Finance Dictionary

View our list of the most helpful finance terms below

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A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
i

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403(b) vs Pension Plan

403(b) Plan Termination

401(k) Plan Report

50/30/20 Budget Rule

1031 Like-Kind Exchanges

1031 Exchange Specialist

1031 Exchange Service Lawyer

1031 Exchange Advisors

401(k) Recordkeepers

401(k) Statement

401(k) Blackout Period

401(k) Summary Plan Description

403(b) Plan Fee Disclosure

403(b) Plans and Social Security

100% Equities Strategy

5-Year Certain Annuity

30-Year Treasury

10 Year Treasury Note

130-30 Strategy

72(t) Distribution

409A Compliance

408(b)(2) Disclosures

26f Investment Programs

403(b) vs 457(b)

View All # Terms

A

Alternative Mutual Funds

Art Investments

Annuity Income Planning

Aggressive Investing

Affordable Care Act's (ACA) Medicaid

Accounting Consultant

Application-Specific Integrated Circuit (ASIC)...

Asset Management Company (AMC)

Asset-Liability Management

Accountant vs Controller

Agricultural Accountant

Aleatory Contract

Accounting Specialist

Association of Chartered Certified Accountants...

Annuity Mortgage

Administrative Services Only (ASO)

American Funds Retirement Income Portfolio

Actual Deferral & Actual Contribution...

Actuarial Gain or Loss

Anti-Dilution Provision

Ascending Triangle

Aroon Oscillator

Autoregressive Integrated Moving Average (ARIMA)

American Opportunity Tax Credit (AOTC)

Ascending Channel

Additional Child Tax Credit

After-Tax Income

Alternative Trading System (ATS)

View All A Terms

B

Blend Investing

Banks vs Credit Unions

Behavioral Finance

Brick and Mortar

Burning Cryptocurrency

Bank Account Overdraft

Business Bank Accounts

Bank Sign-up Bonus

Bank Account Garnishment

Bank Account Number

Bankruptcy Letter

Bankruptcy Discharge Date

Bankruptcy Trustee

Blockchain Nodes

Blockchain Procurement

Blockchain Programming Language

Blockchain Proof-of-Stake

Blockchain Payment System

Blockchain Phone

Blockchain Nonce

Blockchain Wallet

Blockchain Identity Management

Blockchain Hyperledger

Blockchain Encryption

Bank Account Verification

Blockchain Developer

Blockchain Unconfirmed Transaction

Blockchain-Based Timestamping

Blockchain Authentication

Blockchain Bridges

Blockchain Architecture

Blockchain Technology

Blockchain Certification

View All B Terms

C

Corporate Bonds

Commercial Real Estate

Commission-Based Advisor

Contrarian Investing

Crowdfunding Investments

Collectibles Investments

Cost-Push Inflation

Charitable Remainder Trust

Capital Gains Tax Planning

Canada Pension Plan (CPP)

Church Retirement Plan

Confederate Pension

Cash Flow Management

Cryptocurrency Analysis Tool

Cryptocurrency Cloud Mining

Cryptocurrency Taxes

Cryptocurrency Airdrop

Cryptocurrency Alerting

Cryptocurrency Arbitrage Trading Platform

Commodity Market Hours

Cryptocurrency Trading

Credit Union Routing Number

Chartered Asset Manager (CAM)

Crypto Asset Management

Commodities Futures Contract

Capital Gains Yield

Capital Gains and Losses

Commodity Trading

Commodity Trader

Commodity Prices

Credit-Based Insurance Score

Commodity Price Index

Commodity Market

Capital Loss Carryover

Corporate Bankruptcy

Chartered Accountant

Chapter 12 Bankruptcy

View All C Terms

D

Dividend-Paying Stocks

Debt-Free Retirement

Digital Estate Planning

Discretionary Income

Debt Settlement

Defaulted Loans

Downsizing in Retirement

Debt Reduction Strategies

Divorce Financial Planning

Depreciation Recapture

Delayed Financing Exception

Dogs of the Dow

Deposit at Custodian (DWAC)

Dual Income, No Kids (DINK)

Dual-Class Stock

Decision Analysis (DA)

Dollar Duration

Depositary Receipt

Distressed Securities

Direct Participation Programs (DPPs)

Declaration of Trust

Decreasing Term Insurance

Depository Trust and Clearing Corporation (DTCC)

Depository Trust Company (DTC)

Drag-Along Rights

Distribution Waterfall

Darvas Box Theory

Descending Triangle

Dragonfly Doji Candlestick

View All D Terms

E

Enrolled Agent (EA)

