|1%/10 net 30
1%/10 net 30 represent payment terms for a commercial transaction. more...
The 10-K is a report that publicly traded companies must more...
A 10-Q is a quarterly report required by the SEC more...
|10-year Treasury Note
A 10-year Treasury Note represents debt owed by the United more...
For tax purposes, a 1031 exchange is a real estate more...
1035 exchange refers to the provision of the US tax more...
The 1040 form is the Internal Revenue Service form that more...
The 1040A form is a shorter and more simple version more...
The 1040EZ form is the easiest (hence the name) of more...
Introduced by in 1993, the IRS designed 1040PC form to more...
The 1099 form is the Internal Revenue Services tax form more...
Form 1099B (“Proceeds from Broker and Barter Exchange”) is used more...
Form 1099R is an IRS form reporting a taxpayer's distributions more...
|11th District Cost of Funds Index
The 11th District Cost of Funds Index (COFI) is a more...
12b-1 refers to the fees mutual funds pay for marketing more...
12B-1 fees are fees charged by mutual fund companies to more...
144 refers to SEC Rule 144 which allows restricted securities more...
144a is an SEC rule that modifies the two year more...
A 19c3 stock is a stock that is listed on more...
A foreign private issuer of securities is required to file more...
A 2nd mortgage is any property loan which is placed more...
|30-day wash rule
The 30-day wash rule is an IRS rule prohibiting the more...
|30-Year Treasury Bond
The 30-year Treasury Bond is a debt obligation issued by more...
The 3C1 is a section of the Investment Company Act more...
The 3C7 is a section of the Investment Company Act more...
A 401(k) plan is a deferred compensation plan used for more...
A 401a is a retirement plan that employers set up more...
A 403(b) plan, named for section 403(b) of the Internal more...
A 408(k) plan is an employer-maintained retirement plan, often referred more...
A 423b plan refers to an employee stock purchase plan more...
Similar to a 401K and a 403B plan and based more...
The 52-week high is the highest price that a stock more...
The 52-week low is the lowest price that a stock more...
A 529 plan is an education savings plan overseen by more...
A 6-k is a Form 6-k or “Report of Foreign more...
The 72 rule is a formula that calculates how long more...
Form 8-K is a report that publicly traded companies must more...
AAII stands for the American Association of Individual Investors. It more...
Abatement refers to a reprieve from or reduction in a more...
|Above The Line Deduction
An above the line deduction is a tax deduction allowed more...
In financial terms, ABS stands for asset-backed securities. ABS more...
Absolute return measures the actual percentage return of an asset more...
|accidental death benefit
An accidental death benefit is the amount paid to a more...
|accommodative monetary policy
An accommodative monetary policy is an effort by the U.S. more...
Account, in its simplest bookkeeping form, is a record of more...
Account balance is a net figure that refers to the more...
In the financial industry account executive is an employee of more...
Account reconciliation is a banking term referring to the process more...
An account statement is a document that provides information about more...
An accountant provides accounting services to individuals, businesses, non-profit organizations, more...
Accounts payable are obligations due to trade creditors. Let's say more...
Accounts receivable are obligations due to the company from customers. more...
|Accredited Personal Financial Planning Specialist
Accredited Personal Financial Planning Specialist is a professional title available more...
|accrual basis accounting
Accrual basis accounting is a system of accounting that matches more...
An accrued dividend is remuneration owed by a company to more...
Accrued expenses are known liabilities or expenses that have been more...
Accrued interest is the interest that is due on a more...
ACH, an abbreviation for Automated Clearing House, is a networked more...
In a broad sense, an acquisition takes place when one more...
Acquisition cost is the pretax amount of money it costs more...
Active income is a form of income for which labor more...
|Activity Based Budgeting
Activity based budgeting is a budgeting method that evaluates business more...
An actuarial assumption is an estimate of an unknown value more...
An actuary is a business professional specializing in the statistical more...
|ad valorem tax
An ad valorem tax is a tax based on a more...
|Additional Child Tax Credit
The additional child tax credit is available for individuals whose more...
|adjustable life insurance
Adjustable life insurance is a form of life insurance that more...
An adjustable rate is an interest rate that fluctuates periodically more...
|Adjustable Rate Mortgage
An adjustable rate mortgage (ARM) is a type of mortgage more...
An adjustable-rate mortgage (i.e. ARM) is a mortgage on a more...
|Adjusted Gross Income
Adjusted gross income is the amount of income used on more...
An American Depository Receipt (ADR) is a negotiable, registered certificate more...
The advance/decline line is a technical indicator used to graph more...
An adverse remortgage or adverse credit remortgage is a mortgage more...
An affidavit is a sworn written statement or declaration made more...
The term affiliate can be defined in two different ways more...
|after hours trading
After hours trading refers to stock trades that occur outside more...
After-hours trading is stock trading which takes place after the more...
The aftermarket, also called the secondary market, is the market more...
Aggregate demand is the total demand in an economy for more...
|aggregate demand curve
The aggregate demand curve is a concept from neoclassical microeconomics more...
Aggregate supply is the total supply in an economy for more...
|aggregate supply curve
The aggregate supply curve is a concept from economics that more...
|aggressive growth fund
An aggressive growth fund is a mutual fund whose investment more...
Alan Greenspan is a former Chairman of the United States more...
All Ordinaries or “All Ords” is the name for the more...
In general, allocation means to distribute according to some plan. more...
Alpha, the first Greek alphabet letter, is also the risk-adjusted more...
|Alternative Minimum Tax
The US Congress introduced alternative minimum tax (AMT) in 1970 more...
|Alternative Motor Vehicle Credit
The Alternative Motor Vehicle Credit was enacted with the Energy more...
An amended return is a tax return filed to correct more...
|American Association of Individual Investors
American Association of Individual Investors (AAII) is a Chicago-based, investor more...
|american depositary receipt
An American Depositary Receipt (ADR) is a negotiable certificate that more...
|American Jobs Creation Act Of 2004
The American Jobs Creation Act of 2004 implemented a range more...
|American Municipal Bond Assurance Corporation
The American Municipal Bond Assurance Corporation is one of the more...
There are several different types of options, but the American more...
|American Stock Exchange
The American Stock Exchange is one of the largest organized more...
An American-style option is a put or call option that more...
AMEX is the American Stock Exchange. AMEX is sometimes more...
|AMEX Composite Index
The AMEX Composite Index is an index that reflects the more...
Amortization refers to the repayment of a debt in small more...
The Alternative Minimum Tax, or AMT, is a tax intended more...
Although the term analyst can be associated with a broad more...
In the financial world, the term angel is short for more...
An angel investor is a private investor who provides capital more...
Most commonly, the announcement date is the date on which more...
|Annual Percentage Rate
An annual percentage rate, often referred to by its acronym more...
An annual report is a document that the SEC requires more...
The annual return of an investment is the amount gained more...
To annualize is to take an item measured for a more...
An annuity is an investment related product designed to provide more...
Antitrust laws are regulations enacted at the state and federal more...
An appraisal is a professional evaluation of the current market more...
An appraiser is a person educated and trained to set more...
APR stands for Annual Percentage Rate. APR is a measure more...
The term APT generally refers to the arbitrage pricing theory. more...
APY is short for annual percentage yield. The APY more...
Arbitrage is a financial transaction that involves a simultaneous purchase more...
|arbitrage pricing theory
Arbitrage pricing theory (APT) posits that investors can predict the more...
An arbitrageur is an individual or an organization that engages more...
Arbitration is a means to settle a disagreement by turning more...
The arithmetic mean of a set of two or more more...
An ARM is an acronym standing for adjustable-rate mortgage, a more...
|arm's length transaction
An arm's length transaction is a transaction, often between two more...
Arms Index is a mathematic market meter designed to communicate more...
Ascending bottoms refers to a chart pattern in which the more...
Ascending tops is a trend of rising high points in more...
ASEAN is the Association of Southeast Asian Nations, a political, more...
The ask price is the lowest price at which an more...
An asset can include anything that provides economic value to more...
Asset allocation is the dividing of one’s investment portfolio among more...
|asset allocation fund
An asset allocation fund is a single mutual fund that more...
|asset depreciation range
Asset depreciation range refers to a system used to determine more...
Asset management can refer to the primary activity of a more...
Asset turnover is an efficiency ratio used in financial analysis more...
An asset-backed security (ABS) is a bond backed by a more...
The asset/equity ratio shows the relationship of the total assets more...
|assets under management
An important measure of the size of a fund or more...
|Association of Southeast Asian Nations
The Association of Southeast Asian Nations is an organization made more...
|at the bell
At the bell refers to the traditional opening or closing more...
|at the close
An at the close order is either a market order more...
|at the market
An at the market order is an order to buy more...
|At the money Option
An at-the-money option is an option whose strike price is more...
|at the opening order
An at the opening order is a way for an more...
An auction is a method of asset sale by competitive more...
An auction market is a market wherein buyers and sellers more...
An audit is an objective process that involves evaluating and more...
An auditor is an individual qualified at the state level more...
|Automated Clearing House
Automated clearing house (ACH) is the system administered by the more...
|Automated Order Entry System
An automated order entry system is a computer system installed more...
|automatic reinvestment plan
An automatic reinvestment plan is an arrangement whereby a mutual more...
|average daily volume
Average Daily Volume is the cumulative number of shares traded more...
|average price per share
The average price per share is determined by dividing the more...
B2B is an abbreviation for business-to-business. B2B describes a more...
B2C is the abbreviation for business-to-consumer electronic commerce. B2C more...
Baby bells, or Regional Bell Operating Companies (RBOCs), were essentially more...
In the United States, a baby boomer refers to anyone more...
|back door financing
Back door financing is a method used by U.S. government more...
Back pay is a payment due for work done prior more...
Back taxes are taxes owed for years prior to the more...
Back testing is the examination of past performance to predict more...
A back-end load is a sales charge or a commission more...
Backup withholding is a mechanism that enables the IRS to more...
Bad debt is the portion of a company's receivables that more...
|bait and switch
Bait and switch is a deceptive means of sales where more...
In accounting, the balance of an account is defined as more...
A balance sheet is a snapshot of the financial position more...
A balanced budget is a budget in which income equals more...
A balanced fund is a mutual fund that invests in more...
|balanced investment strategy
A balanced investment strategy is an investment approach that tries more...
A balloon loan is any loan that has one final more...
A balloon payment is the final installment payment for what more...
A bank is a financial institution that accepts deposits and more...
A bank draft is a written order in the form more...
|Bank Holding Company
A bank holding company is a company that owns or more...
To be bankrupt is to be insolvent, or in bankruptcy. more...
Bankruptcy refers to the filing of a petition with the more...
A bar chart, also known as a bar graph, is more...
|base interest rate
The base interest rate is the lowest interest rate that more...
Yields on fixed-income securities fluctuate regularly, but may change only more...
Basis points are the number of points often used to more...
Bears are market participants who expect the market to decline. more...
A bear market is a market in which prices decline more...
A bear trap occurs when a declining market reverses direction, more...
|Bearish Abandoned Baby
The bearish abandoned baby is a rarely seen candlestick charting more...
|Bearish Belt Hold
The bearish belt hold is a candlestick charting pattern that more...
|Bearish Engulfing Pattern
The bearish engulfing pattern is a relatively simple candlestick charting more...
