Terms A-Z Terms A-Z Find a topic by its first letter: # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z # 1% Rule 10% Savings Rule 1003 Mortgage Application Form 1035 Exchange 125% Loan 12b-1 Fees 130/30 Funds 2-1 Buydown 4 Ps 401(a) Plan 401(k) 401(k) Match 403(B) Plan 408(k) Plan 409a Valuation 457(b) Plan 5-Year Rule 5/1 Mortgage Loan 51% Attack 52-Week High/Low 529 Plans 80-10-10 Loan See all # terms a A-Rated Insurance Company Above-the-Line Deductions Accident Forgiveness ACH Debit Acquisition Actual Loss in Insurance Adjusted Basis Adjusted Closing Price Adverse Action Notice Aftermarket Parts Aggregate Demand Aggressive Growth Mutual Fund Alternative Minimum Tax Amortization Ancillary Probate Annual Percentage Rate (APR) Annual Percentage Yield (APY) Applicable Federal Rate (AFR) Arbitrage Asset Allocation Asset Management Assets Under Management (AUM) At-Fault Accident Auto Insurance Quote See all A terms b Backup Withholding Balance Sheet Current Ratio Formula Balance Sheet Formulas Bank Credit Rating Banking Bankruptcy Discharge Basis Point Bear Market Best And Final Offer Big Mac Index Bitcoin Bitcoin Cash and Bitcoin Gold Bitcoin Forks Black Friday Bond Valuation Book Value Bridge Loans Brokerage Account Brokerage Trade Confirmation Bull Market Business Cycle Business Development Company (BDC) Business Entity Buy-and-Hold Strategy See all B terms c Capital Gains Tax Capital Goods Capitalized Interest Cashier's Check Check Card Collateralized Debt Obligations (CDOs) Command Economy Competitive Advantage Compound Interest Consumer Price Index (CPI) Corporate Social Responsibility (CSR) Cost of Living Adjustment Covered Call Strategy Credit Card Credit Card Billing Cycle Credit Card Churning Credit Card Issuer Credit Card Reference Number Credit Limit Credit Line Critical Illness Insurance Crude Oil Custodial Fees See all C terms d Daily Compound Interest Formula Debt Collector Debt-to-GDP Ratio Deed of Trust Defensive Sector Funds Delisted Stock Dependency Ratio Deposit Deposit Receipt in Real Estate Derivative Desktop Underwriting Developing Country Disposable Income Distressed Debt Investing Dividend Investing Dividend Mutual Funds Dodd-Frank Wall Street Reform Act Don't Fight the Fed Dotcom Bubble Dow Futures Downside Deviation Drawee Dual Agent Dumping See all D terms e Earned Income Credit Earning Assets to Total Assets Ratio Economic Contraction Economic Deflation Economic Growth Economies Of Scale Effective Tax Rate Elastic Demand Elder Law Emerging Markets Encumbrance Enhanced Life Estate Deed Equity Fund Equity in Finance Escheatment Escrow Euro Eurobonds Eviction Excluded Driver Executor Experience Letter for Insurance Explanation of Benefits (EOB) Exports See all E terms f Fair Market Value FBO Federal Gasoline Excise Tax Rate Federal Reserve Federal Reserve Discount Rate FICO Score 8 Finance Charge Financial Institution Flat Tax System Forex Currency Trader Form 1040-SR Form 1041 Form 1099-A Form 4868 Form 5071C Form 5498 Form 709 Form 8862 Form 8938 Form 8949 Form W-2 Form W-8BEN Formula for a Monthly Loan Payment Fractional-Reserve Banking Frictional Unemployment Futures See all F terms g Gas (Ethereum) GATT GDP Per Capita Gender Pay Gap Germany's DAX 30 Index Gift of Equity Gift Splitting Gig Economy Glide Path Formula Gold Standard Goldilocks Economy Good Investment Goodwill Grad PLUS Loan Graded Vesting Grantor Grantor Trust Great Lakes Student Loans Gross Income Growth and Income Funds Growth