Early Retirement Incentives

Estate Planning in Retirement

Envelope Budgeting

Education Planning

Exchange-Traded Commodity (ETC)

Enterprise Blockchain

Emerging Markets Bond Index (EMBI)

Economic Recovery Tax Act of 1981 (ERTA)

Electronic Federal Tax Payment System (EFTPS)

Exchange Traded Derivative

Escrowed Shares

Equity Co-investment

Equity-Linked Security (ELKS)

Equity Derivative

Easement In Gross

Equity Capital Market (ECM)

Efficient Market Hypothesis (EMH)

Electronic Check

Educational Trusts

Endowments and Foundations Management

Education Tax Credits

Early Withdrawal Penalty

Excess of Loss Reinsurance

Experience Rating in Insurance

Employers' Liability Insurance

Employment Insurance (EI)

Errors and Omissions Insurance (E&O)

View All E Terms

F

Fund of Funds (FoF)

Fixed-Rate Certificate of Deposit

Financial Planner

Financial Advisor Scams

Fee-Based Advisor

Financial Plan Implementation

Financial Milestones

Financial Freedom

Family Business Valuation

Family Wealth Education

Family Wealth Management

Farmland Investments

Financial Planning for Allied Health Professionals

Financial Planning for Military Families

Fannie Mae Senior Housing Loan

Frozen Bank Account

Fannie Mae Multifamily Loan

Fannie Mae Student Housing Loan

Fannie Mae Home Price Index

Fannie Mae Short Sale

Fannie Mae Manufactured Community Housing Loan

Fannie Mae Homestyle Loan

Fannie Mae Military Housing Loan

Fannie Mae Gift of Equity

Fannie Mae vs Freddie Mac vs Ginnie Mae

Fannie Mae Cash-Out Refinance

Forbearance Plan

Financing Concession

Fannie Mae Certificate of Occupancy

Fannie Mae 2-1 Buydown

Fannie Mae HomePath

Financial Advisor Bio

Fixed Asset Management

Farm Accountant

Forensic Accounting

Forensic Accountant

View All F Terms

G

Government Bond

Gig Economy Financial Planning

Guaranteed Retirement Income

Global Macro Hedge Fund

Gold-Backed Cryptocurrency

Greater Fool Theory

General Public Distribution (GPD)

Growth at a Reasonable Price (GARP)

Good 'Til Canceled (GTC)

Gravestone Doji

Good This Week (GTW)

Guppy Multiple Moving Average (GMMA)

Gift Tax Return

Government-Sponsored Retirement Arrangement (GSRA)

Gross Net Written Premium Income

Galliard Retirement Income Fund CL 35

Government Pension Fund of Norway (GPFN)

Growth and Income Fund

Gartley Pattern

Granular Portfolio

Gilt-Edged Securities

Group Health Insurance

Group Life Insurance

Guardrails Approach

Guaranteed Bond

Guaranteed Issue Life Insurance

Garage Liability Insurance

Group Term Life Insurance

Gordon Growth Model

View All G Terms

H

How Does Probate Work

Holistic Financial Planning

High-Yield Savings Accounts

How to Set up a Trust Fund

High-Net-Worth Financial Planning

Hardship Exemption

Healthcare Pension Plan

HomeReady Mortgage

Homebuyer Education Course

Hindenburg Omen

Hung Convertibles

Hard Call Protection

Held-to-Maturity (HTM) Securities

Homemade Dividends

Hanging Man Candlestick

Horizontal Channel

Heroes Earned Retirement Opportunities Act (HERO)

Hammer Candlestick

Holding the Market

Hazardous Activity

Hard-To-Borrow List

Hurricane Deductible

Harmless Warrants

Hikkake Pattern

Herrick Payoff Index

Heikin-Ashi Technique

Head-Fake Trade

Hollywood Stock Exchange (HSX)

Humped Yield Curve

Head and Shoulders Pattern

View All H Terms

I

Inheritance Planning

Irrevocable Trust

Impact Investing

Index Funds vs Mutual Funds

Investment Advice

Investment Broker

Investment Planner

Investment Philosophy

Investing in Commodities

Inflation Protection Strategies

Inflation-Linked Bonds

Inflation-Protected Securities

Inflation-Adjusted Annuities

Inflationary Risk

Intra-Family Loans

Income Annuities for Retirement

Inventory Turnover Rate (ITR)

IRA Rollover Form

IRS Bank Account Levy

Irrevocable Beneficiaries

Impulse Wave Pattern

Incontestability Clause

Inverse Head And Shoulders

International Swaps and Derivatives Association...

