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10-K
10-Q
1099
12b-1 fees
3-year Earnings Growth
401(k)
403(b)
50, 200-day Average Price
52-week range
A
ADR
AIMR
Accidental Death Benefits
Account type
Accounts payable
Accounts receivable
Accrual-basis accounting
Accrued interest
Accrued taxes
Accrued wages
Acquisition
Actual Cash Value
Adjusted Gross Income (AGI)
Aggressive investment
Alpha coefficient
Alternative Minimum Tax (AMT)
American Stock Exchange (ASE or AMEX)
Americans with Disabilities Act (ADA)
Amortization
Annual percentage rate (APR)
Annual percentage yield (APY)
Annual report
Annualized gain
Annualized return
Annuity
Appreciation
Ask
Asset allocation
Asset class
Asset management account
Asset-equity ratio
Assets
Automobile Insurance
Automobile Shared Market
Average Credit Quality
Average Effective Duration
Average Effective Maturity
Average Nominal Maturity
Average Weighted Maturity
Average annual return
Averages
B
Back-end load
Balance sheet
Balanced fund
Basis
Bear market
Before-tax earned income
Beneficiary
Beta coefficient
Bid
Binder
Block trade
Blue-chip fund
Blue-chip stocks
Board of Directors
Bodily Injury
Bodily Injury - Liability
Bodily Injury - Uninsured
Bond
Bond rating
Bond-oriented mutual funds
Book value
Broker
Brokerage
Bull market
Business plan
Buying on margin
Bypass trusts
C
CUSIP number
Cafeteria plan
Call
Callan Associates
Capital assets
Capital expenditures
Capital gain
Capital loss
Cash
Cash account
Cash flow
Cash management account
Cash-basis accounting
Cash-value life insurance
Certificate of deposit (CD)
Close
Closed-end mutual fund
Closing costs
Collectibles
Commercial Paper
Commissions
Composite price
Compound interest
Consensus Ratings
Conservative
Consumer Price Index (CPI)
Consumer debt
Contract
Contrarian investing
Corporate actions
Corporate bonds
Corporation
Cost basis
Cost of goods sold (COGS)
Covariance
Credit rating
Credit score
Current balance
Current ratio
D
DSP
Debit card
Debt-assets ratio
Debt-equity ratio
Deductible IRA
Deep-discount brokerage
Deferred gain
Deferred sales charges
Defined-benefit pension plan
Defined-contribution pension plan
Deflation
Depreciation
Depreciation, depletion and amortization
Derivative
Direct stock purchase (DSP)
Discount brokerage
Discount rate
Disinflation
Distribution
Diversification
Divestiture
Dividend
Dividend reinvestment plan (DRIP)
Dividend yield
Dividends per share (Div/Shr)
Dollar-cost averaging
Domestic bond mutual fund
Domestic stock mutual fund
Dow Jones industrial average (DJIA)
Durable family power of attorney
Duration
E
Earned income
Earnings
Earnings growth rate
Earnings limits
Earnings per share (EPS)
Earnings surprise
Earnings yield
Education IRA
Effective Date
Effective tax rate
Electronic Communications Network (ECN)
Emergency fund
Emerging growth fund
Employee stock ownership plan (ESOP)
Employee stock purchase plan (ESPP)
Employer Identification Number (EIN), or Federal ID Number
Employer contribution (to tax-deferred savings)
Ending balance
Equity
Essential Services
Estate
Estate planning
Estate tax
Ex-dividend (Ex-Div)
Ex-dividend date
Excess Personal Injury Protection (PIP)
Exchange
Exercise price
Exit strategy
Expense projections
Expense ratio
Extraordinary Medical Benefits
F
Fair Labor Standards Act (FLSA)
Family & Medical Leave Act (FMLA)
Family finances
Federal Insurance Contributions Act (FICA)
Federal Reserve Board
Federal estate tax bracket
Fiduciary
Finance charges
First Boston High Yield Index
Fiscal year end (FYE)
Fixed assets
Fixed-income investment
Fixed-rate loan
Flexible benefits plan
Flexible spending account (FSA)
Forward P/E
Franchise
Front-end load
Full-service brokerage
Fund Category
