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.

What is Vesting?

The process of earning rights to assets or benefits (such as employer contributions or stock options) by meeting certain criteria. These criteria may be time based, performance based, or a combination of factors. Vesting is used by employers to encourage employee loyalty for longer periods of time or to incentivize positive employee performance.

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