Stock Mutual Funds Guaranteed Withdrawal Benefits and Lifetime Income Riders Guarantor Gwei See all G terms h Hard Money Loan Hawala Hedge Fund High Earners Not Rich Yet (HENRY) High-Value Home Insurance High-Deductible Health Plan (HDHP) High-Net-Worth Individual (HNWI) High-Risk Driver High-Water Mark HIPAA Law and Privacy Rule HODL Holding Period Return/Yield Holiday Loan Home Equity Home Inspection Contingency Homeowners Protection Act HomeStyle Loan Hostile Takeover Household Income Housing Bubble Housing Expense Ratio Human Capital Hurdle Rate Hybrid Funds See all H terms i Immediate Family Imperialism Implied Volatility Income Statement Formulas Inelastic Demand Inflation Installment Sale Insurance Actuary Insurance Carrier Insurance Declaration Page Insurance Deductible Insurance Endorsement Insurance Policy Period Insurance Premiums Insurance Underwriting Interest Interest Earned on Savings Interest Rate Parity Interest-Only Loan Inventory Turnover Ratio Investment Mandate Irrevocable Letter of Credit See all I terms j January Effect on Stocks Japanese Yen Jobless Claims Joint and Several Liability Joint Venture Definition Judgment Lien Judicial Foreclosure Jumbo Loan Junior Mortgage See all J terms k K-Shaped Recovery Keogh Plan Kiddie Tax See all K terms l Labor Labor Force Participation Rate Laissez-Faire Economic Theory Last Will and Testament Law of Demand Leading Economic Indicators Lender Leverage Trading Leveraged Loan Life Estate Limit Down Line 5A on Form 1040 Liquidated Debt Loan Commitment Loan Loss Provision Loan Servicing Loan Term Loan-to-Value Ratio (LTV) Loan/Lease Payoff Insurance Lockbox Payment Long-Short Equity Strategy Long-Term Care Insurance Loss Mitigation Application Lump-Sum Distribution See all L terms m Margin Call Margin Trading Market Economy Market Indexes Market Makers Meme Stock Mezzanine Loan Microprinting on a Check Middle-Class Income Millionaire Minimum Variance Portfolio Mixed Economy Modern Portfolio Theory (MPT) Monetary Policy Money Money Order Money Purchase Plan Monopoly Mortgage Interest Rate Mortgage-Backed Securities Moving Average Bounce Trading System Mutual Fund Capital Gains Distributions Mutual Fund Class D Shares Mutual Fund Class R Shares See all M terms n Named Insured Driver Nasdaq NATO Natural Rate of Unemployment Negligence in Insurance Negotiable Instrument Nelnet Neobanks Net Income Net Income Applicable to Common Shares Net Investment Income Tax Net Unrealized Appreciation (NUA) Net Worth No-Income Loans Non-Fungible Tokens (NFTs) Non-Admitted Insurance Non-Owner Car Insurance Noncash Expenses Nonexempt Assets In Bankruptcy Normal Retirement Age North American Free Trade Agreement (NAFTA) Notarized Notice to Perform NOW Account See all N terms o Obamacare Obligor Offline Debit Card Offset Mortgage On-Us Item Online Banking Online Bill Pay Open Interest in Trading Open-Loop Card Open-End Lease Open-End Mortgage Open-Ended Account Operating Expenses Opportunity Cost Option Assignment Order Book Ordinary and Necessary Expenses OTCQB Other Income on Form 1040 Out-of-Pocket Damages Outstanding Shares Over-the-Counter (OTC) Market Overheated Economy Owner Occupant See all O terms p Parallel Shift in the Yield Curve Payee Payoff Letter Pension Per Capita Per Stirpes Phantom Stock Pink Tax Postdated Check Prepaid Debit Card Price-to-Earnings-to-Growth (PEG) Ratio Prime Brokerage Private Placement Memorandum (PPM) Probate Probate Judge Production Possibilities Curve