View our list of the most helpful finance terms below
12b-1 Fees 403(b) vs Pension Plan
403(b) Plan Termination 401(k) Plan Report
50/30/20 Budget Rule 1031 Like-Kind Exchanges
1031 Exchange Specialist 1031 Exchange Service Lawyer
1031 Exchange Advisors 401(k) Recordkeepers
401(k) Statement 401(k) Blackout Period
401(k) Summary Plan Description 403(b) Plan Fee Disclosure
403(b) Plans and Social Security 100% Equities Strategy
403(b) vs IRA 5-Year Certain Annuity
30-Year Treasury 10 Year Treasury Note
12b-1 Funds 72(t) Distribution
408(b)(2) Disclosures 5-Year Rule
26f Investment Programs 403(b) vs 457(b)
Annuity Income Planning Aggressive Investing
Affiliate Affordable Care Act's (ACA) Medicaid
Accounting Consultant Application-Specific Integrated Circuit (ASIC)...
Asset Manager Asset Management Company (AMC)
Asset-Liability Management Accountant vs Controller
Agricultural Accountant Aleatory Contract
Accounting Specialist Association of Chartered Certified Accountants...
Annuity Mortgage Administrative Services Only (ASO)
American Funds Retirement Income Portfolio Actual Deferral & Actual Contribution...
Anti-Dilution Provision Alphabet Stock
Ascending Triangle Aroon Oscillator
Autoregressive Integrated Moving Average (ARIMA) Autoregressive
Ad Valorem Tax American Opportunity Tax Credit (AOTC)
Additional Child Tax Credit After-Tax Income
Alternative Trading System (ATS) Accepting Risk
Blend Investing Banker's Check
Behavioral Finance Brick and Mortar
Burning Cryptocurrency Bank Account Overdraft
Business Bank Accounts Bank Sign-up Bonus
Bank Account Garnishment Bank Account Number
Bankruptcy Letter Bankruptcy Law
Bankruptcy Discharge Date Bankruptcy Trustee
Blockchain Nodes Blockchain Procurement
Blockchain Programming Language Blockchain Proof-of-Stake
Blockchain Payment System Blockchain Phone
Blockchain Nonce Blockchain Wallet
Blockchain Identity Management Blockchain Hyperledger
Blockchain Encryption Bank Account Verification
Basis Risk Blockchain Developer
Blockchain Unconfirmed Transaction Blockchain-Based Timestamping
Blockchain Authentication Blockchain Bridges
Blockchain DNS Blockchain Architecture
Blockchain Technology Blockchain Certification
Commission-Based Advisor Crummey Trust
Contrarian Investing Crowdfunding Investments
Collectibles Investments Cost-Push Inflation
Charitable Remainder Trust Credit Report
Capital Gains Tax Planning Canada Pension Plan (CPP)
Church Retirement Plan Confederate Pension
Cash Flow Management Cryptocurrency Analysis Tool
Cryptocurrency Cloud Mining Cryptocurrency Taxes
Cryptocurrency Airdrop Cryptocurrency Alerting
Cryptocurrency Arbitrage Trading Platform Commodity Market Hours
Cryptocurrency Trading Credit Union Routing Number
Chartered Asset Manager (CAM) Crypto Asset Management
Commodities Futures Contract Callable CD
Capital Gains Yield Capital Gains and Losses
Commodity Trading Commodity Trader
Commodity Prices Credit-Based Insurance Score
Commodity Price Index Commodity Market
Capital Loss Carryover Corporate Bankruptcy
Chartered Accountant Chapter 12 Bankruptcy
Cryptocurrency Tax Accountant Check Endorsement
Debt-Free Retirement Digital Estate Planning
Discretionary Income Debt Settlement
Defaulted Loans Downsizing in Retirement
Debt Reduction Strategies Divorce Financial Planning
Depreciation Recapture Delisting
Delayed Financing Exception Dogs of the Dow
Dutch Auction Deposit at Custodian (DWAC)
Dual Listing Dual Income, No Kids (DINK)
Dual-Class Stock Discount Bond
Dark Pool Decision Analysis (DA)
Depositary Receipt Distressed Securities
Decoupling Direct Participation Programs (DPPs)
Declaration of Trust Decreasing Term Insurance
Depository Trust and Clearing Corporation (DTCC) Depository Trust Company (DTC)
Distribution Waterfall Darvas Box Theory
Descending Triangle Divergence
Dragonfly Doji Candlestick Dark Cloud Cover
View All D TermsEarly Retirement Incentives Estate Planning in Retirement
Envelope Budgeting Education Planning
Exchange-Traded Commodity (ETC) Earnest Money
Enterprise Blockchain Emerging Markets Bond Index (EMBI)
Economic Recovery Tax Act of 1981 (ERTA) Electronic Federal Tax Payment System (EFTPS)
Exchange Traded Derivative Escrowed Shares
