Glossary
The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.
- 11th District cost of funds
- 401(k)
- 403(b)
- 529 Plan qualified expenses
- 529 Plan
- 1031 Exchange
- 1031 Exchange like-kind property
- 1035 Exchange
- 1099 Form
- 2007-2008 financial crisis
- Accelerated depreciation
- Accumulation phase
- Active trading
- Adam Smith
- Adjustable-rate mortgage
- Adjustable rate mortgage margin
- Adjusted gross income
- Adjustments to income
- Affordable care act
- Affordable housing
- Affordable housing goals
- Age-based funds
- Age of majority
- Agency problem
- Aggregate demand
- Allocational efficiency
- Alternative investment
- Amortization
- AMT
- Ancillary probate
- Animal spirits
- Annuitize
- Annuity
- Antitrust laws
- Arbitrage
- Ask
- Asset
- Asset allocation
- Asset allocation fund
- Asset class
- Assumable mortgage
- Avalanche method (debt elimination)
- Baa credit rating
- Balance of payments
- Balance sheet
- Balanced fund
- Bank of England
- Bank of Japan
- Bank reserves
- Banknote
- Bankruptcy
- Barriers to entry
- Base metals
- Basic income
- Basis points
- Bear market
- Bearer form
- Bears
- Benchmark
- Bernie madoff
- Beta
- Bid
- Big government
- Bitcoin
- Black monday
- Black swan
- Blockchain
- Blue chip stock
- Board of directors
- Bond
- Bond discount
- Bond ladder
- Bond market
- Bond rating agencies
- Boom-bust
- Breakeven rate of inflation
- Bretton woods agreement and system
- Broker
- Brokerage company
- Bubble
- Budget deficit
- Budget tips
- Bull market
- Bulls
- Bund
- Business cycle
- Cafeteria plan
- CAPEX
- Capital
- Capital asset
- Capital asset pricing model
- Capital control
- Capital flight
- Capital improvement
- Capital investment
- Capital markets
- Capitalism
- Capitalization rate
- Carpe diem
- Carrying costs
- Cash equivalents
- Cash management
- Cash-on-cash return
- Cash reserve rule-of-thumb
- Casualty, disaster, and theft losses
- Catch-up contribution
- Central bank
- Central banker
- Centrally planned economy
- Certificate of deposit
- Chartalism
- Chartered financial analyst
- Chartist
- Checkbook register
- Chief financial officer
- Cliff vesting
- Collectible assets
- Command economy
- Commercial bank
- Commercial property
- Commodity
- Communism
- Community reinvestment act
- Comparative advantage
- Competitive advantage
- Compound interest
- Comps
- Conference board
- Conforming loan
- Consolidation
- Constructive receipt
- Consumer confidence index
- Consumer debt
- Consumer price index
- Consumer price index for all urban consumers
- Consumer spending
- Consumption tax
- Convertible bond
- Co-pay
- Core inflation
- Corporate citizenship
- Corporate governance
- Correction
- Correlation
- Cost basis
- Cost-benefit analysis
- Cost of capital
- Cost of funds
- Coupon rate
- Coverdell education savings account
- Coverdell qualified expenses
- Covered call
- CPI-U basket
- Creative destruction
- Credit curve
- Credit default swap
- Credit market
- Credit rating
- Credit risk
- Credit score
- Credit spread
- Creditworthiness
- Crony capitalism
- Crowding out effect
- Cryptocurrency
- Currency basket
- Currency manipulation
- Currency war
- Current account deficit
- Current account surplus
- Current assets
- Day trader
- DC457
- Dead cat bounce
- Dealer
- Debasement
- Debt to income
- Deductible
- Default
- Deferred annuity
- Deficit hawk
- Deficit spending
- Defined-benefit plan
- Defined-contribution plan
- Deflation
- Demand curve
- Demand-side economics
- Denarius
- Depreciation
- Depreciation recapture
- Depression
- Deregulation
- Derivative
- Digital Assets
- Digital wallet
- Diminishing Marginal Return
- Direct real estate investment
- Discount rate
- Discount window
- Discounted cash flow
- Discretionary Spending
- Disinflation
- Disposable income
- Distribution phase
- Dividend
- Dividend discount model
- Dividend stocks
- Division of labor
- Dollar index
- Don’t Fight the Fed
- Dot plot
- Dovish policy
- Dow Jones Industrial Average
- Duration
- Duty
- DXY
- EAFE index
- Earned income
- Earnings
- Earnings growth
- Earnings per share - EPS
- Easy money
- ECB
- Econometric model
- Economic cycle
- Economic rent
- Economic vacancy
- Economics
- Economy of effort
- EE savings bonds
- Effective rate
- Effective tax rate
- Efficient market hypothesis
- Embargo
- Emergency economic stabilization act of 2008
- Emerging market
- ESOP
- Enterprise value
- Entitlement programs
- Entitlements
- Envelope system
- Equation of exchange
- Equity indexed annuity
- ESG
- Estate tax
- European union
- Excess reserves
- Excess returns
- Exchange privilege
- Exchange-traded fund