Idiosyncratic Risk

Income-Based Valuation

View All I Terms

J

Joint Bank Account

Jewelry Floater

Joint Life Annuity

Joint Life With Last Survivor Annuity

Jurisdiction Risk

Japanese Government Bond (JGB)

Joint Life Expectancy Table

Jumpstart Our Business Startups (JOBS) Act

Joint and Survivor Annuity

Joint Venture (JV)

Joint and Several Liability

View All J Terms

K

Kijun Line (Base Line)

Kijun-Sen (Base Line)

Klinger Oscillator

Know Sure Thing (KST)

Kidnap Insurance

Key Person Insurance

Know Your Customer (KYC)

Key Person Disability Insurance

Key Rate Duration

KIPPERS | Kids In Parents' Pockets Eroding...

Key Performance Indicators (KPI)

Knowledge Economy

View All K Terms

L

Level-Premium Insurance

Loan Repayment Period

Late Retirement Credit

Low-Risk Mutual Funds

Long-Term Mutual Funds

Lieutenant Colonel Pension Plans

Loss Mitigation

Life Cycle Asset Management

Layer 1 Blockchain

Life Insurance Exam

Listing Requirements

Listing Agreement

Listed Security

Locking in Profits

Locked-in Retirement Account (LIRA)

Lease Extension

Limited Common Elements

Letter of Administration

Lock-Up Agreement

Liquid Alternatives

Long-Term Bonds

Line of Best Fit

Life Insurance Annuity

View All L Terms

M

Mutual Fund Turnover Ratio

Medicare Planning

Money Market Funds

Money Market Accounts

Microfinance Investments

Multi-Family Offices

Multiemployer Pension Plan

Military Spouse Financial Planning

Medical Lines of Credit

Medicaid Asset Protection Trust

Multi-Family Line of Credit

Medicare Appeal

Maximum Foreseeable Loss (MFL)

Mortgage Life Insurance

Marketing Accountant

Macaulay Duration

Make-Whole Call Provision

McClellan Oscillator

Market Indicators

Modified Gross Lease

Matching Orders

Market Portfolio

Money Market Yield

Micro-Investing Platforms

Magic Formula Investing

Money Flow Index (MFI)

Moving Average Convergence Divergence (MACD)

Multilateral Trading Facility (MTF)

Malpractice Insurance

Manufacturing Resource Planning (MRP II)

Material Requirements Planning (MRP)

Moving Averages

Mutual Insurance Company

View All M Terms

N

Normal Retirement Age (NRA)

Navy Pension Plans

Net Capital Gain

Nonprofit Accountant

Nonforfeiture Clauses

Nominated Advisor (NOMAD)

Non-Qualified Annuity

Non-Qualifying Investment

Negative Covenant

Negative Convexity

Non-Assessable Stock

Natural Gas ETF

New York Board of Trade (NYBOT)

Negotiable Certificate of Deposit (NCD)

Non-marginable Securities

Negative Directional Indicator (-DI)

New York Mercantile Exchange (NYMEX)

Negative Return

Negative Arbitrage

Negotiable Instrument

National Average Wage Index (NAWI)

Notional Principal Amount

Nasdaq-100 Index

National Association of Real Estate Investment...

National Association of Insurance and Financial...

Named Perils Insurance Policy

View All N Terms

O

Overfunded Pension Plan

Oil and Gas Asset Management

Offshore Bank Account

Original Issue Discount (OID)

Off-The-Run Treasuries

Open-End Management Company

Outward Arbitrage

Operation Twist

Other Real Estate Owned (OREO)

One Night Stand Investment

Over-the-Top (OTT)

Offering Memorandum

Offering Circular

Over-The-Counter Market

Oscillator of a Moving Average (OsMA)

Outside Reversal

Open Trade Equity (OTE)

Overnight Position

Overnight Trading

View All O Terms

P

Probate Process

Post-Divorce Debt Management

Private Equity Fund

Private Investment Fund

Pre-Retirement Debt Reduction

Private Money Lending

Pay-Yourself-First Strategy

Passive Income in Retirement

Personal Secured Line of Credit

Personal Finance Best Practices

Pension Income Planning

Pros and Cons of Credit Unions

Personal Loan vs Line of Credit

Phased Retirement

Philanthropy in Retirement

Pre-Retirement Planning

Pre-Retirement Financial Checkup

Post-Retirement Planning

Post-Divorce Retirement Planning

Post-Retirement Financial Checkup

Permanent Life Insurance

Personal Accountant

Pension Annuity

Pension Protection Act of 2006

Permissioned Blockchain

Plan Committee Meeting Minutes

Par Yield Curve

Portfolio Runoff

Probate Accountants

Probate Specialist

Price Value of a Basis Point (PVBP)