The bearish harami is a candlestick charting pattern -- it more...
Before-tax income, also known as pretax income, is the amount more...
Behavioral finance integrates ideas from the fields of individual and more...
The Beige Book is a "Summary of Commentary on Current more...
In a financial exchange, the sound of the bell indicates more...
A bellwether stock is a stock that is generally viewed more...
A benchmark is a security or index against which the more...
|benchmark interest rate
The benchmark interest rate is the lowest interest rate that more...
A bermuda option is derivative instrument where the holder of more...
Beta, the second Greek letter, is used by investors to more...
In practical terms, the bid is the available price at more...
The bid/ask spread is the difference between the price sellers more...
Big Board is the nickname of the New York Stock more...
Black Friday refers to September 24, 1869. On Black more...
Black Monday, or October 19, 1987, was the day of more...
Black Tuesday refers to October 29, 1929. Black Tuesday more...
|Black-Scholes Option Pricing Model
The Black-Scholes Option Pricing Model predicts an option’s price given more...
A blow-off top refers to an extremely fast spike up more...
|blue chip stock
Blue chip stock is equity in the securities of high more...
Blue-collar is a workplace designation that defines an employee who more...
|Board of Directors
Board of directors refers to a group of people that more...
|Board of Governors
A Board of Governors is the collective name given to more...
|Board of Trustees
The Board of Trustees is responsible for overseeing the activities more...
The boardroom is the executive conference room designed as the more...
Boiler room is an unflattering term used to describe a more...
Boilerplate is standard generic verbiage which is repeated verbatim in more...
A bond is a financial instrument that is purchased by more...
Book value has two accounting meanings. Book value is more...
The book-to-bill ratio measures the relationship between orders received and more...
Although the term bookings has multiple meanings, in the financial more...
A boom refers to a rising financial market. Another term more...
A bottom fisher is an investor who attempts to buy more...
Bottom line is an informal term for net income. It more...
A bourse is a European financial market. Based on more...
Break-even analysis is a managerial tool used in business to more...
The break-even point for any investment is the price at more...
A bridge loan is a temporary source of financing intended more...
|broker loan rate
The broker loan rate, also known as the call money more...
A broker recommendation is an opinion given by a broker more...
A broker/dealer is an individual or a firm which is more...
Brokerage refers to a licensed firm or an individual (known more...
A brokerage house is a place from which a broker more...
In markets, a bubble is an extended period of extreme more...
A bull is an investor who purchases a financial instrument more...
|Bullish Abandoned Baby
The bullish abandoned baby is a rarely seen candlestick charting more...
|Bullish Belt Hold
The bullish belt hold is a candlestick charting pattern that more...
|Bullish Engulfing Pattern
The bullish engulfing pattern is a relatively simple candlestick charting more...
The business day is defined as any of the days more...
Business expenses are the costs a business incurs in the more...
A business model is the way or ways that a more...
A business plan defines a business and its goals. more...
Business-to-business, or B2B, describes a transaction, product or service, or more...
Business-to-consumer, or B2C describes a transaction, product or service, or more...
|buy on close
A buy on close order is an order to buy more...
|buy on opening
A buy on opening order is an order to your more...
A buy order is an order to buy a stock more...
A buyer's market is any market in which there are more...
|buying on margin
When investors engage in buying on margin, they borrow money more...
A buyout is an investment transaction in which a company more...
C2C is the abbreviation for consumer-to-consumer electronic commerce. C2C more...
Calendar year defines the year as designated by the Gregorian more...
A call is a type of option contract. A more...
A call option is an option contract that gives the more...
The call price is the price at which an issuer more...
The Canadian dollar is the currency of Canada. Canada more...
A cancelled check is a check that has been approved more...
A candlestick is a basic unit in a candlestick chart more...
Candlestick charts plot stock price data. Originated by Japanese rice more...
|capacity utilization rate
The capacity utilization rate is the value of production capacity more...
Capex, an abbreviated word that signifies “capital expenditures,” capex is more...
Capital appreciation is defined as any increase in the market more...
|capital appreciation fund
A capital appreciation fund is a mutual fund that is more...
|Capital Asset Pricing Model
Capital Asset Pricing Model (CAPM) is a sophisticated mathematical method more...
A capital gain is an increase in the value of more...
|capital gains distribution
A capital gains distribution is a distribution of income from more...
|capital gains tax
Capital gains are subject to capital gains tax. A capital more...
In a basic sense, capital goods are goods used for more...
A capital loss is a decrease in the value of more...
Capital stock is stock authorized for issue by the charter more...
Capitalism is a market-driven economy, characterized by private ownership and more...
The market capitalization (market cap) of a company is the more...
Cash consists of paper currency and coins. In the more...
|cash asset ratio
The cash asset ratio – also known as the cash more...
Cash basis is an accounting method that recognizes revenue and more...
A cash cow represents the division of a company that more...
A cash dividend is the distribution of a company's profits more...
Cash equivalents are investments that are so liquid and so more...
Cash flow is a company's net inflow or outflow of more...
The term cash out applies to a type of mortgage more...
A company’s cash reserves are the funds available to meet more...
A cashier's check is issued and certified by a bank more...
Generally, casualty insurance is a type of indemnity that provides more...
The CBOE, or Chicago Board Options Exchange, was founded in more...
|CBOE Gold Index
CBOE Gold Index stands for the Chicago Board Options Exchange more...
The CBOT, or Chicago Board of Trade, is the world’s more...
A CD, or Certificate of Deposit, is a savings instrument more...
|CDR Counterparty Risk Index
The CDR counterparty risk index is a measure of credit more...
A central bank is fundamentally a chief bank of a more...
CEO or chief executive officer is a bureaucratic position that more...
|Certified Financial Planner
Certified Financial Planner, or CFP, is a financial professional who more...
|Certified Public Accountant
A Certified Public Accountant (CPA) is a person licensed by more...
CFA stands for Chartered Financial Analyst, a professional designation given more...
CFO, or Chief Financial Officer, is senior corporate officer with more...
CFP is short for certified financial planner, which is a more...
|Chairman of the Board
The Chairman of the Board is a senior corporate figure more...
Chapter 11 is a section of the US Bankruptcy Reform more...
Chapter 13 is a provision in U.S. bankruptcy law under more...
Chapter 7 is a section of the US Bankruptcy Code more...
A charge card is the physical card that records an more...
|Chartered Financial Analyst
A Chartered Financial Analyst (CFA) is an investment professional who more...
A chartist is an investor who attempts to predict market more...
|chasing the market
An investor who is chasing the market purchases securities after more...
A checking account is an account at a depository institution more...
|Chicago Board of Trade
The Chicago Board of Trade (CBOT) is a commodities exchange more...
|Chief Operating Officer
A chief operating officer is an executive who is responsible more...
|child and dependent care credit
The child and dependent care credit is a federal income more...
|Child Tax Credit
The Child Tax Credit is a nonrefundable credit offered by more...
Churn rate is a measure of customer attrition. The more...
Churning means excessive buying and selling in a client’s account more...
The stock market circuit breaker has the same purpose as more...
|Class A Shares
Class A shares of stock are generally thought of as more...
|class action suit
A class action suit is a lawsuit filed by one more...
|Class B Shares
Class B shares are a classification of common stock that more...
|class C shares
Class C shares are a common class of mutual funds. more...
A closed-end fund is legally known as a closed-end management more...
The closing bell is a signal which marks the end more...
Most generally, closing costs is associated with a cost of more...
The closing price of a stock is the price of more...
A coincident indicator is an economic indicator that measures the more...
COLA, or cost-of-living adjustment, is an act of adjusting wages more...
|Collateralized Debt Obligations
Collateralized debt obligations (CDO) are a form of an asset-backed more...
Commodity Exchange Inc. (COMEX) was established in 1933 through the more...
A command economy, also called planned economy, is directly controlled more...
A commercial bank is a financial intermediary which collects credit more...
A commercial hedger is a corporation that attempts to stabilize more...
A commercial loan is a loan borrowed by a company more...
A commercial mortgage is a mortgage which is secured by more...
Commercial paper is a debt instrument issued by well-established companies more...
A commission is a fee paid to a third party more...
Generally speaking, any tangible good can be categorized as a more...
A commodity exchange is a market organized to allow for more...
Commodity futures are futures contracts for delivery of commodities. more...
|Commodity Futures Trading Commission
The Commodity Futures Trading Commission is an independent federal regulatory more...
A commodity index tracks the price of various types of more...
Common stock is a security representing a legal claim to more...
A composite, or composite index, is an aggregation of components more...
|Compound Annual Growth Rate
The compound annual growth rate (CAGR) measures the annual change more...
|compound annual return
The compound annual return shows the investment return, assuming the more...
|compound growth rate
The compound growth rate measures average growth of an amount more...
Compound interest is the payment of interest on both principal more...
A conference call refers to investors, media and interested parties more...
A confidence indicator gauges the optimism of a group of more...
Confidentiality agreement, also called nondisclosure agreement, is a contract entered more...
A conforming loan is a residential mortgage that is eligible more...
A consensus forecast aggregates the estimates of security analysts of more...
The consensus recommendation is an average of analyst ratings on more...
When a person seeks to consolidate loans, he/she is essentially more...
|consolidated financial statement
A consolidated financial statement presents the financial position or results more...
Consolidation loan is a type of loan that encompasses a more...
|constant dollar GDP
Constant dollar GDP is gross domestic product adjusted for price more...
Constant dollars are dollars that have been adjusted for the more...
A consultant is an individual or firm that offers expert more...
Consumer confidence is an attempt to measure the public's perception more...
|consumer confidence index
The Consumer Confidence Index (CCI) gauges the level of optimism more...
In US macroeconomic statistics, consumer durables are those durable goods more...
In economics, consumer goods are new items intended for sale more...
|Consumer Price Index
The Consumer Price Index, also known as the CPI, is more...
A consumption tax is a charge levied on spending for more...
Contract size is the deliverable amount on a contract. more...
Simply put, a contrarian is an investor who makes investments more...
Controlling interest is simply an ownership status where a corporation more...
A conventional mortgage is a fully amortizing mortgage. The more...
A convertible bond is a debt instrument that holders can more...
COO, or Chief Operating Officer, is a member of upper more...
|cooking the books
Cooking the books is an unethical practice of misrepresenting company’s more...
Copyright is a protection offered by the United States to more...
|cornering the market
Cornering the market occurs when an investor or group of more...
Corporate stock is the capital or monetary fund that a more...
A market correction is a decline in price following an more...
In statistics, correlation is an assessment of the extent of more...
A correlation coefficient is a numerical, descriptive measure of the more...
Cost basis reflects the true cost of purchasing a financial more...
|cost of equity
The cost of equity is the minimum rate of return more...
A cost-of-living index measures the changes of prices consumers pay more...
Cost/benefit analysis is a process of quantifying the most economically more...
A cottage industry is a system of production which takes more...
|Council of Economic Advisers
The Council of Economic Advisers is a panel that provides more...
A trend is countercyclical if it moves in the opposite more...
Counterparty risk refers to the risk of default of one more...
A coupon refers to the annual interest rate a bond more...
|Coverdell Education Savings Account
Formerly called the education IRA, the Coverdell education savings account more...
