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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.

Nonqualified Plan

A retirement plan that does not adhere to ERISA (Employee Retirement Income Security Act) guidelines and in which contributions are not tax deductible. Often used for highly compensated executives.

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