View All P Terms

Q

Qualified Dividend Tax Planning

Qualified Eligible Participant (QEP)

Qualified Dividend Income

Qualified Birth or Adoption Distribution (QBAD)

Qualified Domestic Institutional Investor (QDII)

Qualified Distribution

Qualifying Annuity

Qualified Annuity

Qualified Trust

Qualified Retirement Plan Consultant (QRPC)

Quantity-Adjusting Option (Quanto Option)

Qualified Personal Residence Trusts (QPRTs)

Qualified Terminable Interest Property (QTIP)

Qualified Domestic Trusts (QDOTs)

Qualified Nonelective Contributions (QNECs)

Qualified Matching Contributions (QMCs)

Qualified Purchasers

Qualified Institutional Buyers (QIBs)

Qualified Domestic Relations Order (QDRO)

Quarterly Review

Qualified Pre-Retirement Survivor Annuity (QPSA)

Qualified Optional Survivor Annuity (QOSA)

Qualified Joint and Survivor Annuity (QJSA)

Qualified Charitable Distribution (QCD)

Quantitative Analysis (QA)

Qualitative Analysis

Qualified Longevity Annuity Contract (QLAC)

Quarter (Q1, Q2, Q3, and Q4)

Quantitative Easing (QE)

Quantity Discount

Quality of Earnings

View All Q Terms

R

Retirement Debt Management

Retirement Hobbies

Retirement Income Sources

Revocable Trusts

Robo-Advisor vs Financial Advisor

Retirement Savings Gap

Retirement Savings

Retirement Income Buffer

Royalty and Residual Income Management

Rental Property Income Planning

Retirement Plan Consolidation

Retirement Annuities

Retirement Plan Loans

Retirement Savings Benchmarks

Retirement Risk Management

Retirement Income Sustainability

Retirement Readiness

Retirement Milestones

Retirement Bucket Strategy

Retirement Confidence

Retirement Income Tax Planning

Retiree-Friendly Communities

Retirement and Disability Planning

Retirement Money Market Account (RMMA)

Retirement Budgeting

Retirement Fund

Retirement Savings Vehicles

Real Estate Asset Manager

Real Estate Asset Management

Reverse 1031 Exchange

Roth 401(k) Matching

Realization Multiple

Roll-Down Return

Real Estate Mortgage Investment Conduit (REMIC)

Real Estate Agents

Real Estate Limited Partnership (RELP)

Real Estate Operating Company (REOC)

Restricted Stock

View All R Terms

S

Sustainable Investing

Stamps Investments

Social Security Number (SSN)

Semi-Retirement

Student Loan Refinancing

Student Loan Forgiveness Programs

Student Loan Repayment Strategies

Student Bank Account

Student Loan Planning

Student Loan Consolidation

Special Retirement Supplements

Single-Family Offices

Sudden Wealth Syndrome

Self-Invested Personal Pension (SIPP)

Succession Planning

Sales Concessions

Small Business Accountant

Share Repurchase

Supplemental Life Insurance

Savings Account

Short Interest Ratio

S&P 500 Dividend Aristocrats Index

Simple Moving Average (SMA)

Special Purpose Acquisition Company (SPAC)

Short Term Bonds

Stochastic Modeling

View All S Terms

T

Technical Analysis

Travel Insurance

Types of Fixed Income Investments

Thematic Investing

Target-Date Fund

Treasury Inflation-Protected Securities (TIPS)

Trustee Succession

Tax Loss Carryforward

Tenants-In-Common 1031 Exchange

Third Party Accountant

Tag-Along Rights

Top-Down Investing

Triangular Arbitrage

True Strength Index (TSI)

Triple Exponential Moving Average (TEMA)

Transaction Exposure

Trading Session

Trading Platforms

Targeted Accrual Redemption Note (TARN)

Triple Net Lease (NNN)

Three White Soldiers

Three Black Crows

Timber Investment Management Organization (TIMO)

Turnkey Property

Terminal Capitalization Rate (TCR)

Tenancy-At-Will

View All T Terms

U

Underfunded Pension Plan

Understanding Fannie Mae’s Stance on Front-End...

