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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.

Expense Ratio

The cost associated with the purchase and ownership of an investment; includes any investment management fee and administrative expenses. This fee is typically deducted from the investment return over a particular period, commonly a year.

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