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Tuesday, January 14, 2020

financial dictionary pdf - financial terminology dictionary - financial dictionary app

financial dictionary pdf - financial terminology dictionary - financial dictionary app


Actuarial Assumption Definition

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An actuarial assumption is an estimate of an uncertain variable input into a financial model for the purposes of calculating premiums or benefits.

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Current Income Definition

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Current income investing is associated with strategies that seek to identify investments paying above-average distributions.

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Standard & Poor's (S&P) Definition

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Standard & Poor's (S&P) is globally known for its variety of investable, benchmark financial indices, along with its independent credit ratings.

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Financial Power of Attorney Definition

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A financial power of attorney is a legal document that grants a trusted agent the authority to act on behalf of the principal in financial matters.

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Relative Value

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Relative value assesses an investment's value by considering how it compares to valuations in other, similar investments.

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Euro STOXX 50 Index Definition

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The Euro STOXX 50 Index is a market capitalization weighted stock index of 50 large, blue-chip European companies operating within Eurozone nations.

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Deferred Annuity Definition

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A deferred annuity is an insurance contract that promises to pay the buyer a regular stream of income, or a lump sun, at some date in the future.

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Immediate Payment Annuity Definition

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An immediate payment annuity is a contract between an individual and an insurance company, providing a set amount of income immediately to the buyer.

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Commoditize Definition

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Commoditize means a product or service has become identical to the same type of offering presented by a rival, distinguished only by its price.

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Top Oil & Gas Stocks for Q1 2020

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These are the oil & gas stocks with the best value, fastest growth, and most momentum for Q1 2020.

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Direct Tax Definition

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A direct tax is a tax paid directly by an individual or organization to the entity that levied the tax, such as the Internal Revenue Service (IRS).

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2% Rule

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The 2% rule is a money management strategy where an investor risks no more than 2% of available capital on a single trade.

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Continuous Audit Definition

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A continuous audit assesses a company's accounting practices and risk controls on an ongoing basis, versus period internal audits.

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What Does Positive Theta Mean for Credit Spreads?

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Learn about the option Greek theta and credit spreads, why credit spreads have positive thetas and what positive thetas signify in credit spreads.

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Unearned Income Definition

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Unearned income is income acquired from investments and other sources unrelated to employment.

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Just Compensation Definition

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Just compensation refers to the compensation individuals receive when their property gets seized by the government for public use.

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Involuntary Bankruptcy

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An involuntary bankruptcy is a legal proceeding where creditors request that a person or business holding debt go into bankruptcy.

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Agency MBS Purchase Definition

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Agency MBS Purchase typically refers to the U.S. Federal Reserve's $1.25 trillion program to purchase agency MBS during the 2008 Financial Crisis.

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Litigation Risk Definition

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Litigation risk is the risk that a company will face legal action due to a variety of reasons, which can include product or service issues.

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Accelerated Share Repurchase (ASR) Definition

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An accelerated share repurchase (ASR) is a strategy used by a company to buy back its own shares quickly by using an investment bank as a go-between.

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Guerrilla Trading Definition

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Guerrilla trading is a short-term trading technique that aims to generate small, quick profits while taking on very little risk per trade.

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Novation Definition

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Novation is the act of either replacing a party in a contract with another or replacing one contractual obligation with another, requiring the consent of all parties involved.

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Implied Contract Definition

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An implied contract is a legally-binding agreement created by the actions, behavior, or circumstances of the parties involved. Written proof is not needed.

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Effective Yield Definition

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Effective yield is a bond yield that assumes coupon payments are reinvested after being received.

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Beige Book Definition

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The Beige Book is a qualitative review of economic conditions published eight times per year by the Federal Reserve.

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Forced Selling (Forced Liquidation)

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Forced selling or forced liquidation usually entails involuntarily selling assets or securities for liquidity in the event of unforeseen situations.

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Relative Value Fund Definition

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A relative value fund is an actively managed investment fund that seeks to exploit temporary differences in the prices of related assets.

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Leasing a Yacht: A Step-by-Step Guide

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When you charter a boat, you can indulge your dreams of sailing the seas without the outlay of an actual purchase.

What Is the Dark Net?

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The dark net (also darknet) is a subset of secret websites that exist on an encrypted network.

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Bitcoin vs. Ethereum: What's the Difference?

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Etherum has risen in popularity but is still dwarfed by bitcoin in terms of market share, although the two are supposed to be complementary.

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How Does Inflation Affect Fixed-Income Investments?

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Inflation can harm fixed-income investments. Find out how to monitor the impact of inflation using common indexes.

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Reserve-Replacement Ratio Definition

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Reserve-replacement ratio is the amount of oil added to a company's reserves divided by the amount extracted for production.

Top 3 High-Yield Muni Bond ETFs

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Explore detailed analysis and information of some of the most popular exchange-traded funds tracking the long- and short-term, high-yield municipal bond market.

