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Finance Dictionary

View our list of the most helpful finance terms below.

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A
B
C
D
E
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H
I
J
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M
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12 Questions to Ask...

401(a) vs 403(b) Plans...

401(k) Cafeteria Plan

401(k) Contribution Limits for...

401(k) Guide for Employers...

401(k) In-Plan Roth Conversion...

401(k) Plan Administrator

401(k) Plan Administrator Fiduciary...

401(k) Plan Audit Cost...

401(k) Plan Audit Requirements...

401(k) Plan Consultant

401(k) Plan Conversion Process...

401(k) Plan Costs

401(k) Plan Design

401(k) Plan Fee Disclosure...

401(k) Plan Fiduciary

401(k) Plan Information

401(k) Plan Management

401(k) Plan Pros And...

401(k) Plan Restatement Cycle...

401(k) Plan Sequence Number...

401(k) Plan Sponsor

401(k) Plan Sponsor Fiduciary...

401(k) Plan Sponsor vs...

401(k) Plan Termination

401(k) Plan vs 401(a)...

401(k) Plans For Businesses...

401(k) Profit Sharing Plan...

401(k) Profit Sharing Plan...

401(k) Profit Sharing Plan...

401(k) Rollover

401(k) Rollover to IRA...

401(k) vs Pension Plan...

401(k) vs Roth IRA...

A

Absolute Advantage

Accounting Equation

Accounting Rate of Return...

Accounting Ratios

Accredited Asset Management Specialist...

Accredited Domestic Partnership Advisor...

Accredited Financial Counselor

Accredited Investment Fiduciary

Accredited Wealth Management Advisor...

Acid-Test Ratio

Advance Directive vs Living...

After-Hours Trading

After-Tax 401(k) Contribution

Age Limitations to Consider...

Aggressive Investing

Alternative Investment

Alternative Minimum Tax

Analysis of Variance (ANOVA)...

Angel Investing and Networking...

Annual Percentage Rate (APR)...

Annual Percentage Yield (APY)...

Annuity Exclusion Ratio

Annuity vs 401(k)

Annuity vs Certificate of...

Annuity vs Mutual Funds...

Applicable Federal Rate (AFR)...

Appraisal Costs

Are 501(c)(3) Board Meetings...

Are 501(c)(3) Financial Records...

Are 501(c)(3) Organizations Tax...

Are Bankruptcies Public Record?...

Are Churches 501(c)(3) Organizations?...

B

Backdoor Roth IRA

Bad Credit - Line...

Bad Credit - Personal...

Balanced Mutual Funds

Bankruptcy - Who Gets...

Bankruptcy Fraud

Basis Points (BPS)

Become an Angel Investor...

Benefits of 401(k) Plans...

Benefits of 501(c)(3) Status...

Benefits of RIA Firms...

Benefits of Sole Proprietorship...

Bilateral Contract

Break-Even Time (BET)

Build a Diversified Portfolio...

Bullish vs Bearish

Business Entity

Business Equity Line of...

Business Ethics

Business Interruption Insurance

Business Line of Credit...

C

CARES Act 401(k) Withdrawal...

COVID-19 Economic Injury Disaster...

Calculating Earnings Per Share...

Can Bankruptcy Stop Foreclosure?...

Can Bankruptcy Stop Garnishment?...

Can Filing Bankruptcy Stop...

Can I File Bankruptcy...

Can I File Bankruptcy...

Can I Keep My...

Can I Keep My...

Can Judgements Be Discharged...

Can You Buy a...

Can You Buy a...

Can You File Bankruptcy...

Can You File Bankruptcy...

Can You File Bankruptcy...

Can You File Bankruptcy...

Can You File Bankruptcy...

Can You File Bankruptcy...

Can a Partner Contribute...

Can an S Corp...

Capital Asset Pricing Model...

Capital Expenditures

Capitalized Retained Earnings

Cash Balance Pension Plans...

Cash Balance Plan

Cash Balance Plan vs...

Cash Flow Planning

Cash Flow Statement (CFS)...

Catch-up Contribution

Central Limit Theorem (CLT)...

Central Registration Depository (CRD)...

