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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.

Net Estate

The balance of value left in an estate after all debts and expenses, including probate administration and funeral expenses, have been paid. This is the amount distributed to beneficiaries or kept in trust.

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