Financial Terms

Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using? We try to keep things simple around our office and go to great lengths to make sure that you understand what we are speaking about, but that doesn’t mean that others you may be dealing with in the financial community do the same. So I thought to share with you a dictionary of terms that you can keep on hand should you ever need them. (Thank you to the Insured Retirement Institute for this list!) Let us know if you come across a term or concept that you would like explained in further detail. We’re always here to help.


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