Equity Co-investment Equity-Linked Security (ELKS)
Easement In Gross Equity Capital Market (ECM)
Efficient Market Hypothesis (EMH) Equity Funds
Educational Trusts Endowments and Foundations Management
Education Tax Credits Expat Retirees
Early Withdrawal Penalty Excess of Loss Reinsurance
Experience Rating in Insurance Employers' Liability Insurance
Employment Insurance (EI) Errors and Omissions Insurance (E&O)
Financial Coach Financial Planner
Financial Advisor Scams Fee-Based Advisor
Fiat Money Financial Plan Implementation
Financial Milestones Financial Freedom
Family Business Valuation Family Wealth Education
Family Wealth Management Frozen 401(k)
Farmland Investments Financial Planning for Allied Health Professionals
Financial Planning for Military Families Fannie Mae Senior Housing Loan
Frozen Bank Account Fannie Mae Multifamily Loan
Fannie Mae Student Housing Loan Fannie Mae Home Price Index
Fannie Mae Short Sale Fannie Mae Manufactured Community Housing Loan
Fannie Mae Homestyle Loan Fannie Mae Military Housing Loan
Fannie Mae Gift of Equity Fannie Mae vs Freddie Mac vs Ginnie Mae
Fannie Mae Cash-Out Refinance Forbearance Plan
Financing Concession Fannie Mae Certificate of Occupancy
Fannie Mae 2-1 Buydown Fannie Mae HomePath
Financial Advisor Bio Fixed Asset Management
Fixed-Rate Certificate of Deposit Farm Accountant
Forensic Accounting Forensic Accountant
Follow-On Public Offer (FPO) Follow-on Offering
View All F TermsGig Economy Financial Planning Guaranteed Retirement Income
Global Macro Hedge Fund Gold-Backed Cryptocurrency
Greater Fool Theory Gray Market
General Public Distribution (GPD) Growth at a Reasonable Price (GARP)
Good 'Til Canceled (GTC) Gravestone Doji
Good This Week (GTW) Guppy Multiple Moving Average (GMMA)
Government-Sponsored Retirement Arragement (GSRA) Gross Net Written Premium Income
Galliard Retirement Income Fund CL 35 Government Pension Fund of Norway (GPFN)
Growth and Income Fund Gann Angles
Gilt-Edged Securities Group Health Insurance
Group Life Insurance Guardrails Approach
Graded Vesting Guaranteed Bond
Guaranteed Issue Life Insurance Gap Insurance
Garage Liability Insurance Group Term Life Insurance
Gordon Growth Model Gift in Trust
Holistic Financial Planning High-Yield Savings Accounts
How to Set up a Trust Fund High-Net-Worth Financial Planning
Hardship Exemption Healthcare Pension Plan
HomeReady Mortgage Homebuyer Education Course
Hung Convertibles Hard Call Protection
Hidden Values Held-to-Maturity (HTM) Securities
Homemade Dividends Hanging Man Candlestick
Horizontal Channel Heroes Earned Retirement Opportunities Act (HERO)
Hammer Candlestick Holding the Market
Headline Risk Hazardous Activity
Hard-To-Borrow List Hurricane Deductible
Hikkake Pattern High-Low Index
Herrick Payoff Index Heikin-Ashi Technique
Head-Fake Trade Hollywood Stock Exchange (HSX)
Harami Cross Head and Shoulders Pattern
View All H TermsInheritance Planning Irrevocable Trust
Impact Investing Index Funds vs Mutual Funds
Investment Advice Investment Broker
Investment Planner Investment Philosophy
Investing in Commodities Inflation
Inflation Protection Strategies Inflation-Linked Bonds
Inflation-Protected Securities Inflation-Adjusted Annuities
Inflationary Risk Intra-Family Loans
Income Annuities for Retirement Inventory Turnover Rate (ITR)
IRA Rollover IRA Rollover Form
Irrevocable Beneficiaries Indicators
Inside Day Impulse Wave Pattern
Ichimoku Cloud Incontestability Clause
Instrument Inverse Head And Shoulders
International Swaps and Derivatives Association... Idiosyncratic Risk
Inflation Swap Income-Based Valuation
View All I TermsJoint Bank Account Jewelry Floater
Joint Life With Last Survivor Annuity Jurisdiction Risk
Joint Bond Japanese Government Bond (JGB)
Joint Life Expectancy Table Jumpstart Our Business Startups (JOBS) Act
Joint Will Joint and Survivor Annuity
Joint and Several Liability J-Curve
View All J TermsKagi Chart Kijun Line (Base Line)
Kijun-Sen (Base Line) Klinger Oscillator
Know Sure Thing (KST) Kidnap Insurance
Kiwi Bond Key Person Insurance
Kangaroo Bond Know Your Customer (KYC)
Key Person Disability Insurance Key Rate Duration
Keogh Plans KIPPERS | Kids In Parents' Pockets Eroding...