A covered call is a short call option which is more...
A covered option is either a put or a call more...
A covered put is a put option which is sold more...
A CPA, the common acronym for Certified Public Accountant, is more...
CPI is the common abbreviation for the Consumer Price Index, more...
|Crash of 1929
The Crash of 1929 took place from September through November more...
|Crash of 1987
The Crash of 1987, Black Monday, took place on October more...
A credit card is the small plastic card issued to more...
A credit crunch happens when banks are reluctant to loan more...
|Credit Default Swap
A credit default swap is a credit derivative. A more...
Credit history is generally a temporal record of repaying debt. more...
A credit limit is the explicit borrowing ceiling set by more...
A credit rating refers to the capability of companies to more...
A credit report is a detailed synopsis of information collected more...
A credit score is a value computed by a credit more...
A credit spread is an option strategy implemented by the more...
A credit union is a member-owned and controlled, financial cooperative more...
A creditor is a person or entity that is owed more...
CSO is an abbreviation for Chief Security Officer. A more...
A cumulative dividend is a dividend that, if the company more...
|cumulative total return
The cumulative total return on an investment is the total more...
|cup and handle
A cup and handle is a technical analysis charting formation more...
In FOREX markets, a currency pair is a price quote more...
Current dollars (also known as "nominal dollars") are dollars in more...
|current market value
The current market value of a stock is its most more...
Current ratio is balance-sheet financial performance measure of company liquidity. more...
Current yield is equal to a bond’s annual interest payment more...
CUSIP is an abbreviation for Committee on Uniform Securities Identification more...
A cycle is a recurring pattern, usually wavelike. In more...
When entire industries and the companies within them are characterized more...
A cyclical stock is one whose profits are highly correlated more...
The daily high is the highest price paid for a more...
The daily low is the lowest price paid for an more...
Daisy chaining is an illegal practice undertaken by brokers and more...
|Dark Cloud Cover
Dark cloud cover is a candlestick charting pattern that can more...
|date of maturity
The date of maturity is the date on which a more...
|date of record
The date of record is the date that determines which more...
DAX 100 is the abbreviation for Deutscher Aktienindex 100, a more...
A day trader is market participant who generally closes out more...
|dead cat bounce
A dead cat bounce is any sharp rise in prices more...
A dealer is an individual or entity that buys and more...
Death benefit is the sum amount paid by the insurance more...
A death put, sometimes called a survivor's option, is a more...
A debit is a bookkeeping entry that results in the more...
A debit card is a plastic card that resembles a more...
In business, a debt is an obligation of one party more...
Debt capital is funds supplied by lenders that is part more...
Debt consolidation is the replacement of several small debts with more...
|debt consolidation program
A debt consolidation program is a program in which several more...
Debt financing refers to the borrowing of funds in order more...
A debt instrument is a contractural or written assurance to more...
A debt limit is the maximum amount of debt which more...
The debt market is the market for trading debt securities. more...
For a company, the debt ratio indicates the relationship between more...
A debt security is a written agreement to repay a more...
Debt service refers to the series of payments of principal more...
|debt service coverage
The debt service coverage ratio calculates the amount of cash more...
|debt to equity ratio
The debt to equity ratio measures the portion of the more...
The debt/asset ratio measures the ratio of the company's assets more...
The debt/equity ratio is a capitalization ratio. The debt/equity more...
A debtholder is the investor who holds a debt instrument, more...
A debtor is a person or entity that is owes more...
The declaration date is one of three key dates associated more...
|deep discount broker
A deep discount broker is a financial professional who executes more...
|deep in the money
A deep in the money option is one that is more...
|deep out of the money
A deep out of the money option is presently worthless. more...
Default can be generally defined as a failure of a more...
Default risk is the risk born by a creditor that more...
In law, a defendant is the party that must respond more...
|defensive investment strategy
Defensive investment strategy is an investment approach to allocating a more...
A defensive stock is one whose profits are minimally impacted more...
A deferred annuity is a contract that delays annuity payments, more...
Deferred compensation is the portion of an employee’s income that more...
Deferred revenue is a liability that is created when monies more...
Deferred stock is one or more shares of stock that more...
Deferred tax represents a company's liability for taxes owed that more...
Deficit is an economic condition in which spending exceeds income. more...
Deficit spending represents an overload of government expenditures over government more...
|defined benefit plan
A defined benefit plan is a type of qualified retirement more...
|defined contribution plan
A defined contribution plan is a type of qualified retirement more...
Deflation is a broad decline in prices. Deflation occurs when more...
A deflator is used to convert current dollars into dollars more...
A delayed opening is the intentional postponement of the opening more...
Deleveraging is the unwinding of debt. Companies use leveraging more...
The term delinquent refers to a person or business entity more...
A public company is said to delist if it ceases more...
The specified month within which a futures contract matures and more...
Demand is an economic measure, which expresses a desire, as more...
Demand curve is a graphic representation of the demand schedule more...
A demand deposit is a type of financial account that more...
Demand elasticity, also known as price elasticity of demand, is more...
Demographics is the classification of populations, especially consumers, by various more...
The word denomination has three distinct but closely related uses more...
|Department of Housing and Urban Development
The Department of Housing and Urban Development, (HUD), established in more...
The term dependent generally describes a person who is financially more...
Deposit has two distinct meanings. Meaning one is applied more...
A deposit slip is a written form of notification that more...
Depositary Receipt (DR) was created in 1927 to aid US more...
Depreciable property is any property other than land a property more...
Depreciation is the reduction in the value of an asset more...
|Depreciation and Amortization
Depreciation and amortization are accounting transactions that record the loss more...
A depressed market occurs when supply overtakes demand, resulting in more...
In economics, a severe and prolonged recession is sometimes called more...
Deregulation is an act by which the government regulation of more...
A derivative, or derivative security, is an asset whose price more...
A derivative security is an asset whose price is based more...
Descending bottoms refers to a succession of lower lows in more...
Descending tops are a series of trades with each high more...
Devaluation is the reduction in value of a currency, relative more...
DIAMONDS are Exchange-Traded Funds (ETFs) trading on the American Stock more...
Digital money is money transmitted in electronic form to pay more...
A digital option is a type of exotic options which more...
|diluted earnings per share
Diluted earnings per share is earnings per share that fully more...
Diluted share is a term used in reporting earnings per more...
Dilution is the reduction of fractional ownership of each of more...
Diminishing return, or the law of diminishing return, is an more...
A dip in the market is a decline in prices, more...
Direct deposit is a program in which a payment is more...
|direct purchase program
A direct purchase program allows an investor to buy stock more...
|Direct Stock Purchase Plan
A direct stock purchase plan (DSP) is a company-sponsored program more...
A director is one of a group of individuals elected more...
Disability insurance is an insurance policy that pays supplemental income more...
A disclaimer is a decree that formally denies legal claim more...
Disclosure is the release of relevant information. Disclosure requirements play more...
Discontinued in a financial context is usually associated with discontinued more...
A discount is a difference between the price paid for more...
A discount broker is a stock broker offering low commission more...
A discount loan is a loan that does not require more...
|Discounted Cash Flow Analysis
Discounted cash flow analysis is a valuation tool analysts use more...
Disinflation occurs when the overall rate of inflation decreases over more...
Disposable income is money that can be spent, saved, invested more...
A distress sale occurs when, despite non favorable selling conditions, more...
A distressed security is a security belonging to a company more...
|diversified investment company
A diversified investment company is an investment fund that adheres more...
To divest is to liquidate, or sell off, one’s investment more...
Divestiture is the sale or disposition of a business by more...
A dividend is a payment by a corporation to its more...
A dividend clawback is an incentive for investors to keep more...
|dividend payout ratio
The dividend payout ratio is the percentage of a company's more...
The dividend rate is the amount of dividends per share more...
|Dividend Reinvestment Plan
Under a dividend reinvestment plan (also known as a DRIP more...
The dividend yield is computed by dividing the annual dividend more...
Dividends payable is a liability of the firm for the more...
Divisor is shorthand for the Dow Divisor. The popular Dow more...
The DJIA (Dow Jones Industrial Average), also known as the more...
|Dogs of the Dow
Dogs of the Dow is a popular investment strategy. The more...
|doing business as
If the name in use in the course of operation more...
A doji is a type of candlestick where the day's more...
|dollar cost averaging
Dollar cost averaging is long-term investment strategy in which a more...
Dot-com is an epithet for an Internet based company. A more...
A double bottom is a chart pattern created when a more...
Double taxation occurs when a government taxes the same income more...
Double top is a term used by technical analysts to more...
|double witching hour
Double witching hour refers to the final hour of the more...
The term “Dow” is usually used to mean the Dow more...
|Dow dividend theory
The Dow dividend theory is a popular but simple investing more...
|Dow Jones Asian Titans 50 Index
The Dow Jones Asian Titans 50 Index is an equity more...
|Dow Jones Averages
The Dow Jones Averages refer to three price-weighted stock market more...
|Dow Jones BRIC 50 Brazil Subindex
The Dow Jones BRIC 50 Brazil Subindex is an global more...
|Dow Jones BRIC 50 China Subindex
The Dow Jones BRIC 50 China Subindex is an international more...
|Dow Jones BRIC 50 Index
The Dow Jones BRIC 50 Index is an international free-float more...
|Dow Jones BRIC 50 India Subindex
The Dow Jones BRIC 50 India Subindex is an global more...
|Dow Jones CBOT Treasury Index
The Dow Jones CBOT Treasury Index is a fixed-income index. more...
|Dow Jones Composite Average
The Dow Jones Composite Average is a combination of the more...
|Dow Jones Composite Index
The Dow Jones Composite Index is a stock market index more...
|Dow Jones EURO STOXX 50
The Dow Jones EURO STOXX 50 Index is an equity more...
|Dow Jones Global Titans 50 Index
The Dow Jones Global Titans 50 Index is a worldwide more...
|Dow Jones Industrial Average
The Dow Jones Industrial Average is one of the, if more...
|Dow Jones STOXX 600 Real Estate Cap Index
The Dow Jones STOXX 600 Real Estate Cap Index is more...
|Dow Jones STOXX Americas 600 Real Estate Cap Index
The Dow Jones STOXX Americas 600 Real Estate Cap Index more...
|Dow Jones STOXX Americas 600 REITS Index
The Dow Jones STOXX Americas 600 REITs Index is a more...
|Dow Jones STOXX Asia/Pacific 600 Real Estate Cap
The Dow Jones STOXX Asia/Pacific 600 Real Estate Cap Index more...
|Dow Jones STOXX Asia/Pacific 600 REITS Index
The Dow Jones STOXX Asia/Pacific 600 REITs Index is a more...
|Dow Jones STOXX Europe 600 REITS Index
The Dow Jones STOXX Europe 600 REITS Index is a more...
|Dow Jones STOXX Global 1800 REITs Index
The Dow Jones STOXX Global 1800 REITs Index is a more...
|Dow Jones Transportation Average
The Dow Jones Transportation Average is the oldest of all more...
|Dow Jones Utility Average
The Dow Jones Utility Average was created after the Dow more...
A down payment is the amount paid in advance of more...
A downgrade is a reduction in the rating awarded a more...
In business jargon, downside is the risk of unfavorable outcome more...
