Financial Dictionary


Financial Dictionary 

Thousands of investors have told us they are confused by the investment jargon that is used by financial advisors. We also know some terms, that investors don't understand, are used by advisors as sales ploys. They establish themselves as experts when they define a term you may not understand. 

There is an alternative. We have defined more than 1,500 commonly used financial terms. Look-up a definition by entering the term in the search engine or using the alphabetical search service.

Definition of 'NAPFA'

National Association of Personal Financial Advisors. A professional association of Fee-Only financial advisors. Each professional must sign and renew a Fiduciary Oath annually and subscribe to a set of Ethics. The association provides support and education for its members. Members provide independent, objective financial advice for individuals and families, champion ethical financial services and are the standard bearer for fee-only financial planning.

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