- Excise tax
- Expansionary policy
- Expectations theory
- Expense ratio
- Export
- Export-import bank
- Face value
- Factors of production
- Fannie mae
- Fed Put
- Federal Deficit
- Federal funds rate
- Federal open market committee
- Federal reserve act
- Federal reserve dual mandate
- Federal reserve mandates and objectives
- Federal reserve note
- Federal reserve system
- Federal trade commission
- Feedback mechanism
- Fiat currency
- FICA Taxes
- FICO credit utilization ratio
- FICO score
- Fiduciary
- FIFO
- Financial Intermediaries
- FINRA
- Fiscal policy
- Fiscal stimulus
- Fixed annuity
- Fixed asset
- Fixed income
- Fixed income security
- Fixed-rate mortgage
- Flash crash
- Flexible spending account
- Float
- Foreclosure
- Foreign direct investment
- Foreign exchange
- Forever stamps
- Forward earnings
- Forward looking
- Forward price-to-earnings
- Fractional reserve banking
- Freddie mac
- Free market
- Free trade
- Friction cost
- Full retirement age
- Fundamentals
- Fungible
- Game theory
- General obligation bond
- Gift tax exclusion
- Gifting limit
- Global growth fund
- GMIB rider
- Gold standard
- Government bond
- Government national mortgage association
- Graded vesting
- Grantor
- Great depression
- Greater fool theory
- Gresham's law
- Gross domestic product
- Gross income
- Gross output
- Gross rent multiplier
- Growth and income fund
- Growth fund
- Growth stock
- Guaranteed income rider
- Guardian
- Hawkish policy
- Headline inflation
- Headline risk
- Health savings account
- Hedge
- High-deductible plan
- Highest and best use
- Hold harmless
- Home equity
- Homeowners association
- Homeowners' capital gain exclusion
- Homeowners insurance
- Housing and urban development
- Housing bubble
- Human capital
- Immediate annuity
- Implicit cost
- Import
- Real estate operating expense
- Index
- Index fund
- Indexed annuity cap
- Indirect investment
- Industrial property
- Inefficient market
- Inflation
- Inflation adjusted
- Inflation-linked savings bond
- Inflation target
- Information symmetry
- Inherited IRA
- Initial public offering
- Insolvency
- Institutional investor
- Institutional shares
- Insurance guaranty associations
- Intangible asset
- Intellectual property
- Interest rate risk
- Internal revenue code
- Intragovernmental Debt
- Inverse correlation
- Investment bank
- Investment grade
- Investment income
- Investment property
- Investor
- Invisible hand
- IRS inquiry letter
- IRS underpayment rules
- Issuer
- Itemized deduction
- January Effect
- JGB
- John Maynard Keynes
- Joint tenancy
- Junk bond
- K street
- Keynesian economics
- Labor Productivity
- Laffer curve
- Lagging Indicator
- Laissez-Faire Economics
- Large cap
- Larry Kudlow
- Late (stage) capitalism
- Law of diminishing marginal returns
- Law of diminishing marginal utility
- Leading indicator
- Legal tender
- Lehman brothers collapse
- Lessee
- Lessor
- Leverage
- Liability
- Lien
- LIFO
- Like-kind property
- Limited partnership
- Liquidity event
- Liquidity trap
- Living and death benefit riders
- Load
- Lobbyists
- London interbank offered rate
- Long
- Long run
- Long-term assets
- Long-term capital gain/loss
- Loose monetary policy
- Luddite
- M2
- Macroeconomics
- Malinvestment
- Mandatory Spending
- Manipulation
- Margin account
- Margin debt
- Marginal tax rate
- Marginal utility
- Market
- Market capitalization
- Market clearing
- Market economy
- Market efficiency
- Market price
- Market risk
- Market value
- Market value adjustment
- Marxism
- Matching contribution
- Mean
- Mean reversion
- Median
- Medicaid
- Medium of exchange
- Member bank
- Mercantilism
- Microeconomics
- Mid cap
- Military industrial complex
- Milton friedman
- Mixed use property
- Modern monetary theory
- Modified adjusted gross income
- MOM
- Monetary policy
- Monetary policy
- Monetary sovereignty
- Monetary stimulus
- Monetize
- Monetize debt
- Money Printing
- Money supply
- Money tree
- Monopoly
- Moody’s
- Moral hazard
- Morale hazard
- Mortality charge
- Mortgage points
- Mortgagee
- Mortgagor
- Multi-family residential
- Multiplier effect
- Mutual fund
- Mutually exclusive
- Nasdaq
- National debt
- Negative growth
- Net borrowed reserves
- Net operating income
- Net present value
- New normal
- New york stock exchange
- NINJA loan
- NIRP
- No-doc loan
- Noise
- Nominal
- Nominal GDP
- Nominal rate of return
- Non-recourse loan
- OASDI
- Off-balance sheet
- Off the run
- Oil Shock
- On the run
- One percent rule
- Open market operations
- Operating earnings
- Operating expense
- Operating income
- Opportunity cost