Understanding FDIC Insured CDs

Unrealized Capital Gains

Understanding Zero Capital Gains Rate

Unaffiliated Investments

Uninsurable Risk

Upside Gap Two Crows

United States Natural Gas Fund (UNG)

Up-Market Capture Ratio

Upside/Downside Ratio

Ultimate Oscillator

Upside Tasuki Gap

United States Government Life Insurance (USGLI)

Unscheduled Property Floater

Unlisted Trading Privileges (UTP)

Universe of Securities

Unlisted Security

Utility Revenue Bond

Up-Front Mortgage Insurance (UFMI)

Upstairs Market

Underwriting Spread

US Savings Bonds

US Savings Bond Adjustment

Unlimited Tax Bond

Unrecorded Deeds

Uniform Policy Provisions, Health Insurance

Unbundled Life Insurance Policy

Umbrella Insurance Policy

United States Aircraft Insurance Group (USAIG)

Unit Trust (UT)

Ultra-Short Bond Fund

View All U Terms

V

Venture Capital Funds

Venture Capitalist (VC)

Voluntary Life Insurance

Variable-Rate Certificate of Deposit

Vanishing Premium

Valuation Clause

Valued Marine Policy

VA Life Insurance

Valuation Premium

Variable Prepaid Forward Contracts

Voting Trust Agreements (VTAs)

Voluntary Accidental Death and Dismemberment...

Vortex Indicator (VI)

Volume-Weighted Average Price (VWAP)

Volume Analysis

Vertical Line Charting

Vision Care Insurance

Venture Capital Trust (VCT)

Variable-Rate Demand Bond

Variable Survivorship Life Insurance

Variable Life Insurance

Vandalism and Malicious Mischief Insurance

Valuable Papers Insurance

VIX (CBOE Volatility Index)

Vested Interest

Variable Annuitization

Vested Benefit Obligation (VBO)

Voluntary Accumulation Plan

Variable Benefit Plan

Voluntary Trusts

Voting Trust Certificate

Voluntary Plan Termination

Vacation Rental Investing

Voluntary Contributions

View All V Terms

W

War Damage Insurance

Water Investments

Windfall Management Strategies

Wine Investments

Widow's Pension

What Are Bankruptcy Lawyers?

What Is Allocated Loss Adjustment Expenses (ALAE)?

Wrap-Around Insurance Program

Waiver of Premium for Payer Benefit

Without Evidence of Insurability

Wear and Tear Exclusion

Waiting Periods

Waiver of Premium for Disability

Wrap-Up Insurance

Weak Form Efficiency

Wholesale Energy

What Is a Repurchase Agreement?

What Is Real Estate Owned (REO)?

Widow-and-Orphan Stock

Weather Insurance

Window Guaranteed Investment Contracts (GIC)

Wild Card Option

Withdrawal Benefits

Widely Held Fixed Investment Trust (WHFIT)

Withdrawal Plan

What Is a Probate Caveat?

What Is a Formal Probate?

White Candlesticks

What Is Ancillary Probate?

Wilder's DMI (ADX)

Worthless Securities

Workable Indication

View All W Terms

X

View All X Terms

Y

Yield Equivalence

Year's Maximum Pensionable Earnings (YMPE)

Years Certain Annuity

Yield Tilt Index Fund

Year-Over-Year (YOY)

Yield on Cost (YOC)

View All Y Terms

Z

Zero Dividend Preferred Stock

Zero-Coupon Inflation Swap

Zero Coupon Swaps

Zacks Investment Research

Zero Volatility Spread (Z-Spread)

Zacks Lifecycle Indexes

Zero-Beta Portfolio

Zone of Support

Zone of Resistance

Zig Zag Indicator

Zero Basis Risk Swap (ZEBRA)

Zero-Cost Strategy

Zero-Investment Portfolio

Zero-Gap Condition

Zero-Coupon Bonds

Zero-Based Budgeting (ZBB) Method

View All Z Terms

i

Inheritance Planning

Irrevocable Trust

Impact Investing

Index Funds vs Mutual Funds

Investment Advice

Investment Broker

Investment Planner

Investment Philosophy

Investing in Commodities

Inflation Protection Strategies

Inflation-Linked Bonds

Inflation-Protected Securities

Inflation-Adjusted Annuities

Inflationary Risk

Intra-Family Loans

Income Annuities for Retirement

Inventory Turnover Rate (ITR)

IRA Rollover Form

IRS Bank Account Levy

Irrevocable Beneficiaries

Impulse Wave Pattern

Incontestability Clause

Inverse Head And Shoulders

International Swaps and Derivatives Association...

Idiosyncratic Risk

Income-Based Valuation

View All i Terms