D

Debt Securities

Debt Service Coverage Ratio...

Debt of the Dead...

Debt-To-Capital Ratio

Debt-to-Equity (D/E) Ratio

Debt-to-Total-Assets Ratio

Deferred Annuity

Deferred Profit-Sharing Plans

Deferred Retirement Option Plans...

Defined Benefit Plan Rollover...

Defined Contribution Plan

Defined-Benefit Plan

Defined-Benefit Plan (DBP)

Delivered-at-Place (DAP)

Demand-Pull Inflation

Designating a Trust as...

Difference Between 401(k) and...

Difference Between Ordinary Annuity...

Differentiating Real Property From...

Disability Pay vs Social...

Disclaiming an Inheritance

Discounted Cash Flow Model...

Distribution of Inheritance Before...

Diversification

Dividend Discount Model (DDM)...

Dividend Payout Ratio

Dividend Reinvestment Plans

Dividends vs Capital Gains...

Do Bankruptcies Clear Evictions?...

Do Bankruptcies Show Up...

Do I Qualify for...

E

Earnings Before Interest and...

Earnings Before Interest, Taxes,...

Earnings per Share (EPS)...

Economic Growth

Economic Injury Disaster Loan...

Economies of Scale

Efficient Market Theory

Emergency Banking Act of...

Employee Retention Tax Credit...

Employee Retirement Income Security...

Employee Stock Options

Employee Stock Ownership Plans...

Employee Stock Purchase Plan...

Employer Match Limit

Enrolled Agent (EA)

Enterprise Value (EV)

Environmental, Social, and Governance...

Equitable Distribution

Equity Line of Credit...

Equity Line of Credit...

Equity Line of Credit...

Equity Line of Credit...

Equity Line of Credit...

Equity Loan vs Line...

Establishing Business Ethics

Estate Planning

Estate Planning Costs

Estate Planning Lawyer

Estate Tax Marital Deduction...

Excess Contributions to 401(k)...

Excess Present Value Index...

Exchange Traded Fund (ETF)...

Expected Return (ER) of...

F

FAANG Stock Investing

FINRA 2111 Suitability Rule...

Fair Market Value

Fear vs Greed Index...

Federal Deposit Insurance Corporation...

Federal Housing Administration (FHA)...

Federal Unemployment Tax Act...

Fee-Only Financial Advisor

Fellow, Life Management Institute...

Fiduciary Deposit Account

Fiduciary Duties

Fiduciary Financial Advisor

Fiduciary Rules for 401(k)...

Financial Advisor

Financial Advisor Cost

Financial Advisors Careers and...

Financial Advisor’s Role

Financial Aid Appeal Letter...

Financial Certifications

Financial Coach

Financial Consultant

Financial Freedom

Financial Industry Regulatory Authority...

Financial Institution (FI)

Financial License

Financial Literacy

Financial Paraplanner Qualified Professional...

Financial Planner vs Financial...

Financial Planning Model

Financial Planning for Retirement...

H

High Deductible Health Plans...

High-Net-Worth Individual (HNWI)

Holding Company

Holistic Financial Planning

Home Equity Line Of...

Home Equity Line of...

Home Equity Line of...

Home Equity Line of...

Home Equity Line of...

Home Equity Line of...

Home Equity Line of...

Home Equity Line of...

Home Equity Loan vs...

Home Line of Credit...

Homeowners Association (HOA)

Homeowners Association Fee (HOA...

How Are Social Security...

How Can I Check...

How Do I Find...

How Do I Get...

How Do IPOs Work...

How Do You Get...

How Does Personal Line...

How Does Probate Work...

How Does a Business...

How Does a Divorce...

How Does a Home...

How Does a Line...

How Does an Equity...

How Earnings Affect Valuation...

How Financial Advisors Make...

How Long After Bankruptcy...

How Long After Bankruptcy...

How Long Does Bankruptcy...

How Long Does Chapter...

How Long Does It...

How Long Does It...

How Long Does It...

How Long Does It...

I

IRA Contribution Limits

IRS 501(c)(3) Application

IRS 501(c)(3) Board of...

