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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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) Plan Report

401(k) Summary Plan Description

403(b) Plan Fee Disclosure

403(b) vs Pension Plan

403(b) Plans and Social Security

403(b) Plan Termination

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

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)

Accumulation Phase

Absorption Rate

View All A Terms

B

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

Blockchain Forks

Buy Limit Orders

View All B Terms

C

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

Cryptocurrency Tax Accountant

Check Endorsement

CARES ACT 403(b) Withdrawal

Chartered Global Management Accountant (CGMA)

Child Tax Credit

Counterparty Risk

Certainty Equivalent

Contingent Convertibles

View All C Terms

D

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

Dark Cloud Cover

Dead Cat Bounce

View All D Terms

E

Education Planning

Envelope Budgeting

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)

Excess Deferral

Excess Aggregate Contributions

Excess Contribution Refund

View All E Terms

F

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

Fixed-Rate Certificate of Deposit

Farm Accountant

Forensic Accounting

Forensic Accountant

Follow-On Public Offer (FPO)

Follow-on Offering

Fractional Share

Free Look Period

Feed-In Tariff (FIT)

View All F Terms

G

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

Guaranteed Retirement 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

Government Pension Offset (GPO)

View All G Terms

H

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

Hardship Exemption

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

Holding Company Depository Receipt

Hong Kong Monetary Authority (HKMA)

Homemade Leverage

View All H Terms

I

Inventory Turnover Rate (ITR)

IRA Rollover Form

IRS Bank Account Levy

Irrevocable Beneficiaries

Impulse Wave Pattern

Income Annuities for Retirement

Incontestability Clause

Inverse Head And Shoulders

International Swaps and Derivatives Association...

Idiosyncratic Risk

Income-Based Valuation

Investment Manager

International Bond

International Asset Protection Trusts (IAPTs)

Inter-Vivos Trusts

Insurance Underwriter

Insurance Premium

Industrial Revenue Bonds (IRBs)

Index-Linked Bond

Indemnity Insurance

Individual Benefit Statement

Intraday Momentum Index (IMI)

Intraday Trading

Income Property

Investment Performance

International Tax Treaties

Income Tax Planning

Investment Adviser Registration

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

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

Lottery Annuity

Low Volume Pullback

Long-Legged Doji

Logarithmic Price Scale

Linearly Weighted Moving Average (LWMA)

View All L Terms

M

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

Market-Based Valuation

Medical Practice Valuation

Multi-Family Offices

Marital Deduction Trusts

Municipal Securities Rulemaking Board (MSRB)

Military Retirement Pay and Pension

Military Retirement System (Blended Retirement...

View All M Terms

N

Navy Pension Plans

Net Capital Gain

Nonprofit Accountant

Nonforfeiture Clauses

Nominated Advisor (NOMAD)

Non-Qualified Annuity

Non-Qualifying Investment

Negative Covenant

Negative Convexity

Normal Retirement Age (NRA)

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

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

Overfunded Pension Plan

Overnight Trading

View All O Terms

P

Pension Protection Act of 2006

Post-Divorce Debt Management

Permissioned Blockchain

Plan Committee Meeting Minutes

Personal Accountant

Par Yield Curve

Portfolio Runoff

Probate Accountants

Probate Specialist

Price Value of a Basis Point (PVBP)

Pension Annuity

Price-Weighted Index

Price Rate of Change Indicator (ROC)

Prisoner's Dilemma

Present Value Interest Factor of Annuity (PVIFA)

Proprietary Trading

Public Service Loan Forgiveness (PSLF)

PIMCO (Pacific Investment Management Co.)

Private Investment Fund

Projected Benefit Obligation

Pattern Day Trader

Powerball Annuity

Principal, Interest, Taxes, & Insurance (PITI)

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 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)

Retirement Money Market Account (RMMA)

Real Estate Operating Company (REOC)

Restricted Stock

Risk-Adjusted Return On Capital (RAROC)

Risk Propensity

Risk-Neutral Measures

Real Estate Settlement Procedures Act (RESPA)

Registered Education Savings Plan (RESP)

Replacement Rate

Report of Foreign Financial Assets (Form 8938)

Risk Assessment

Retirement Income Tax Withholding

Russell 3000 Index

Reinsurance Ceded

Russell 1000 Index

Runoff Insurance

View All R Terms

S

Self-Invested Personal Pension (SIPP)

Succession Planning

Sales Concessions

Small Business Accountant

Share Repurchase

Student Bank Account

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

Symmetrical Distribution

Stochastic RSI (StochRSI)

Stochastic Oscillator

Spinning Top Candlestick

Section 1231 Property

Surplus Lines Insurance

Sherman Antitrust Act

Share Certificate

View All S Terms

T

Trustee Succession

Types of Fixed Income Investments

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

Theoretical Value (Of a Right)

Treasury Direct

Term to Maturity

Tenancy in Common (TIC)

View All T Terms

U

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

Unitized Endowment Pool (UEP)

Underfunded Pension Plan

View All U Terms

V

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

Voluntary Life Insurance

Vacation Rental Investing

Voluntary Contributions

Veterans Benefits Planning

View All V Terms

W

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

WM/Reuters Benchmark Rates

White List States

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

Inventory Turnover Rate (ITR)

IRA Rollover Form

IRS Bank Account Levy

Irrevocable Beneficiaries

Impulse Wave Pattern

Income Annuities for Retirement

Incontestability Clause

Inverse Head And Shoulders

International Swaps and Derivatives Association...

Idiosyncratic Risk

Income-Based Valuation

Investment Manager

International Bond

International Asset Protection Trusts (IAPTs)

Inter-Vivos Trusts

Insurance Underwriter

Insurance Premium

Industrial Revenue Bonds (IRBs)

Index-Linked Bond

Indemnity Insurance

Individual Benefit Statement

Intraday Momentum Index (IMI)

Intraday Trading

Income Property

Investment Performance

International Tax Treaties

Income Tax Planning

Investment Adviser Registration

View All i Terms