Downside protection is a cushion against the potential loss resulting more...
Downside risk includes both the likelihood and extent to which more...
Downsizing is a cutback in a company's operations and usually more...
A downtick is a transaction that occurs at a lower more...
A downtrend refers to declining prices. A downtrend can more...
A downturn is a worsening of business or economic activity. more...
A dragonfly doji is a variation on the doji candlestick more...
|dressing up a portfolio
Dressing up a portfolio refers to the practice of some more...
DRIP is the acronym for Dividend Reinvestment Plan. In more...
|dual life insurance
Dual life insurance is a unique form of life insurance more...
Due diligence is a formal investigation into any proposed investment. more...
Due process is a judicial constitutional guarantee that no judgment more...
In US macroeconomic statistics, durable goods are arbitrarily defined as more...
|durable goods orders
The durable goods orders report is issued monthly by the more...
Dutch auction, started in Netherlands' farms, is a descending price more...
In international trade, a customs duty, or tariff, is a more...
The EAFE Index measures the overall performance of equities in more...
Early retirement occurs when an individual retires before the required more...
|early withdrawal penalty
An early withdrawal penalty is a fine levied on funds more...
Earned income is wages, salary, tips, fees or other compensation more...
|earned income tax credit
The earned income tax credit (EITC) is a tax refund more...
In everyday speech, earnings is often used interchangeably with income more...
|Earnings Before Interest
Earnings before interest and pretax operating income and pretax operating more...
|Earnings Before Interest and Taxes
Earnings before interest and taxes (EBIT) is an indicator of more...
An earnings estimate is an estimate of a company's future more...
Earnings growth is a key indicator for measuring a company's more...
The earnings multiple of a stock, also called the price/earnings more...
|Earnings per Share
A company's earnings per share (EPS) is determined by dividing more...
An earnings report is an official document published by a more...
An earnings surprise occurs any time a stock's earnings do more...
The earnings yield is earnings per share divided by the more...
EBIT is an acronym for Earnings Before Interest and Taxes. more...
EBITDA or "earnings before interest taxes depreciation and amortization" is more...
The ECB, or European Central Bank, is the central bank more...
Econometrics literally means “to measure economy”. Thus, econometrics is a more...
The economic cycle is the periodic fluctuation of the economy more...
An economist is a professional in the field of economics, more...
|economy of scale
Economy of scale (or economies of scale) fundamentally constitutes the more...
EDGAR stands for the Electronic Data Gathering, Analysis, and Retrieval more...
The education IRA is a savings plan for certain expenses more...
|effective annual interest rate
An effective annual interest rate is used to determine the more...
|effective tax rate
The effective tax rate for an individual is usually the more...
|Efficient Market Theory
Developed by University of Chicago professor Eugen Fama in the more...
|Electronic Funds Transfer
Electronic funds transfer, or EFT, is a system for transferring more...
|Elliott Wave Theory
Elliott Wave Theory was developed by Ralph Nelson Elliott in more...
In international commerce, an embargo is a government-mandated sanction that more...
Emerging market, or emerging economy, is market with a relatively more...
Eminent domain is a constitutional provision, through which the government more...
|Employee Stock Ownership Plan
Employee stock ownership plan (ESOP), also known as stock purchase more...
|Employee Stock Purchase Plan
An Employee Stock Purchase Plan gives employee the opportunity to more...
|Employment Cost Index
The Employment Cost Index, or ECI, is a quantitative measure more...
Enterprise zone is a specially designated area within which businesses more...
Entitlements are government benefits provided by law to eligible individuals. more...
An entrepreneur is someone who attempts to create a new more...
EONIA stands for the Euro OverNight Index Average. EONIA more...
EPS is earnings per share, the net income a company more...
Equities is another name for shares or stocks. To have more...
In business, equity refers to value of ownership. The more...
|equity line of credit
Equity line of credit, also known as home equity line more...
|equity loan rates
Equity loan rates are the interest rates charged on equity more...
Equity market, or stock market, is a system through which more...
An equity REIT is a company which owns a portfolio more...
|equity risk premium
Equity risk premium is a premium return of the stock more...
|Equivalent Taxable Yield
The equivalent taxable yield is used by investors to compare more...
In contract law, escrow is a legal arrangement whereby an more...
An escrow account is an account designated to hold escrow more...
Estate planning is a process of planning for efficient handling more...
The estate tax is simply a tax on assets charged more...
Estimated tax is tax that a self-employed individual or a more...
ETF stands for Exchange Traded Fund. An ETF is more...
Ethical investing, also known as Socially Responsible Investment (SRI), is more...
The EU, or European Union, is an inter-governmental, supranational organization more...
EURIBOR stands for the Euro Interbank Offered Rate. EURIBOR more...
The Euro (€) is the currency of 12 countries of more...
Eurodollars are large US Dollar deposits that are made in more...
The European Community is a confederation of European nations which more...
A European option is an option that can only be more...
A European-style option is an option that may be exercised more...
An evening star is a candlestick trading pattern that traders more...
Ex-dividend means a stock is trading without the rights to more...
The ex-dividend date is the date on which sellers rather more...
Excess returns are generally defined as the returns provided by more...
Exchange rate is a price or ratio at which one more...
|exchange rate risk
Exchange rate risk is the risk that a position will more...
|Exchange Traded Fund
An exchange traded fund (ETF) is a pool of stocks more...
|Exchange Traded Notes
Exchange Traded Notes (ETN) are considered senior, unsecured debt securities. more...
Exempt income is any income that is not subject to more...
The exercise price, or strike price, is the price at more...
The expense ratio measures the percentage of a mutual fund's more...
In derivatives markets, the expiration date is the date that more...
|exponential moving average
An exponential moving average is a more complicated form of more...
In financial accounting, an extraordinary item is a non-recurring event more...
Face value is the nominal, or stated, amount of security. more...
|fair market value
The fair market value of a stock or similar commodity more...
Fair value is a market price that both the buyer more...
A fairly valued stock is a stock whose perceived value more...
|Falling Three Methods
The falling three methods is a bearish candlestick charting pattern more...
|family of funds
A family of funds refers to a group of mutual more...
Fannie Mae, or the Federal National Mortgage Association, is one more...
The FDIC, or Federal Deposit Insurance Corporation, is an independent more...
The Fed Chairman is the Chairman of the Board of more...
|Fed funds rate
The Federal Reserve Board has the power to influence the more...
|Federal Home Loan Mortgage Corporation
The Federal Home Loan Mortgage Corporation (FHLMC) is a public more...
|Federal Housing Administration
The Federal Housing Administration, or FHA, is an agency of more...
|Federal National Mortgage Association
The Federal National Mortgage Association, or Fannie Mae, is one more...
|Federal Open Market Committee
The Federal Open Market Committee, or FOMC, is an arm more...
|Federal Reserve Bank
The Federal Reserve Bank is a federal entity that performs more...
|Federal Reserve Board
The Federal Reserve Board is the Board of Governors of more...
|Federal Reserve Discount Rate
The Federal Reserve discount rate is the interest rate charged more...
|Federal Reserve requirement
The federal reserve requirement is the amount of liquid assets more...
|Federal Reserve System
In the United States, the Federal Reserve System was established more...
An FHA loan is a loan insured by the FHA, more...
Fiat money is currency that cannot be redeemed for a more...
A FICO score is a credit score derived from the more...
A finance charge is any charge levied for the use more...
Finance company is an organization that originates loans for both more...
|Financial Accounting Standards Board
Since 1973, the Financial Accounting Standards Board (FASB) has had more...
Financial analyst is a finance professional who studies and reports more...
A financial planner is a professional who analyses individual financial more...
A fixed-rate mortgage, or FRM, has a fixed interest rate more...
A flat tax system has a fixed tax rate regardless more...
|flat yield curve
A flat yield curve has a small spread between short more...
|flexible spending account
A flexible spending account is a monetary employee benefit that more...
|flight to quality
Flight to quality refers to investors moving investments into low-risk more...
Float, also referred to as free float, is a number more...
|foreign exchange rate
A foreign exchange rate is the price of one currency more...
Forex stands for foreign (FOR) exchange (EX). The Forex more...
Form 10-K is an audited annual regulatory filing containing financial more...
A form 10-Q is a quarterly regulatory filing. A more...
Form 1098 is an IRS tax form filed by entities more...
Form 8889 is an Health Savings Account (HSA) related IRS more...
The Fortune 500 is a prestigious list of companies published more...
Forward PE means forward price-to-earnings ratio. Forward PE is more...
A fractional share is a fraction of a share or more...
A front-end load is a sales charge or commission that more...
The FTSE Group (pronounced “footsie”) computes tens of thousands of more...
A full-service brokerage offers investment research, tax advice, and retirement more...
Being fully invested means that all assets of a trading more...
A stock that is fully valued is priced at a more...
A fund family is a set of related funds, usually more...
A fund manager is an investment professional, who manages the more...
|fund of funds
A fund of funds is an investment vehicle that invests more...
Fundamental analysis attempts to find the actual value of a more...
The futures contract is a type of forward agreement, an more...
A futures option is an option on a futures contract. more...
GAAP - Generally Accepted Accounting Principles - are a collection more...
A gain is an increase in the value of an more...
In economics, GDP means Gross Domestic Product. GDP is more...
|GDP implicit price deflator
The GDP implicit price deflator measures the level of price more...
|General Obligation Bond
A general obligation bond is a municipal bond backed by more...
|Generally Accepted Accounting Principles
Generally Accepted Accounting Principles (GAAP) are the rules and practices more...
The gift tax is a US tax levied on gifts more...
Ginnie Mae stands for the Government National Mortgage Association. more...
The Glass-Steagall Act is a landmark bill in Federal banking more...
In business, globalization is a term used to describe the more...
Gold bullion refers to a bulk quantity of gold. more...
A gold standard is a monetary system in which a more...
Golden handcuffs are various incentives offered to key executives to more...
A golden parachute is an employment agreement that guarantees a more...
The term Goldilocks economy refers to an economy that’s not more...
|Goldman Sachs Commodity Index
The Goldman Sachs Commodity Index, now known as the S&P more...
|Good Til Canceled
A good til canceled order is an order to buy more...
The Gramm-Leach-Bliley Act is a federal banking and securities law more...
A gravestone doji is a variation on the doji candlestick more...
The Great Depression was the longest and most severe business more...
|greater fool theory
The greater fool theory says there's always someone – an more...
|growth and income fund
A growth and income fund is a mutual fund structured more...
A growth fund is a portfolio of securities whose investment more...
A harami cross is a candlestick charting pattern that can more...
|Head And Shoulders Pattern
A head and shoulders pattern is a technical analysis charting more...
Health insurance is a type of indemnity that provides financial more...
|Health Maintenance Organization
A health maintenance organization, or HMO, is a public or more...
A hedge fund is a private investment vehicle for institutional more...
A hidden load is a charge that an investor pays more...
A high-ratio mortgage is one with a high LTV, or more...
A high-tech stock is a publicly traded stock of companies more...
A histogram is a graph that shows how many times more...
Historical data is information about a company's past, such as more...
|historical trading range
The historical trading range is the lowest and highest price more...
|holder of record
The holder of record is the name which appears on more...