IRS 501(c)(3) Organizations

IRS 501(c)(3) Requirements

IRS 501(c)(3) Status

IRS Rules for 501(c)(3)...

IRS Rules on 501(c)(3)...

Implied Contract

In-Kind Transfers

In-Service 401(k) Rollover

Income Statement

Increase Home Equity Line...

Independent Financial Advisor

Independent Living vs Assisted...

Index Funds vs Mutual...

Indexed Universal Life (IUL)...

Individual 401(k) Plans

Individual Federal Income Taxes...

Individual Retirement Account (IRA)...

Inheritance Tax

Inherited 401(k)

Inherited Annuity

Inherited Property

Inherited Roth IRA

Inheriting a House

Initial Public Offerings (IPOs)...

Insider Trading

Insurable Interest

Intentionally Defective Grantor Trust...

Interest Coverage Ratio

J

Joint Venture (JV)

Joint and Several Liability...

Joint and Survivor Annuity...

K

KIPPERS | Kids In...

Key Performance Indicators (KPI)...

Knowledge Economy

L

LLC Taxed as an...

Lagging Indicator vs Leading...

Legacy Planning

Letter of Instruction

Letter of Intent (LOI)...

Licensed International Financial Analyst...

Licensing Agreement

Life Insurance Beneficiary

Life Transition Planning

Limitations of P/E Ratio...

Line of Credit (LOC)...

Line of Credit Home...

Line of Credit Interest...

Line of Credit Interest...

Line of Credit Loan...

Line of Credit Loan...

Line of Credit Loans...

Line of Credit Rates...

Line of Credit vs...

Lipper Rankings

Liquid Net Worth

Liquidity Coverage Ratio (LCR)...

Living Trust vs Living...

Living Will vs Power...

Loan-to-Value Ratio (LTV)

Long Term Care Elimination...

Long Term Incentive Plans...

Lump Sum Payment

Lump Sum vs Annuity...

M

Macro Environment

Market Capitalization

Market Capitalization vs Enterprise...

Market Capitalization | Market...

Maxed Out 401(k) and...

Maximum 401(k) Contribution

Maximum Social Security Benefit...

Maximum Social Security Tax...

Mergers and Acquisitions (M&A)...

Methods of Investment Analysis...

Monetary Policy

Monetary and Fiscal Stimulus...

Money Laundering

Monopolistic Competition

Monte Carlo Simulation

Morningstar Rating System

Mortgage Loan Officer

Mortgage and Lending Terms...

Multi-Step Income Statement

Multi-Year Guaranteed Annuity

Multiple Employer Plan 401(k)...

O

Old-Age, Survivors, and Disability...

Online Line of Credit...

Opening and Contributing to...

Operating Income

Operating Income Formula

Operating Income vs EBITDA...

Operating Margin

Operating Profit

Opportunity Cost

Organization Costs

Organizational Structure

Other Retirement Plans Besides...

Outsiders Equity or External...

Overdraft Line of Credit...

Owner’s Equity

P

Participating Preferred Stock

Passive Income Opportunities

Payable on Death (POD)...

Paycheck Protection Program (PPP)...

Paycheck Protection Program (PPP)...

Pension Plan Rollover to...

Pension vs Annuity

Per Stirpes vs Per...

Perfect Competition

Personal 401(k) Plans

Personal Finance

Personal Finance Best Practices...

Personal Financial Statement

Personal Line of Credit...

Personal Line of Credit...

Personal Line of Credit...

Personal Loan vs Line...

Personal Secured Line of...

Portfolio Management & Group...

Power of Attorney

Pre-Market Trading

Preferred Stock

Prenup vs Postnup Agreements...

Prenuptial Agreements

Prepaid Funeral Plan

President vs CEO

Price-To-Book Ratio

Price-to-Earnings Ratio (P/E Ratio)...

Q

Qualified Charitable Distribution (QCD)...

Qualified Longevity Annuity Contract...

Qualified Retirement Plan

Qualified vs Non-Qualified Roth...

Qualitative Analysis

Quality of Earnings

Quantitative Analysis (QA)

Quantitative Easing (QE)

Quantity Discount

Quarter (Q1, Q2, Q3,...