Key Performance Indicators (KPI) Knowledge Economy
View All K TermsLoad Fund Loan Repayment Period
Loan Offset Late Retirement Credit
Low-Risk Mutual Funds Long-Term Mutual Funds
Lieutenant Colonel Pension Plans Loss Mitigation
Life Cycle Asset Management Layer 1 Blockchain
Life Insurance Exam Listing Requirements
Locking in Profits Locked-in Retirement Account (LIRA)
Limited Common Elements Letter of Administration
Lock-Up Agreement Liquid Alternatives
Life Insurance Annuity Lottery Annuity
Medicare Planning Money Market Funds
Money Market Accounts Microfinance Investments
Multi-Family Offices Multiemployer Pension Plan
Military Spouse Financial Planning Medical Lines of Credit
Medicaid Asset Protection Trust Multi-Family Line of Credit
Medicare Appeal Maximum Foreseeable Loss (MFL)
Mortgage Life Insurance Marketing Accountant
Macaulay Duration Make-Whole Call Provision
McClellan Oscillator Market Indicators
Market Breadth Modified Gross Lease
Market Portfolio Money Market Yield
Mean Reversion Micro-Investing Platforms
Magic Formula Investing Money Flow
Money Flow Index (MFI) Moving Average Convergence Divergence (MACD)
Momentum Multilateral Trading Facility (MTF)
Malpractice Insurance Manufacturing Resource Planning (MRP II)
Mortgage Bond Material Requirements Planning (MRP)
Moving Averages Mutual Insurance Company
Market-Based Valuation Medical Practice Valuation
View All M TermsNormal Retirement Age (NRA) Navy Pension Plans
Net Capital Gain Nonprofit Accountant
Nonforfeiture Clauses Noncumulative
Nominated Advisor (NOMAD) Non-Qualified Annuity
Noise Trader Non-Qualifying Investment
Naked Shorting Non-Assessable Stock
Natural Gas ETF New York Board of Trade (NYBOT)
Negotiable Certificate of Deposit (NCD) Near Term
Non-marginable Securities Negative Directional Indicator (-DI)
Neckline New York Mercantile Exchange (NYMEX)
Negative Arbitrage Negotiable Instrument
Notional Value National Average Wage Index (NAWI)
Non-Security Notional Principal Amount
Nasdaq-100 Index National Association of Real Estate Investment...
