My F&M
Financial Terms & Definitions
If talking about finances feels like trying to learn a foreign language, we're here to help. As your trusted financial planners and investment managers, we want you to understand the terms, acronyms, and jargon that may arise during your financial journey.
From Amortization to Zero-Coupon, we've got you covered.
Here's our glossary of financial terms in alphabetical order to get you started.

Transfer on Death (TOD)

Designation indicating whom a property owner wishes to receive specific assets upon the property owner's death, which allows the beneficiary to receive the assets without having to go through probate court.

< Back to Glossary