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.

Unrealized Loss

Occurs when a capital asset has depreciated in value from its original purchase price, but has not yet been sold. This loss is not tax deductible until the asset is sold (i.e., realized).

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