Home equity is the difference between a home’s value and more...
|home equity debt
Home equity debt is a loan that is secured by more...
|home equity line of credit
A home equity line of credit is a credit line more...
|home equity loan
A home equity loan is a broad term for credit more...
|home equity loan rate
A home equity loan rate is the interest rate on more...
|home equity loans
Home equity loans are a type of loan that is more...
|home loan refinancing
Home loan refinancing is the process of paying off a more...
Homeowner's insurance is a type of insurance policy that indemnifies more...
The HUI Index represents the symbol of the AMEX Gold more...
An HYIP investment is a High Yield Income Program. more...
Hyperinflation is the extremely rapid escalation of prices (typically more more...
The IMF, or International Monetary Fund, was conceived at the more...
The implied volatility of an asset is an estimate of more...
An item of value is in escrow when that item more...
|in the black
In the black means to be profitable. The term in more...
|in the red
In the red means to record a deficit or to more...
An income fund is a mutual fund structured to provide more...
Income property is real estate held as part of an more...
Income tax is tax levied against personal income or a more...
An incubator is an organization that helps a start-up business more...
An index is a hypothetical basket of securities or economic more...
An index fund is a portfolio of assets with allocation more...
The indicated dividend is the estimated cash dividends a stock more...
The indicated yield is the indicated dividend for a share more...
Indicators are used by market timers to try and divine more...
An individual investor is a person who manages his/her own more...
|individual tax return
An individual tax return is a tax return filed by more...
An inefficient market is one in which assets are underpriced more...
Inflation is a broad increase in prices. In practical terms, more...
The inflation rate is the increase in prices for a more...
An inflation-indexed security is a stock or bond whose return more...
The inheritance tax is tax imposed on the heirs of more...
An inside day is a day in which a stock's more...
Inside information is any kind of data pertinent to the more...
Insider is an individual who is purview to corporate information more...
An institutional brokerage is a an investment brokerage house or more...
An institutional investor is an organization that trades securities for more...
Institutional shares are a class of shares made available by more...
An insurance agent is an individual approved by the state more...
An insurance broker is a professional that helps consumers and more...
An insurance claim is an official request submitted to the more...
An insurance examiner is a professional charged with inspecting and more...
An insurance policy is essentially a contract between the insurer more...
Insurance premium is simply an amount of money paid for more...
An insured mortgage is a mortgage with an insurance policy more...
The interbank market refers to the market where banks make more...
An interest deduction is any deduction of interest payments that more...
An interest-only loan is any loan that is non-amortizing, at more...
|Internal Revenue Service
The Internal Revenue Service is the branch of the US more...
An international fund is a mutual fund that invests in more...
The actual value of a security, as opposed to its more...
|Inverse Head And Shoulders
An inverse head and shoulders is a technical analysis charting more...
|inverted yield curve
An inverted yield curve is one where the most long-term more...
In a business context, investing is the process of committing more...
In finance and business, an investment is an asset purchased more...
An investment adviser is someone who recommends the best ways more...
An investment bank is an institution that performs a variety more...
An investment club is a membership organization for investors. more...
An investment company is a firm whose business is to more...
An investment newsletter is a publication designed to help investors more...
Investment philosophy is a general approach that directs the decisions more...
Real property owned by an entity for other than its more...
Investment return is the change in value of the investment more...
An investment strategy is an investment approach taken to effectively more...
An investor is a person or entity that purchases assets more...
Adam Smith coined the phrase invisible hand in his 1776 more...
IPO is an acronym for Initial Public Offering. An more...
An IRA - Individual Retirement Account - is a tax-sheltered more...
An IRA rollover is a lump-sum distribution deposited from an more...
An irrevocable trust is a trust that once established, cannot more...
An itemized deduction is a deduction listed separately against a more...
J curve refers to the shape of a graph used more...
The January Barometer is a theory that states that if more...
Japan Inc. is a term that emphasizes Japan's traditional, highly more...
|Jarrow Turnbull Model
The Jarrow Turnbull Model is a model used to analyze more...
Java is a technology that was developed by Sun Microsystems more...
|Jekyll and Hyde
The term "Jekyll and Hyde" is a metaphor for internal more...
|Jennifer Lopez - J. Lo
Jennifer Lopez - J. Lo is a slang term used more...
The Jensen index is an index that compares the performance more...
JIC, which stands for "just in case," is a strategy more...
JIT, or "just in time," is a strategy used in more...
A jitney is a fraudulent investment practice in which two more...
JMD is the three-character currency abbreviation for the Jamaican Dollar more...
|Job and Growth Tax Relief Act of 2003
The Job and Growth Tax Relief Act of 2003 was more...
|Job Hunting Expenses
Job hunting expenses (expenses incurred in finding a new job) more...
A job lot refers to a particular contract that deals more...
|Job Openings and Labor Turnover Survey
The Job Openings and Labor Turnover Survey is a government more...
Jobs growth is the number of jobs added to the more...
JOD is the three-character currency abbreviation for the Jordanian Dinar more...
Joint is a term that refers to two things being more...
Joint account is opened by two or more owners. The more...
|joint and several liability
Under joint and several liability a plaintiff may recover full more...
|joint and survivor annuity
A joint and survivor annuity is a type of insurance more...
Joint bond, or a "joint-and-several bond" is a bond guaranteed more...
|joint life annuity
A joint life annuity is an insurance policy or contract more...
A joint mortgage is simply a mortgage with more than more...
A joint return is an IRS tax return that is more...
|Joint Stock Company
A joint stock company is a unique entity that resembles more...
|joint tax return
A joint tax return is one tax return filed by more...
|joint tenancy with right of survivorship
In joint tenancy with right of survivorship, each party owns more...
|Joint Tenants in Common
Joint tenants in common is a way for two or more...
|Joint Tenants with Right of Survivorship
Joint tenants with right of survivorship, sometimes abbreviated JTWROS, is more...
In law, a joint venture, commonly abbreviated JV, is a more...
A joint will is a type of legal agreement, in more...
JOLTS is the Job Openings and Labor Turnover Survey produced more...
Jonestown defense refers to an extreme defensive tactic used by more...
The Joseph Effect is the idea that movements over time more...
A journal is used to enter business transactions into an more...
JPY is the three-character currency abbreviation for the Japanese Yen more...
JTWROS, an acronym meaning joint tenants with right of survivorship, more...
A judgment lien is a court-ordered lien on a debtor's more...
A judicial foreclosure occurs when a lender involves the courts more...
A jumbo CD, or certificate of deposit, is a CD more...
A jumbo loan is a mortgage with a principal balance more...
Junior is a term that signifies that which is younger more...
|Junior Capital Pool
A junior capital pool (JCP) is a type of corporate more...
Junior debt is a debt (such as a bond) that more...
Junior equity is equity that ranks lower than some other more...
A junior mortgage is a mortgage that is subordinated to more...
Junior refunding refers to a refinancing of government or corporate more...
A junior security is a security that ranks below other more...
A junk bond is any bond that is rated below more...
|Just In Case
Just-in-case or JIC is an inventory management strategy where companies more...
Just title is any title that is free of claims more...
Just-in-time is an inventory system where raw materials are delivered more...
Kangaroos are Australian stocks. They are so-named because of the more...
A keepwell agreement is a contract between a parent company more...
A keiretsu is a group of closely related Japanese companies, more...
The Keltner channel is a market analysis indicator that measures more...
A Keogh plan is a retirement plan for self-employed individuals more...
KES is the three-character currency abbreviation for the Kenya Shilling more...
|Key Performance Indicators
Key Performance Indicators or KPI are financial and non-financial metrics more...
|key person insurance
Key person insurance, also known as key man life insurance, more...
|Key Rate Duration
Key rate duration measures portfolio sensitivity or security sensitivity. more...
Keynesian economics, also called Keynesianism, is named for economist John more...
KHR is the three-character currency abbreviation for the Cambodian Riel more...
A kickback is a payment of money, favors, or some more...
Generically, a kicker is a condition that causes some kind more...
|Kicking the Tires
Kicking the Tires is a slang term referring to the more...
A special tax on the investment gains and unearned income more...
A kill is defined as a cancellation of an order more...
The classic example of a killer application is VisiCalc, a more...
A killer bee is a party who helps a company more...
Kiting, or "floating," is a banking term that refers the more...
The Kiwi is the common term used for the New more...
The Klinger Oscillator is a market analysis indicator that that more...
KMF is the three-character currency abbreviation for the Comoros Franc more...
A knock-in option or “trigger” option is a type of more...
A knock-out option is a type of barrier option that more...
|Know Your Client
Know your client, or “KYC”, are the ethical and practice more...
|Know Your Customer
Know your customer, or “KYC” refers to guidelines of securities more...
Russian economist Nikolai Kondratiev theorized that capitalist economies move in more...
|Korean Composite Stock Price Indexes
The Korean Composite Stock Price Indexes refers to several indicators more...
KOSPI is the Korea Composite Stock Price Index (or Indexes). more...
In currencies, KPW is the abbreviation for the North Korean more...
A krugerrand is a gold coin minted by the Republic more...
KRW is the three-character currency abbreviation for the South Korean more...
Kurtosis, of Greek origin meaning "bulging" or "swelling", is a more...
In macroeconomic statistics, the labor force is the sum of more...
Labor relations can refer broadly to any dealings between management more...
The Laffer Curve is a mathematical shape that shows the more...
A lagging indicator is an economic statistic that changes after more...
Literally, laissez-faire is French for "let it be." More usefully, more...
Large cap is short for large market capitalization, which typically more...
A large-cap stock is the stock of a company having more...
|law of large numbers
The law of large numbers is a law of probability more...
A lead investor is the primary provider of risk capital more...
The investment banking firm that puts together the syndicate of more...
A leading indicator is a statistic that predicts trends in more...
LEAPS, or Long-Term Equity Anticipation Securities, are equity or index more...
A lease is a legal contract that transfers the right more...
A legal monopoly is a monopoly that has been specifically more...
In law, legal tender is payment that by statute must more...
Legislative risk is the potential of sustaining a loss on more...
|lender of last resort
A lender of last resort is a financial institution, such more...
|letter of credit
A letter of credit is a document a buyer requests more...
|letter of intent
A letter of intent is a document written by one more...
|Level I quotes
Level I quotes real-time (non-delayed live) quotes of the best more...
|Level II quotes
Level II quotes are everything included in Level I quotes more...
|Level III quotes
Level III quotes are everything included in Level I quotes more...
|level premium insurance
Level premium insurance is a type of life insurance policy more...
|level term insurance
Level term insurance is a type of term life insurance more...
Liability insurance is a form of protection against claims of more...
LIBOR stands for London Interbank Offered Rate. The British more...
A life annuity is an annuity that pays out periodic more...
Life insurance is a contract, according to which an insurance more...
|life insurance quote
A life insurance quote is the estimated cost of a more...
Limit down refers to the maximum amount that a futures more...
In trading, a limit order is an order to buy more...
The price specified in a limit order is called the more...
|Limited Liability Company
A limited liability company (LLC) is a corporate arrangement that more...
|Limited Liability Partnership
A limited liability partnership is a form of joint corporate more...
|line of credit
A line of credit, also called a credit line, is more...
In statistics, linear regression is a technique for estimating the more...
Liquidated damages are a payment agreed to by the parties more...
