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.

Ward

Individuals whom a court deems unfit to care for themselves autonomously, often due to age or lack of legal competence. As a result, the court appoints a guardian to take responsibility for the ward.

< Back to Glossary