- Other taxes
- Output
- Over-the-counter
- Paper Profit/Loss
- Par value
- Participation rate
- Passive income
- Payable on death
- Payroll tax
- Personal Consumption Expenditure (PCE)
- Peer-to-peer lending
- Pension plan
- Per capita GDP
- Period certain
- Permanently insured
- Personal consumption
- Personal financial statement
- Peter lynch
- Phase out
- P&I
- Pink sheets
- PITI
- Planned Obsolescence
- PLUS loan
- Policy tools
- Populism
- Precious metals
- Preferred stock
- Premium bond
- Prepaid credit card
- Present value
- Price controls
- Price discovery
- Price level
- Price mechanism
- Price-to-earnings ratio
- Primary market
- Primary regulator
- Prime rate
- Principal reduction
- Print money
- Private company
- Digital Assets
- Private mortgage insurance
- Private reit
- Private sector
- Pro forma
- Producers Price Index
- Productivity
- Profit and loss statement
- Profit motive
- Profit sharing plan
- Progressive tax
- Promissory note
- Property rights
- Protectionism
- Public company
- Public Debt
- Public finance
- Purchasing power
- Purchasing Power Risk
- Put
- Q1
- Q2
- Q3
- Q4
- QoQ
- Qualified charitable distribution
- Qualified distribution
- Qualified intermediary
- Qualified Small Business Stock
- Qualifying home equity interest deduction
- Quantitative easing
- Quota
- Rationing
- Real
- Real estate investment trust
- Real growth rate
- Real rate of return
- Real wages
- Rebalancing
- Recession
- Redemption
- Reference rate
- Registered representative
- Regulatory agency
- Regulatory capture
- Reinvestment risk
- REIT types
- Render unto Caesar
- Rent control
- Rent-seeking
- Republic
- Required minimum distribution
- Reserve currency
- Reserve fund
- Reserve requirements
- Revenue bond
- Reverse mortgage
- Risk asset
- Risk-Free Asset
- Risk-free rate of return
- Risk-on/Risk off
- Risk premium
- Rollover IRA
- Roth 401K
- Royalty
- Rule of 72
- Rule of law
- Russell 2000
- Russian ruble crisis
- Safe harbor
- Sallie mae
- Salvage value
- Savings bond education tax exclusion
- Scarcity
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Secondary market
- Section 179 deduction
- Section 1031
- Sector
- Secured overnight financing rate
- Seigniorage
- Self employment
- Self-Employment tax
- Self-fulfilling prophecy
- Sell in May and go away
- Sell short
- SEP plan-eligible employee
- Series 7 examination
- Settlor
- Shareholder
- Shareholder equity
- Shareholder primacy
- Shareholder value
- Short
- Short run
- Short-term capital gain
- Shrinkage
- Signaling
- Simple IRA
- Simplified employee pension
- Small cap
- Small company stock
- Smoot-hawley tariff act
- Snowball method (debt elimination)
- Social engineering
- Social Policy
- Social security
- Social security burial benefit
- Social security-fully insured
- Social security income penalty
- Social security maximum family benefit
- Social security trust fund
- Socialism
- South sea company
- Sovereign debt
- Specialization
- Speculator
- Spread
- Stagflation
- Stagnation
- Stakeholder
- Stakeholder capitalism
- Standard deduction
- Standard & Poor's
- Standard & Poor's 500 Index
- Stock market
- Stock split
- Store of value
- Straight line depreciation
- Stretch IRA
- Strong-dollar monetary policy
- Sub-Prime Loan
- Subaccount charge
- Subaccounts
- Subsidy
- Supply and demand
- Supply Chain
- Supply curve
- Supply Shock
- Supply-side economics
- Surrender
- Surrender charge
- Surrender period
- Systematic Risk
- Systemically Important Financial Institution
- T12
- Take-home pay
- Taleb event
- Target-date fund
- Tariff
- Tax-deferral
- Tax-loss harvesting
- Taxable income
- Taxi medallion
- Technical analysis
- Technical factors
- Tenancy in common
- Term
- The oracle of omaha
- The wealth of nations
- Thinly traded
- Third party
- Tight monetary policy
- Time value of money
- TINA
- Too big to fail
- Total Government Debt
- Totalitarian
- Trader
- Traditional IRA
- Tragedy of the commons
- Trailing 12 months
- Transfer on death
- Transfer Payments
- Treasury bill
- Treasury bond
- Treasury inflation-protected securities
- Treasury note
- Trickle-Down economics
- Trust
- Trust deed
- Tulipmania
- U.S. dollar index
- U.S. savings bonds
- Umbrella insurance
- Underpayment penalty
- Uniform gifts to minors act
- Uniform transfers to minors act
- Unit investment trust
- USD
- Utility
- Value-added tax
- Variable annuity
- Variable interest rate
- Velocity of money
- Venture Capital
- Vesting
- Voluntary exchange
- W2
- W4
- Wage controls
- Wasting asset
- Wealth effect
- Weimar republic
- WOW
- Yield
- Yield curve
- YOY
- Zero-sum game
- ZIRP