The liquidation value of a company is an estimate of more...
A liquidity ratio measures a company's ability to pay its more...
Listing requirements are the criteria set by a stock exchange more...
A living trust (also called a grantor trust, or revocable more...
A load fund is a mutual fund that charges a more...
A load-adjusted return is the investment return on a mutual more...
Loan stock is stock issued by a company in exchange more...
In real estate finance, the loan-value ratio is simply the more...
In the US, is the thirty-year Treasury bond is often more...
A long position in the stock market means that an more...
A long put is a relatively straightforward options strategy. more...
Look-ahead bias is use of information outside the time frame more...
A lookback option is a type of exotic option that more...
In marketing, a loss leader is an item priced not more...
A luxury tax is a tax on luxury goods. The more...
In the US, M1 is a narrow measure of the more...
In the US, M2 is a broad measure of the more...
In the US, M3 is a very broad measure of more...
MACD, which stands for Moving Average Convergence Divergence, is a more...
Macroeconomics is the study of the behavior of the overall more...
In the financial sense, a maintenance fee is a fixed more...
Majority ownership is ownership of 50% or more of another more...
In corporate governance, a majority shareholder is a shareholder that more...
A managed account is an investment account that is managed more...
Margin is money borrowed from a broker for trading purposes. more...
A margin account allows a trader or investor to buy more...
A margin agreement is a securities customer agreement signed by more...
A margin call is the demand by a brokerage that more...
A margin loan is a loan made by a broker more...
Margin rate has multiple financial meanings. The margin rate more...
|marginal tax rate
The marginal tax rate is rate of tax applicable to more...
|Mark to Market
Mark to market is an accounting calculation tracking the current more...
Market capitalization is the number of shares outstanding times the more...
In political economics, a market economy is an economy where more...
Market inefficiency is a condition that occurs when current prices more...
A market maker brings continueous liquidity to the trading market more...
Market share is the percentage of the total market that more...
|married filing jointly
Married filing jointly is the tax filing term for a more...
|married filing separately
Married filing separately is a tax filing status under which more...
In financial terms, MBS stands for mortgage-backed securities. MBS more...
Mean return for investors is the average expected return of more...
In statistics, the median is the middle of a distribution more...
The term medical expenses refers to certain dental and medical more...
Medicare is a national health insurance program for people age more...
The Merc commonly refers to Chicago Mercantile Exchange (CME). more...
The Mexican peso is the currency of Mexico. MXN more...
A micro-cap-stock is a stock with a very small market more...
Microeconomics is the branch of economics that deals with individuals, more...
A mid-cap (mid-capitalization) stock is issued by a corporation with more...
Minority interest represents shares owned by third parties when Company more...
Minority ownership is ownership of less than 50% of a more...
The misery index is the unemployment rate plus the inflation more...
|modern portfolio theory
Introduced by Nobel Prize winner Harry Markowitz in the 1950s, more...
A momentum indicator is a technical analysis indicator that attempts more...
Monetary policy is the management of a nation’s money supply more...
|money center bank
The term money center bank is used to describe the more...
Money flow is a tool used by technical analysts to more...
Money management is the managing of different uses of money more...
In financial services, a money manager is a general term more...
The money market is the market for short-term financial instruments. more...
|money market account
A money market account is a savings account that offers more...
|money market fund
A money market fund is open-ended and invests only in more...
|money market mutual fund
A money market mutual fund is a mutual fund that more...
In macroeconomics, the money supply is the amount of money more...
A monopoly is when one company dominates the market for more...
Monte Carlo methods are numerical techniques used for solving complex more...
A morning star is a candlestick charting pattern that traders more...
|Morningstar Rating System
The Morningstar rating system evaluates mutual funds according to a more...
In law, the word mortgage technically means a pledge of more...
A mortgage banker is an individual or organization that lends more...
A mortgage bond is a debt obligation secured by a more...
A mortgage banker is an individual or organization that acts more...
Mortgage insurance is insurance covering the lender or other holder more...
|mortgage interest deduction
In US federal taxation, the mortgage interest deduction is a more...
|mortgage life assurance
Mortgage life assurance is a policy designed to help pay more...
|mortgage life insurance
Mortgage life insurance is a type of life insurance policy more...
The mortgage rate is the rate of interest paid on more...
A mortgage refinance occurs when a borrower pays down an more...
A mortgage-backed security (MBS) is a security based upon a more...
Mr. Market is a metaphore created by investor Benjamine Graham. more...
|Multiple Listing Service
A Multiple Listing Service, or MLS, is a regional database more...
In an economic model, a multiplier is a number that more...
The multiplier effect describes how an increase in some economic more...
A municipal bond is a bond issued by a city, more...
A mutual fund is an investment company designed to pool more...
|mutual fund symbol
A mutual fund symbol is a group of letters and/or more...
|mutual life insurance company
A Mutual life insurance company is a life insurance provider more...
NAFTA (North American Free Trade Agreement) is a comprehensive free more...
A naked option is an option contract that creates potentially more...
NAREIT stands for the National Association of Real Estate Investment more...
As the world's largest electronic stock market, Nasdaq executes hundreds more...
|Nasdaq 100 Index
The Nasdaq 100 Index is an index representing the top more...
|Nasdaq Composite Index
Launched in 1971, the NASDAQ Composite Index is based on more...
Natural resources are naturally occurring features or characteristics of the more...
NAV (Net Asset Value) is a financial entity's assets minus more...
In real estate, negative equity describes a situation where the more...
|negative yield curve
A negative yield curve has short-term rates, or yields, higher more...
|negotiable certificate of deposit
A negotiable certificate of deposit is a large denomination certificate more...
Nellie Mae is a wholly owned subsidiary of SLM corporation, more...
|Net Asset Value
Net asset value (NAV) refers to the assets of a more...
Net assets (also known as owners equity, shareholders equity, or more...
|net book value
Net book value is the value of an asset on more...
Net income is the revenues of a company minus all more...
|Net Present Value
Net present value (NPV) is a method for evaluating the more...
Net worth is total assets minus its total liabilities. Put more...
|New York Stock Exchange
The New York Stock Exchange (NYSE) is a for-profit organization more...
A news ticker is an electronically transmitted scroll that conveys more...
The Nifty Fifty were fifty blue chip stocks that enjoyed more...
The Nikkei Index is the leading stock index in Japan. more...
A no-load fund is a mutual fund that is offered more...
A non-conforming loan is a mortgage that does not meet more...
|Non-Refundable Tax Credit
A non-refundable tax credit is a credit that can reduce more...
Nonfarm payrolls represent the total number of US employees on more...
|normal retirement age
Normal retirement age is the age at which a person more...
|normal yield curve
The normal yield curve is a yield curve with interest more...
A notary public (also called a notary, or public notary) more...
|NYSE Composite Index
The NYSE Composite Index is a New York Stock Exchange more...
|NYSE International Index
The NYSE International Index tracks the prices of the largest more...
|NYSE US 100 Index
The NYSE US 100 Index tracks the prices of the more...
The October effect is a theory that stocks decline during more...
|Odd Lot Theory
Odd lot theory is a theory within the discipline of more...
The OECD, or Organization for Economic Cooperation and Development is more...
OEX is the ticker symbol for the S&P 100 stock more...
An offshore company is a company that is incorporated in more...
On-balance volume (OBV) is an indicator that calculates a running more...
|one time charge
A one time charge is a charge against earnings that more...
Online banking is a service offered by banks that allows more...
Like a traditional broker, an online broker executes trades for more...
Online trading is a process by which securities are traded more...
OPEC is the Organization of the Petroleum Exporting Countries. more...
Any stock or equity which is owned is said to more...
The opening bell is a signal marking the commencement of more...
An option is a contract between a buyer and a more...
An option account is an account opened with an options more...
An option chain is a listing of available option strike more...
An option contract, sometimes simply called an option, is an more...
An option exchange is an exchange that trades option contracts. more...
An option holder is an individual or entity that has more...
Option premium refers to the per-share amount that a buyer more...
An option writer is an individual or entity that has more...
An organizational chart is a diagram that represents and defines more...
Organized labor is the labor union movement. The origins of more...
An orphan stock is a stock that is not preferred more...
|OTC Bulletin Board
The OTC Bulletin Board is an automated trading system managed more...
|out of the money
An option is out of the money if it cannot more...
Outsourcing is the practice of companies transferring work to outside more...
An overbought/oversold indicator is a type of indicator which seeks more...
A stock is overvalued if its current price exceeds the more...
The Pacific Rim is a geographic concept that encompasses more...
A paper profit is a unrealized gain on a security more...
Par value is the face or stated value of a more...
Passive income is income not earned from work. The more...
In US tax regulations, a passive loss is a loss more...
In the US, the phrase patent pending indicates that a more...
In corporate finance, the payback period is a simple measure more...
The payout ratio, sometimes called the dividend payout ratio, is more...
The PEG ratio is a formula used to estimate a more...
|Pension Benefit Guaranty Corporation
The Pension Benefit Guaranty Corporation is a Federal corporation that more...
A pension fund is an entity set up to collect more...
A pension plan is an agreement between an employer and more...
|per capita income
Per capita income is the average income for each person more...
A per diem is a daily allowance for expenses. more...
|permanent life insurance
Permanent life insurance is form of indemnity that offers extended more...
|Personal Consumption Expenditures
Personal consumption expenditures, also known as PCE, are all funds more...
The personal exemption is a dollar amount excluded from taxable more...
Phantom income is any income that is reportable as taxable more...
A piercing pattern is a candlestick charting pattern that can more...
A piggyback loan is a second mortgage used to add more...
The Pink Sheets is an electronic quotation system that provides more...
PMI, or Private Mortgage Insurance, is insurance that indemnifies a more...
A point-and-figure chart shows filtered price movements of a stock more...
Portfolio insurance is a strategy used to reduce risk and more...
Determining the mix of assets to hold in a portfolio more...
A portfolio manager is the asset management professional who makes more...
Portfolio turnover refers to the measure of trading activity in more...
The pound is a unit of currency. The pound, more...
|Power of Attorney
A power of attorney is a legal instrument used to more...
Pre-existing conditions are medical conditions or diseases that existed before more...
Precious metals are those scarce metallic elements with enough economic more...
Predatory lending refers to practices used by certain lenders do more...
Preferred shares are a hybrid form of capital that have more...
In options trading, the premium is the total price of more...
A prepayment penalty is a type of finance charge paid more...
Price fixing is an agreement by multiple competitors to set, more...
A price gap is simply an area within a particular more...
A price index measures the changes over time in prices more...
|price to cash flow ratio
The price to cash flow ratio is computed as the more...
|price to earnings ratio
The price to earnings ratio (P/E) is the stock price more...
|price to sales ratio
The price to sales ratio (PSR) is computed as the more...
In the US, the prime rate was historically defined as more...
Principal residence refers to the main home where a person more...
Pro forma financial statements are financial statements that include projections more...
Pro rata means in proportion to. Thus pro rata is more...
|Producer Price Index
The Producer Price Index (PPI) comprises a group of more...
|profit and loss statement
The profit and loss statement (or income statement, or P&L) more...
Profit margin is shorthand for net profit margin, or earnings more...
In the free market economy, the profit motive is the more...
Profit-sharing is an arrangement between an employer and employees in more...