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4 Best US Mid-Cap Index Mutual Funds

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Discover the four best mutual funds that use a passive investment strategy by following indexes that track the performance of mid-cap U.S. stocks.

Variable Annuity Definition

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A variable annuity is a type of annuity that can rise or fall in value based on the performance of its underlying investment portfolio.

Microfinance vs. Macrofinance: What's The Difference?

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Microfinance is an individual-focused way to provide money to those who lack access to mainstream resources. Macrofinance is for economic development at the regional or national level.

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Big Box Stores Vs. Small Retailers

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Big box stores have had a huge impact on the shopping landscape, but they're not always your best choice as a consumer. Learn to shop smarter.

Travelex: Changing Money Into Profits

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All its locations make Travelex the most convenient option for exchanging one currency into another, foreign currency, but there are cheaper alternatives for changing money.

Expedia vs. Orbitz: Comparing The Rewards

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The best program for you depends on how you want to use the points. Here's a comparison of the rewards you get with Expedia and Orbitz.

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Fixed Annuity Definition

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A fixed annuity is an insurance contract that pays a guaranteed rate of interest on the owner's contributions and later provides a guaranteed income.

Calculate Your Debt-to-Income Ratio

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This number will show you exactly how much of your income is going to pay off debt. You can also use it to see if you can afford that new purchase.

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Form 1040: U.S. Individual Tax Return Definition

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Form 1040 is the standard U.S. Individual Tax Return form that taxpayers use to file their annual income tax returns with the IRS.

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Discretionary Beneficiary

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Discretionary beneficiaries are individuals or entities that a grantor names in a trust, life insurance policy, or retirement plan that have no legal proprietary interest.

3 ETFs That Replicate Buffett's Investment Strategy (MOAT, XLF)

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Discover three exchange-traded funds (ETFs) that investors seeking to emulate the investment strategies of Warren Buffett may wish to consider.

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Top 5 Bear Market Mutual Funds (GRZZX, BEARX)

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Discover five bear market mutual funds that investors can turn to for generating maximum capital appreciation during a bear market.

Corporate Credit Rating Definition

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A corporate credit rating is an opinion of an independent agency regarding the likelihood that a corporation will fully meet its financial obligations.

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Life Insurance: Putting a Price on Peace of Mind

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How would your death leave loved ones, financially speaking? Find out how to ease your mind and keep them protected using life insurance.

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What Is a Gatekeeper?

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A gatekeeper is someone, who regulates access to medical care. In long-term care insurance, it is a set of requirements for receiving payouts.

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Top Solar Stocks for Q1 2020

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These are the solar stocks with the best value, fastest growth, and most momentum for Q1.

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Reinsurance Ceded Definition

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Reinsurance ceded is the risk passed to a reinsurer, allowing the primary insurer to reduce its risk exposure to an insurance policy it has underwritten.

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Against All Risks (AAR) Definition

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An against all risks insurance policy provides coverage against all types of loss or damage, rather than only specific ones.

Statutory Reserves Definition

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Statutory reserves are state-mandated reserve requirements for insurance companies, intended to make sure they'll be able to pay their claims.

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Understanding the Gann Studies

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In 1908, W.D. Gann discovered what he called the "market time factor," which made him one of the pioneers of technical analysis.

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Tips for Answering Series 7 Options Questions

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Here are some tips to help you ace the largest and most difficult section of the Series 7 exam, the options questions section.

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What Are Average Operating Expenses for the Oil and Gas Sector?

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Learn about the average operating expenses and average margins for the oil and gas sector and how they differ by subsector.

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Business Income Definition

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Business income is a type of earned income and is classified as ordinary income for tax purposes.

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EBITDA/EV Multiple Definition

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The EBITDA/EV multiple is a financial ratio that measures a company's return on investment.

Zero-Cost Strategy Definition

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Zero cost strategy refers to a trading or business decision that does not entail any expense upon execution.

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Gross Profits Insurance Definition

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Gross profits insurance is a type of business interruption insurance that provides funds in the amount of profit lost if an insurable event occurs.

Tax Preference Item

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Tax preference item is a type of income, normally tax-free, that may trigger the alternative minimum tax (AMT) for taxpayers.

Taxable Estate

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Taxable estate is the portion of a deceased person's net assets subject to taxation after deductions.

Bullet GIC

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A bullet GIC is type of guaranteed investment contract where both the principal and interest are returned to the payor at some date in the future.

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Non-Contestability Clause

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A non-contestability (incontesability) clause is designed to prevent feuding beneficiaries by writing them out of the will.

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Willie Sutton Rule

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The Willie Sutton Rule was derived from bank robber Willie Sutton, who when asked why he steals from banks answered "Because that's where the money is."

Annual Investment Allowance (AIA)

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The Annual Investment Allowance is a form of tax relief for British businesses that is designated for the purchase of business equipment.

Average Balance Definition

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The average balance is the balance on a loan or deposit account calculated over a given period.

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