National Association of Insurance and Fiancial... Named Perils Insurance Policy
View All N TermsOverfunded Pension Plan Oil and Gas Asset Management
Offshore Bank Account Odd Lot Theory
Order Book Original Issue Discount (OID)
Off-The-Run Treasuries Open-End Management Company
Outward Arbitrage Operation Twist
Other Real Estate Owned (OREO) OTC Pink
Oil ETF One Night Stand Investment
Over-the-Top (OTT) Offering Memorandum
Offering Circular Over-The-Counter Market
Outside Days Oscillator of a Moving Average (OsMA)
Open Trade Equity (OTE) Oscillator
Overnight Position Overnight Trading
View All O TermsPer Stirpes Private Investment Fund
Pre-Retirement Debt Reduction Pooled Funds
Private Money Lending Pay-Yourself-First Strategy
Passive Income in Retirement Personal Secured Line of Credit
Personal Finance Best Practices Pension Income Planning
Pros and Cons of Credit Unions Personal Loan vs Line of Credit
Phased Retirement Philanthropy in Retirement
Pre-Retirement Planning Pre-Retirement Financial Checkup
Post-Retirement Planning Post-Divorce Retirement Planning
Post-Retirement Financial Checkup Permanent Life Insurance
Personal Accountant Pension Annuity
Pension Protection Act of 2006 Pension Option
Post-Divorce Debt Management Pension Scheme
Pension Pillar Permissioned Blockchain
Plan Committee Meeting Minutes Par Yield Curve
Probate Accountants Probate Specialist
Probate Delays Price Value of a Basis Point (PVBP)
View All P TermsQuiet Period Qualified Dividend Tax Planning
Qualified Eligible Participant (QEP) Qualified Dividend Income
Qualified Birth or Adoption Distribution (QBAD) Quadrix
Qualified Domestic Institutional Investor (QDII) Qualified Distribution
Qualifying Annuity Qualified Annuity
Qualified Retirement Plan Consultant (QRPC) Quantity-Adjusting Option (Quanto Option)
Qualified Personal Residence Trusts (QPRTs) Qualified Terminable Interest Property (QTIP)
Qualified Domestic Trusts (QDOTs) Qualified Nonelective Contributions (QNECs)
Qualified Matching Contributions (QMCs) Qualified Purchasers
Qualified Institutional Buyers (QIBs) Quality Factor
Qualified Domestic Relations Order (QDRO) Quarterly Review
Qualified Pre-Retirement Survivor Annuity (QPSA) Qualified Optional Survivor Annuity (QOSA)
Qualified Joint and Survivor Annuity (QJSA) Qualified Charitable Distribution (QCD)
Quick Assets Quantitative Analysis (QA)
Qualitative Analysis Quick Ratio
Qualified Longevity Annuity Contract (QLAC) Quarter (Q1, Q2, Q3, and Q4)
Quid Pro Quo Quantitative Easing (QE)
Quantity Discount Quality of Earnings
View All Q TermsRetirement Debt Management Retirement Hobbies
Retirement Income Sources Revocable Trusts
Robo-Advisor vs Financial Advisor Retirement Savings Gap
Retirement Savings Retirement Income Buffer
Royalty and Residual Income Management Rental Property Income Planning
Retirement Plan Consolidation Retirement Annuities
Retirement Plan Loans Retirement Savings Benchmarks
Retirement Risk Management Retirement Income Sustainability
Retirement Readiness Retirement Milestones
Retirement Bucket Strategy Retirement Confidence
Retirement Income Tax Planning Retiree-Friendly Communities
Retirement and Disability Planning Retirement Money Market Account (RMMA)
Retirement Budgeting Retirement Fund
Retirement Savings Vehicles Real Estate Asset Manager
Roth IRA CD Real Estate Asset Management
Reverse 1031 Exchange Roth 401(k) Matching
Realization Multiple Roll-Down Return
Real Estate Mortgage Investment Conduit (REMIC) Real Estate Agents
Real Estate Limited Partnership (RELP) Real Estate
Sustainable Investing Stamps Investments
Social Security Number (SSN) Semi-Retirement
Student Loan Refinancing Student Loan Forgiveness Programs
Student Loan Repayment Strategies Student Bank Account
Student Loan Planning Student Loan Consolidation
Special Retirement Supplements Single-Family Offices
Sudden Wealth Syndrome Self-Invested Personal Pension (SIPP)
Succession Planning Sales Concessions
Small Business Accountant Share Repurchase
Supplemental Life Insurance Stock Quote
Short Interest Ratio S&P 500 Dividend Aristocrats Index
S&P GSCI Simple Moving Average (SMA)
Special Purpose Acquisition Company (SPAC) Sukuk
