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.

Unearned Income

Income people receive from sources other than earnings or payroll. Can include things like children’s allowances, stock dividends, bond interest, capital gains, and financial gifts. Some unearned income is included in an individual's taxable income.

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