in Economics Profit Sharing Plan Progressive Tax Promissory Note Property Damage Claim Property Tax Assessment Provisional Income Purchase Power Parity Purchasing Managers' Index (PMI) See all P terms q Qualified Appraisal Qualified Distribution Qualified Domestic Relationship Order (QDRO) Qualified Joint And Survivor Annuity (QSJA) Qualified Joint Venture Qualified Mortgage Qualified Personal Residence Trust (QPRT) Qualified Pre-Retirement Survivor Annuity (QPSA) Qualified Retirement Plan Qualifying Life Event Qualifying Ratios Qualifying Relative Quality of Life Quant Fund Quantitative Analysis Quantitative Easing Quarter Quarter Over Quarter (QOQ) Quick Ratio Quiet Period on Wall Street Quitclaim Deed See all Q terms r Real Estate Loss Allowance Real Estate Wholesaling Receivables Turnover Ratio Formula Recession Reciprocity for State Income Tax Reconciliation Redlining Refinancing Rehypothecation Reinvestment Risk Rent Escrow Rent-to-Own Reserve Currency Residual Value Retail Banking Retirement Return on Investment Returned Check Fee Risk/Reward Ratio Robo-Advisors Roth IRA Basis RSUs on Form W-2 Rule of 55 Russell 3000 See all R terms s Safe Harbor 401(k) Safety Protection Clause Salvage Title Savings Account Scalping Schedule C of Form 1040 Seller and Buyer Prorations Senior Note Share Account ShopRunner Simple Interest SPDR S&P 500 ETF (SPY) Stagflation Standard and Poor's (S&P) Step-Up in Basis Stimulus Check Stock Exchange Stock Market Manipulation Stock Split Stockholders Equity Stocks Stonks Stop Market Order Supplemental Executive Retirement Plan See all S terms t Tactical Asset Allocation Take-Profit Order Tanda Tax Carryforward Tax Deferred Investment Account Tax Information Privacy Tax Liability Taxation Without Representation Tenancy In Common Terminal Value Tick Size in Investing Time-Weighted Return Title of a Car Total Shareholder Return Trade Policy Trade Protectionism Tradeline on a Credit Report Traditional IRA Trailing Stop Loss in Day Trading Tranches Triggering Term Triple-A (AAA) Bond Rating Trust Fund See all T terms u Ultra-High-Net-Worth Individual Umbrella Liability Insurance Underfunded Pension Plan Underlying Asset Unearned Interest Unemployment Unemployment Rate Formula Unfunded Liabilities Unfunded Mandates Unicorn Unified Tax Credit Uninsurable Property Universal Basic Income Universal Health Care Unlimited Liability See all U terms v V-Shaped Recovery VA Home Loan Vacation Home Vanguard Admiral Shares Vanna Variable Annuity Variance Vega Vendor Vendor Take Back Mortgage Vertical Equity Visa Card Void Transaction Voided Check Volatility Volume-Weighted Average Pricing Voluntary Bankruptcy Voluntary Employees' Beneficiary Association Plan (VEBA) Voting Shares See all V terms w Wage Assignment Wage Garnishment Wage Replacement Ratio Wage-Push Inflation Waiver of Premium Rider Waiver of Subrogation War Bonds Warehouse Lending Warm Card Wealth Wealth Management Wedding Insurance Weighted Average Life Welfare Program Whipsaw Whole Loan Wholesale Banking Windstorm Insurance Wire Transfer Workers' Compensation Insurance Working Class Wrap Account Wrap Fee Wraparound Mortgage See all W terms x ‘XD’ (Ex-Dividend) in Investing XPO (Perpetual Option) XRT in Investing XW (Ex-Warrant) in Investing See all X terms y Yankee Certificate of Deposit Year to Date Yield Spread See all Y terms z Z-Score Zero Balance Account Zero Coupon Bond Funds Zero-Based Budget Zero-Lot-Line House Zombie Debt See all Z terms