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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.


Also called a distribution, a withdrawal is the money you take from any financial account. In the case of a qualified retirement account, such as an IRA, you must be over the age of 59 1/2 to take a withdrawal without penalty.

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