Questions to Ask 401(k)...

R

Real Estate Investment Trust...

Real Estate Wholesaling

Real Gross Domestic Product...

Reapplying for a PPP...

Receivable Turnover Ratio

Registered Financial Consultant (RFC)...

Registered Investment Advisors (RIA)...

Regressive Tax System

Required Minimum Distribution (RMD)...

Retirement Advisor

Retirement Checklist

Retirement Income Planning Strategies...

Retirement Planning

Retirement Planning Guide

Retirement Planning Strategies for...

Retirement Specialist

Retiring on a Cruise...

Return on Assets (ROA)...

Return on Assets Ratio...

Return on Equity (ROE)...

Return on Investment (ROI)...

Return on Yield (ROY)...

Revenue vs Income

Revenue vs Profit

Revocable Trust vs. Irrevocable...

Revocable Trusts

Revolving Line of Credit...

Risk-Free Rate of Return...

Rollover Cash Balance Plan...

Rollover Roth 401(k) to...

Roth Conversion

S

SEP IRA vs Roth...

SIMPLE IRA Contribution Limit...

Safe Harbor 401(k)

Safe and Effective Investments...

Sales Allowance

Sales Discounts

Schedule K-1 (Form 1041)...

Secured Business Line of...

Securities Industry Essentials (SIE)...

Securities Lending

Securities License

Securities and Exchange Commission...

Self-Directed 401(k)

Self-Directed IRA Custodian

Self-Directed Roth IRA

Self-Employed 401(k) Plan

Series 7 License

Series 82 Exam and...

Shadow Banking System

Short Selling Stocks

Short-Term Monetary Assets

T

Tangible Assets

Tax Considerations When Selling...

Tax Consultants

Tax Forms for 501(c)(3)...

Taxation Rules for Child...

Taxation for Sole Proprietorship...

Technical Analysis

Terminal Value (TV)

Testamentary Trusts

Thrift Savings Plans

Time Period Assumption

Tips on Building Wealth...

Top Heavy 401(k) Plan...

Top-Down Stock Analysis

Total Expense Ratio (TER)...

Total Return Swap (TRS)...

Total Shareholder Return (TSR)...

Trailing 12 Months

Trailing P/E Ratio vs...

Trailing Returns

Transfer on Death Accounts...

Transferring IRA

Treasury Bills (T Bills)...

Triple Bottom Line (TBL)...

U

Understanding Financial Advisor Titles...

Undervalued Stock

Unearned Income

Uniform Probate Code (UPC)...

Unlimited Liability

Unsecured Bonds

Unsecured Business Line of...

Unsecured Business Line of...

Unsecured Line of Credit...

Unsecured Line of Credit...

Unsecured Personal Line of...

Unsecured Revolving Line of...

Using Your 401(k) In...

V

Valuation Methods

Valuation of a Company...

Value Investing

Value-Added Tax (VAT)

Variable Annuity vs Fixed...

Venture Capital

Venture Capitalist (VC)

Voluntary Employees' Beneficiary Association...

W

Waiver of Premium Rider...

Wealth Management

Wealth Manager vs Financial...

Weighted Average Cost of...

What Are Advantages of...

What Are the Different...

What Are the Different...

What Are the Disadvantages...

What Are the Social...

What Debts Are Discharged...

What Does Bankruptcy Discharged...

What Does Medicare Cost?...

What Does Medicare Cover?...

What Happens to My...

What Is Chapter 13...

What Is a 501(c)(3)...

What Is a 501(c)(3)...

What Is a Good...

What Is a Negative...

What Is the Difference...

What Is the Difference...

What Is the Difference...

What Is the Difference...

What Is the Downside...

What Is the Value...

When Does Chapter 13...

Which Is Better: Home...

Who Can Witness a...

Who Is Eligible for...

Who Is Eligible for...

Who Pays for Bankruptcies?...

Wholesale Price Index (WPI)...

Withholding Tax

X

Y

Year-Over-Year (YOY)

Yield on Cost (YOC)...

Z

Zero-Based Budgeting (ZBB)