A progressive tax levies higher taxes on those of greater more...
In law, a promissory note is a contract that involves more...
A proxy fight is a strategy typically used during a more...
A proxy statement contains information regarding an issue that needs more...
A proxy vote is a vote by one entity on more...
A public company is a company that has issued securities more...
In law, to say a piece of knowledge, invention, or more...
A public offering is an invitation to participate in a more...
Public relations is the effort to spread interest and promote more...
|purchasing power parity
Purchasing power parity calculates exchange rates in terms of how more...
In options trading, a put is the right, but not more...
In options trading, a put option is a bet that more...
The put/call ratio is the volume of put options divided more...
A pyramid scheme is an illegal "investment" in which vested more...
Qualified Institutional Buyer (or QIB) is a legal designation assigned more...
|qualified retirement plan
A qualified retirement plan meets the requirements of the IRS more...
Qualitative analysis in investment research refers to efforts by an more...
Quality assurance encompasses all planned and systematic actions and programs more...
On Wall Street, a quant is an expert in quantitative more...
Quantitative analysis is a process of disseminating financial data in more...
A quarterly report is an interim report that management issues more...
A quasi-public corporation is a privately operated company that is more...
The quick ratio is (cash + cash equivalents + accounts more...
|quid pro quo
The term quid pro quo derives from Latin and literally more...
In US securities law, the quiet period was historically a more...
In law, a quorum is the minimum number of members more...
In the financial markets, a quote is the price at more...
R&D stands for Research & Development, which is an activity more...
A rainmaker is an employee who generates a significant amount more...
A raise is an increase in one’s salary, wages, commissions, more...
|random walk theory
The random walk theory states that in an efficient market, more...
Range-bound trading is a purely technical method of predicting a more...
Particularly in residential real estate finance, a rate lock is more...
|rate of return
The rate of return is the percentage gain or loss more...
A rating service is an organization that provides assessments of more...
Reaganomics refers to the economic policies associated with former president more...
In common law, real estate refers to land and any more...
|real estate agent
A real estate agent is a person licensed at the more...
|real estate broker
A real estate broker is a real estate agent that more...
|real estate limited partnership
A real estate limited partnership is an investment vehicle for more...
|real estate mortgage investment conduit
A real estate mortgage investment conduit is a method of more...
Real GDP is gross domestic product in constant dollars. In more...
|real interest rate
A real interest rate is an interest rate adjusted for more...
|real rate of return
The real rate of return is the rate of return more...
In economics, real wages are the true value of wages more...
A realtor is a professional real estate agent, property manager, more...
The term recall has a number of meanings. A more...
As a rule of thumb, a recession is the fall more...
A red candlestick is used on a candlestick chart to more...
A red chip is stock of a company incorporated and more...
A refinance refers to the process of paying off an more...
Refinancing is the act of restructuring a debt or replacing more...
Refinancing cost is the amount of money a borrower will more...
The term refund has several meanings. A refund is more...
In the US, the term regional bank is used to more...
The term regional fund indicates that an investment vehicle is more...
|registered education savings plan
A Registered Education Savings Plan – or RESP – is more...
|registered investment adviser
A registered investment adviser is an entity registered with the more...
A registered security is a security whose ownership is registered more...
The abbreviation REIT stands for Real Estate Investment Trust. more...
Relative strength is a term associated with technical analysis that more...
|Relative Strength Index
The Relative Strength Index is a popular price-following oscillator that more...
Rent control refers to local ordinances that govern the amount more...
Renter's insurance indemnifies a tenant against various losses. Various types more...
|required rate of return
The required rate of return is the minimum rate of more...
|research and development
Research and development is a phrase used to describe the more...
The reserve requirement is the fraction of deposits that a more...
A residential mortgage is a mortgage loan for residential property, more...
A restricted CUSIP reflects the status of any restricted stock more...
Retail banking is a banking service that is geared primarily more...
A brokerage that primarily serves retail investors rather than institutional more...
Retail lending is the practice of loaning money to individuals more...
Retained earnings are accumulated earnings that have not been distributed more...
A retainer is a payment made in advance of receiving more...
Retirement commonly refers to the time in a person’s life more...
|Return on Assets
Return on assets is net income divided by total assets. more...
|Return on Equity
Put simply, return on equity is net income divided by more...
Reuters is short for the Reuters Group plc, a world-renowned more...
|Reuters Jefferies CRB Index
The Reuters Jefferies CRB Index is a global commodity index. more...
Revenue is a term primarily used in the United States more...
Revenue sharing has multiple meanings. Commonly, revenue sharing is more...
A reverse mortgage is a way for senior citizen homeowners more...
A reverse split is a reduction in the number of more...
|reverse stock split
A reverse stock split is a method used by a more...
A revocable trust is a trust that can be changed more...
|revolving line of credit
A revolving line of credit is a type of credit more...
An RIA is a Registered Investment Advisor. The term refers more...
|Rising Three Methods
The rising three methods is a bullish candlestick charting pattern more...
|risk adjusted return
The risk-adjusted return of an asset or a portfolio is more...
Risk arbitrage, or “risk arb” is usually taken to mean more...
Risk management is a systematic approach to minimizing an organization’s more...
In finance, the risk premium is the additional return received more...
In investing, risk tolerance is the willingness of an investor more...
|risk-free rate of return
The return an investor can expect to receive on a more...
ROE is an abbreviation for return on equity, which is more...
ROI, or return on investment, is a measurement of performance more...
A rollover mortgage, also called a renegotiable rate mortgage, is more...
A Roth IRA - Individual Retirement Account - is a more...
|Roth IRA Conversion
A Roth IRA conversion is the conversion of a individual more...
|Run On The Bank
A run on the bank occurs when customers/institutions panic and more...
The rupee is a unit of currency. The rupee more...
The Russell 2000 is a stock-market index measuring the performance more...
|Russell 2000 index
The Russell 2000 index is a market capitalization-weighted index comprised more...
The Russell 3000 is an index calculated by ranking all more...
|Russell Top 50 Index
The Russell Top 50 Index is an a large cap more...
The rust belt is an economic region in the northeastern more...
An S corporation is a corporation that for tax purposes more...
|S&P 1500 Index
The S&P 1500 Index is a broad equity index. The more...
|S&P 400 Index
The S&P 400 Index is an equity index representing 400 more...
|S&P 500 Index
The S&P 500 Index is a well known and followed more...
|S&P 500 Mini
A S&P 500 Mini is a derivative contract created for more...
|S&P 600 Index
The S&P 600 Index is an equity index representing 600 more...
|S&P Global 1200 Index
The S&P Global 1200 Index is a worldwide equity index more...
|Salary Reduction Simplified Employee Pension Plan
A salary reduction simplified employee pension plan was an investment more...
Schedule A is an IRS form that accompanies the tax more...
Schedule D is an IRS income tax form. Taxpayers more...
SEC stands for the United States Securities and Exchange Commission. more...
Section 1031 refers to a portion of the U.S. tax more...
Section 1259 is a portion of the federal tax code more...
|Section 1341 Credit
A section 1341 credit is a tax credit taxpayers may more...
A section 988 refers to a tax rule governing capital more...
In the United States, a self-employed person is any person more...
A self-employment tax is assessed by the IRS on the more...
A sell order is an order to sell a stock more...
|Senkou Span B
While it can be used as a stand-alone tool, the more...
Sentiment is a measure of the bearishness or bullishness of more...
A SEP, or Simplified Employee Pension, is a retirement plan more...
A serial option is an option investors may buy on more...
In candlestick charting, a shadow is a line on a more...
A shareholder is an individual or organization owning stock in more...
|shareholder of record
The shareholder of record is the person named on the more...
The Sharpe Ratio is a simple measure of the risk-adjusted more...
|short interest ratio
Short interest ratio is a metric that reveals positive or more...
The holder of a short position is bearish on the more...
A short straddle is an advanced options strategy used to more...
|Short Tax Year
A short tax year is any period of less than more...
Shorting a stock or other asset is the selling of more...
When the price of a stock moves neither steadily upward more...
A signal line is a term commonly encountered in technical more...
|Simplified Employee Pension
A Simplified Employee Pension, or SEP, is a retirement plan more...
Sin tax is a term that identifies a tax levied more...
Skewness is a descriptive statistic that is used in analyzing more...
A small-cap stock has a market capitalization between $500M and more...
|Social Security Tax
The social security tax is a tax the federal government more...
|Socially Responsible Investing
Socially Responsible Investing (also known as SRI) requires funds to more...
A sole proprietorship is a business that one person owns, more...
The Sortino Ratio is a tool, like the Sharpe Ratio, more...
The SOX Index represents the symbol of the Philadelphia Stock more...
|Special Assessment Tax
A special assessment tax is a charge or levy a more...
A spinning top is a type of candlestick on a more...
Spread can mean several different things to investors, depending on more...
Any individual, group or business with a vested interest (a more...
A stamp duty broadly refers to any tax a government more...
A standard deduction is an amount of income that can more...
|standard mileage rate
The standard mileage rate refers to a federal tax deduction more...
In candlestick charting, a star refers to a small-bodied candle more...
|State Income Tax
State income tax is a tax states levy on personal more...
STIX is a technical indicator. STIX stands for Short more...
Stock is a security issued in the form of shares more...
A stock buyback occurs when a company repurchase their own more...
A stock dividend is a dividend that is paid in more...
Stock exchanges are responsible for listing and trading the stocks more...
A stock fund invests primarily in corporate equity securities and more...
|stock market analysis
A stock market analysis is an evaluation of the market more...
|stock market breadth
Stock market breadth is a tally of how many stocks more...
|stock market close
The stock market close has traditionally been at 4 pm more...
|stock market index
A stock market index is a hypothetical basket of securities more...
|stock market letter
A stock market letter is a term used to describe more...
|stock market order
In general, a stock market order refers to any one more...
|stock market timer
A stock market timer attempts to profit by predicting the more...
A stock option is the right, but not the obligation, more...
|Stock Replacement Strategy
A stock replacement strategy is an approach to investing that more...
|Stock Repurchase Program
A stock repurchase program is initiated by corporations to buy more...
Stock screening is the process of finding stocks that meets more...
A stock split occurs when a company releases additional stock more...
Stock symbol refers to the identifying letter code for a more...
Stock ticker is another expression for "ticker" or "ticker tape," more...
A stockholder, or shareholder, is an individual or organization owning more...
|stockholder of record
The stockholder of record is the registered owner of a more...
A stop order is an order to automatically liquidate a more...
A stop-limit order automatically liquidates a stock at a specific more...
A stop-loss is used to specify a price at which more...
An investor is stopped out of a position when a more...
A story stock is one that trades primarily on expectations more...
A strangle is an advanced options strategy that requires the more...
The strike price of an option is the price at more...
|Subprime Credit Card
A subprime credit card is a credit card designed for more...
A subprime loan is a loan given to a borrower more...
|Swap Transferring Risk With Participating Element
A Swap Transferring Risk with Participating Element or STRIPE is more...
The Swedish krona is the currency of Sweden. As more...
The Swiss franc is the currency of Switzerland. CHF more...
Synthetic dividend refers to a strategy whereby an investor creates more...
A tax is a charge levied the government on citizens, more...
A tax advisor is a specialist that offers tax expertise more...