Stochastic Modeling Symmetrical Distribution
Stochastic RSI (StochRSI) Stochastic Oscillator
Spinning Top Candlestick Shooting Star
View All S TermsTrust Fund Types of Fixed Income Investments
Thematic Investing Target-Date Fund
Treasury Inflation-Protected Securities (TIPS) Trustee Succession
Tax Loss Carryforward Tenants-In-Common 1031 Exchange
Third Party Accountant Tape Reading
Top-Down Investing Triangular Arbitrage
True Strength Index (TSI) Triple Exponential Moving Average (TEMA)
Tracking Stock Transaction Exposure
Trading Session Trading Platforms
Trading Desks Targeted Accrual Redemption Note (TARN)
Triple Net Lease (NNN) Trendline
Trend Trading Three White Soldiers
Three Black Crows Timber Investment Management Organization (TIMO)
Turnkey Property Terminal Capitalization Rate (TCR)
Tenancy-At-Will Theoretical Value (Of a Right)
View All T TermsUnderfunded Pension Plan Unsecured Loan
Understanding Fannie Mae’s Stance on Front-End... Understanding FDIC Insured CDs
Unrealized Capital Gains Understanding Zero Capital Gains Rate
Unaffiliated Investments Uninsurable Risk
Undated Issue Upside Gap Two Crows
United States Natural Gas Fund (UNG) Up-Market Capture Ratio
Uptick Volume Ultimate Oscillator
Up Volume United States Government Life Insurance (USGLI)
Unlimited Risk Unscheduled Property Floater
Unlisted Trading Privileges (UTP) Universe of Securities
Unlisted Security Utility Revenue Bond
Up-Front Mortgage Insurance (UFMI) Upstairs Market
Underwriting Spread US Savings Bonds
US Savings Bond Adjustment Unlimited Tax Bond
Unrecorded Deeds Uniform Policy Provisions, Health Insurance
Unbundled Life Insurance Policy Umbrella Insurance Policy
United States Aircraft Insurance Group (USAIG) Unit Trust (UT)
Ultra-Short Bond Fund Unitholder
View All U TermsVoluntary Life Insurance Variable-Rate Certificate of Deposit
Vanishing Premium Valuation Clause
Valued Marine Policy VA Life Insurance
Valuation Premium Variable Prepaid Forward Contracts
Voting Trust Agreements (VTAs) Voluntary Accidental Death and Dismemberment...
Vortex Indicator (VI) Volume-Weighted Average Price (VWAP)
Volume Analysis Vertical Line Charting
Vision Care Insurance Venture Capital Trust (VCT)
Variable-Rate Demand Bond Variable Survivorship Life Insurance
Variable Life Insurance Vandalism and Malicious Mischief Insurance
Valuable Papers Insurance Value Change
VIX Options VIX (CBOE Volatility Index)
Vested Interest Variable Annuitization
Vested Benefit Obligation (VBO) Vested Benefit
Voluntary Accumulation Plan Variable Benefit Plan
Voting Trust Certificate Voluntary Plan Termination
Vacation Rental Investing Voluntary Contributions
Veterans Benefits Planning Value Factor
View All V TermsWater Investments Windfall Management Strategies
Wine Investments Widow's Pension
What Are Bankruptcy Lawyers? What Is Allocated Loss Adjustment Expenses (ALAE)?
Wrap-Around Insurance Program Waiver of Premium for Payer Benefit
Without Evidence of Insurability Wear and Tear Exclusion
Waiting Periods Waiver of Premium for Disability
Wrap-Up Insurance Winner's Curse
Weak Form Efficiency Wholesale Energy
What Is a Repurchase Agreement? What Is Real Estate Owned (REO)?
Widow-and-Orphan Stock Weather Insurance
Window Guaranteed Investment Contracts (GIC) Wild Card Option
Wildcatting Withdrawal Benefits
Widely Held Fixed Investment Trust (WHFIT) Withdrawal Plan
What Is a Probate Caveat? What Is a Formal Probate?
White Candlesticks What Is Ancillary Probate?
Worthless Securities Whisper Stock
Workout Market Workable Indication
WM/Reuters Benchmark Rates Witching Hour
View All W TermsYield Equivalence Year's Maximum Pensionable Earnings (YMPE)
Yellow Sheets Years Certain Annuity
Year-Over-Year (YOY) Yield Curve
Zero Dividend Preferred Stock Zero-Coupon Inflation Swap
Zero Coupon Swaps Zero Plus Tick
Zacks Investment Research Z Tranche
Zero Volatility Spread (Z-Spread) Zombie Titles
Zacks Lifecycle Indexes Zero-Beta Portfolio
Zone of Support Zone of Resistance
Zig Zag Indicator Zero Basis Risk Swap (ZEBRA)
Zero-Cost Strategy Zero-Investment Portfolio
Zero-Gap Condition Zero-Coupon Bonds
Zero-Based Budgeting (ZBB) Method
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