A tax base is comprised of or refers to the more...
A tax bracket is the rate of income tax an more...
Tax court is a federal court wherein taxpayers can challenge more...
A tax credit is a direct reduction in the amount more...
A tax deduction is a provision in the U.S. tax more...
|Tax Equity and Fiscal Responsibility Act of 1982
The Tax Equity and Fiscal Responsibility Act of 1982 was more...
Tax evasion is the deliberate underpayment or non-payment of taxes more...
Tax exempt is a status or condition in which an more...
|Tax Freedom Day
Tax freedom day is the day the average working American more...
A tax haven is a territory where a person or more...
A tax holiday is a temporary reduction or elimination in more...
A tax liability is simply a legal claim on assets more...
A tax lien gives a governing, taxing authority a legal more...
Tax planning is a process individuals, businesses, and organizations use more...
A tax is an amount charged by an authority, generally more...
|Tax Reform Act of 1986
The Tax Reform Act of 1986 constituted a major overhaul more...
A tax refund is a payment by the IRS or more...
A tax return is the form or set of forms more...
A tax schedule refers to the variety of forms used more...
Tax Selling, also known as tax-loss harvesting is the practice more...
A tax shelter is a legal means of lowering or more...
A tax shield is a legal means of reducing income more...
A tax swap is a method of realizing a capital more...
A tax table is a set of columns and rows more...
A tax year is a 12-month period initiated by a more...
A tax-exempt security is an investment instrument that produces income more...
|Tax-Free Savings Account
A tax-free savings account is a Canadian savings account that more...
Taxable estate is the fair market value of one's assets more...
A taxable event is any transaction or occurrence that results more...
Taxable income is all income that is subject to taxation more...
|taxable wage base
The taxable wage base refers to the amount of wages more...
Taxation is power of government in which a governing authority more...
|Taxation Without Representation
Taxation without representation refers to a governance issue wherein a more...
|Taxpayer Advocate Service
The Taxpayer Advocate Service is an independent office within the more...
|Taxpayer Identification Number
A taxpayer identification number is a number the IRS uses more...
Technical Analysis is a method of forecasting prices of stocks, more...
A technical analyst believes that prices move in predictable patterns, more...
A technical indicator is a series of values derived (i.e. more...
A TED spread is a yield spread. On any more...
|term life insurance
Term life insurance is a form of life insurance that more...
|term life insurance quote
A term life insurance quote is an estimate of the more...
For IRS tax purposes, a person is considered terminally ill more...
|Three Black Crows
Three black crows is a candlestick charting pattern used in more...
|Three White Soldiers
In technical analysis, three white soldiers is a candlestick charting more...
The New York Stock Exchange (NYSE) Tick is a measure more...
A ticker symbol is a combination of letters used to more...
In options trading, the time value of an option is more...
|Time Value of Money
Time value of money is the financial concept that deals more...
|timing the market
An investor who is timing the market attempts to increase more...
A TIN, also known as a taxpayer identification number, is more...
Tip income is compensation in addition to salary or hourly more...
TIPS are Treasury Inflation Protected Securities. As with other notes more...
Total return is the sum of dividends, interest, and capital more...
Total tax represent the total federal taxes a specific taxpayer more...
A toxic asset is any asset that has a current more...
A trailing PE is a price-earnings ratio based on the more...
Transaction costs are costs incurred to complete a financial transaction. more...
Transportation expenses are the direct cost of traveling to conduct more...
Travel expenses are deductible business expenses incurred while traveling away more...
To help finance federal spending, the Treasury sells short term more...
|Treasury Inflation-Protected Security
A Treasury Inflation-Protected Security (TIPS) is a U.S. Treasury bond more...
A treasury stock is a stock issued by a public more...
A trend is the overall general direction of movement in more...
A trendline is a straight line connecting multiple points on more...
The tri-star is a rare candlestick charting pattern that signals more...
The triple bottom is a technical analysis pattern that signals more...
A triple top is a price pattern used by technical more...
Triple Witching is a market phenomenon that occurs when contracts more...
A trust company is a firm, usually associated with a more...
An investment product that consists of a diversified basket of more...
|umbrella liability insurance
Umbrella liability insurance is coverage for an individual or company more...
Undercapitalization is the condition that occurs when a business lacks more...
|underfunded pension plan
An underfunded pension plan has liabilities exceeding assets. A plan more...
The term underlying generally refers to the asset that a more...
For municipal bonds, an underlying debt is the debt held more...
Also called an underlier, an underlying security is the security more...
Underpayment penalty is a tax penalty assessed by the IRS more...
A stock is undervalued when, based on fundamentals like earnings more...
In finance the term underwater can have two distinct meanings. more...
An underwriter gives financial support and takes responsibility for paying more...
Unearned income is any income that comes from sources other more...
Unemployment describes the state of a worker who is able more...
Unemployment income is compensation received from state and federal programs more...
|Uniform Gift to Minors Act
The Uniform Gift to Minors Act creates a custodial vehicle more...
Universal life insurance is a life insurance policy which combines more...
|Universe of Securities
Universe of securities refers to a group of stocks that more...
An unrealized loss is a loss on an investment that more...
An unrealized profit is a potential profit that has not more...
An uptick is a transaction that occurs at a higher more...
The US dollar is the currency of the United States more...
|US Dollar Index
The US Dollar Index is an index that measures the more...
|US Savings Bond
A US savings bond is a bond sold by the more...
The US Treasury (United States Department of the Treasury) is more...
|US Treasury Bill
A US Treasury bill is a short-term bond sold by more...
|US Treasury Bond
A US Treasury bond is a government bond sold by more...
|US Treasury Note
A US Treasury note is a government bond sold by more...
|US Treasury Securities
US Treasury securities are debt obligations (bonds) sold by the more...
Useful life refers to the expected period of time that more...
Valuation is the attempt to determine whether a stock is more...
|Value Added Tax
A value added tax is sometimes referred to as VAT. more...
A mutual fund that employs a value approach to investing more...
Value investing is an investment technique where one buys shares more...
A value stock is a stock that, in the opinion more...
Value-added is used in several ways to indicate an enhancement more...
A vanilla option is a basic option with no special more...
A variable annuity provides a varying rate of return on more...
Variable life is a type of whole life insurance that more...
A variable rate is an interest rate that may fluctuate more...
Variance is a measure of volatility. Variance is calculated as more...
The vega of a derivative shows how the value of more...
Venture capital is a source of funding for a high more...
|venture capital firm
A venture capital firm is an investment company that invests more...
In strategic management and microeconomics, vertical integration is the consolidation more...
To become vested employees of a company or corporation must more...
Viral marketing exploits existing social networks to rapidly spread a more...
VIX is the CBOE Volatility Index, created by the Chicago more...
In finance, volatility is a statistical measure of the tendency more...
The volatility ratio is an indicator developed by Jack D. more...
The options phenomena known as the volatility smile occurs when more...
Volume is a measure of trading activity. On stock more...
|Volunteer Income Tax Assistance
Volunteer Income Tax Assistance is an IRS-sponsored program in which more...
A W-2 form is a wage and tax statement that more...
A W-2 Form is an income tax withholding document that more...
A W-4 form is a US federal tax form on more...
A W-8 Form is a request by a payer for more...
A W-9 Form is a document issued by a payor more...
Wall Street is a street in downtown New York City more...
|Wall Street analyst
A Wall Street analyst is a security analyst who works more...
A wallflower stock is one that has been largely ignored more...
A war chest contains funds that are set aside and more...
A warrant, or stock warrant, is a security issued by more...
Warren Buffett was born in Omaha, Nebraska on August 30, more...
A wash sale occurs if an investor sells a stock more...
|wash sale rule
The wash sale rule is an IRS rule that prohibits more...
Weighted alpha is a measure of stock price movements over more...
A weighted average is an average that adjusts for the more...
Whipsaw refers to the rapid movement of stock prices, either more...
A whisper number is an unofficial, unpublished forecast of a more...
In US employment law, a whistle blower is an employee more...
When a stock or other security closes higher at the more...
A white knight is a friendly bidder who steps in more...
White-collar is a term that refers to workers who are more...
|whole life insurance
Whole life insurance, also known as ordinary, permanent, and straight more...
Wholesale is the sale of goods, usually in quantity, for more...
Wholesale banking can mean two different things. Sometimes wholesale banking more...
A wholly-owned subsidiary is a company whose stock is entirely more...
A widow-and-orphan stock is a low risk stock that pays more...
The Wilshire 5000 Index was created by Wilshire Associates in more...
Window dressing can have at least two meanings. In accounting more...
A wire transfer is simply an electronic transfer of funds. more...
Withholding refers to the deduction of payroll taxes from an more...
A withholding tax is a tax automatically taken from income more...
The World Bank is an international institution, owned by about more...
|World Trade Organization
The World Trade Organization (WTO) is an international body that more...
The letter X has a variety of meanings in the more...
The XAU Index represents the symbol of the Philadelphia Gold more...
XD means ex-dividend or without the dividend. The ex-dividend more...
Xenocurrency refers to a currency that is traded or circulated more...
The XOI Index represents the symbol of the American Stock more...
The letters XR are an abbreviation for ex-rights. Stocks more...
The letters XRT are an abbreviation to signify that a more...
The letters XW are a symbol used to identify when more...
A yardstick originally meant a flat wooden board that measures more...
In employee compensation, a year-end bonus is additional compensation paid more...
Year-over-year is a term used frequently in investment research and more...
In accounting and related reporting contexts, year-to-date signifies that reported more...
The yen is the currency of Japan. Japan's New more...
In general, yield is a term that defines a return more...
A yield curve is a plot of the yields of more...
The term yield spread is the name given to the more...
|yield to maturity
Yield to maturity, the most widely quoted yield for bonds, more...
YTD is the abbreviation for Year-To-date. YTD measures differences in more...
The yuan is technically the base unit of the renminbi, more...
ZAR is the three-character currency abbreviation for the South African more...
A ZBA, or zero-balance account, is a type of checking more...
ZBB, or Zero-Based Budgeting, is a budgeting method where justification more...
ZEBRA is an abbreviation for zero basis risk swap. A more...
|Zero Balance Account
A zero balance account is a bank account with no more...
|Zero Based Budgeting
Zero based budgeting is a method of budgeting where proposed more...
|Zero Basis Risk Swap
A zero basis risk swap, or ZEBRA, is a specialized more...
|Zero Cost Collar
Zero cost collar or zero cost option is an option more...
In securities trading, a zero downtick is a trade that more...
|zero minus tick
A zero minus tick transaction occurs when a listed stock more...
|zero plus tick
Zero plus tick refers to a transaction where the price more...
In securities trading, a zero uptick is a trade that more...
Zero-base budgeting is a budgeting method that management uses which more...
A portfolio of assets constructed to have no systemic risk more...
A zero-coupon bond is a bond that does not pay more...
A bond that has no coupon and is convertible into more...
In mathematical game theory, a zero-sum game is a game more...
ZMK is the three-character currency abbreviation for the Zambian Kwacha more...
The term "zombie" refers to a company that is insolvent more...
A zone is a region classified by government law (usually more...
Zoning is a method by which a government (usually a more...
ZWD is the three-character currency abbreviation for the Zimbabwe Dollar more...