Fund Expense Projections
Futures contract
G
GDR
Ginnie Mae
Global fund
Government bond
Gross profit
Growth fund
Growth rate
Growth stock
Guardianship provisions
H
Health Maintenance Organization (HMO)
Hedge fund
Home equity loan
Homeowner's Policy
Household Goods Policy
Household income
Hybrid Fund
I
IPO lockup period
Illiquid investment
Income Disability Benefits
Income Statement
Income fund
Income per employee
Income stocks
Independent contractor
Index fund
Individual Retirement Account (IRA)
Industry class
Inflation
Initial Load
Initial public offering (IPO)
Inside information
Insider
Insider holdings
Insider trading
Instinet
Institutional Shareholder
Insurance
Insured
Insurer
Interest
Internal rate of return (IRR)
International fund
International stocks
Intrinsic Stock Price
Intrinsic value
Inventory
Inventory Turnover
Inventory financing
Investment income
Investment portfolio
J
Johannesburg Stock Exchange Gold Index
Junk bonds
K
Keogh
L
Large-Cap Blend Fund
Large-Cap Growth Fund
Large-Cap Value Fund
Large-cap stock
Lease
Lehman Brothers Aggregate Bond Index
Lehman Brothers Corporate Bond Index
Lehman Brothers Government Bond Index
Lehman Brothers Governments/Corporate Index
Lehman Brothers Intermediate-Term Treasury Index
Lehman Brothers Long-Term Treasury Index
Lehman Brothers Mortgage-Backed Securities Index
Lehman Brothers Municipal Bond Index
Liability
Liability Coverage
Liability Insurance
Liability, Collision and Comprehensive
Licensing
Lien holder
Life expectancy
Life insurance
Limit
Limit order
Limited Liability Company (LLC)
Limited Partnership
Liquid net worth
Listed
Litigation
Living will
Load
Lock-up period
Long-Term Debt
Long-term health care or nursing home insurance
Loss
Loss Assessment
Loss of Income Benefits
Loss of Services Benefits
Lots
Lump-sum distribution
M
Margin
Margin account
Margin call
Marginal income tax bracket
Market Close
Market capitalization
Market index
Market order
Market outperform
Market price
Market share
Market value
Maturity
Medical Benefits
Medical Expenses
Medical Payments Insurance - Automobile
Medical Payments Insurance-Homeowner
Medical power of attorney
Medicare
Mid-Cap Blend Fund
Mid-Cap Growth Fund
Mid-Cap Value Fund
Mid-cap stock
Minimum initial investment
Minimum wage
Money market
Monthly Work Loss
Morgan Stanley Capital International All Country Index
Morgan Stanley Capital International EAFE ex-Japan Index
Morgan Stanley Capital International Europe Index
Morgan Stanley Capital International Pacific Ex-Japan Index
Morgan Stanley Capital International Pacific Index
Morgan Stanley Capital International World Ex-U.S. Index
Morningstar
Mortgage debts
Mortgage loan
Moving average
Municipal bonds
Mutual fund
N
Nasdaq Stock Market
National Association of Securities Dealers (NASD)
Needs
Net asset value (NAV)
Net assets
Net earnings per share (Net EPS)
Net income
Net present value (NPV)
Net sales
Net worth
New York Stock Exchange (NYSE)
Nikkei Stock Average
No-load mutual fund
Non-Medical Benefits
Non-deductible IRAs
Non-investment account
Nondisclosure agreement
Nonprofit corporation
O
OTC Bulletin Board
Open
Open-end fund
Option
Oral contracts
Order type
Other Vehicles
Outsource
Outstanding shares
Over-the-counter (OTC)
Overvalued
Owner if Other than Insured
P
PEG ratio
Par value
Partnership
Payout Ratio
Payroll
Pension plan
Percent Held By Insiders
Percent unrealized gain or loss
Percentage held by institutions
Permit
Personal Injury Protection (PIP)
Personal Injury Protection Deductible
Personal Property Coverage
Personal unsecured loans
Physical Damage Coverage
Points
Policy
Policyholder
Preferred Provider Organization (PPO)
Preferred Stock
Premium
Present Value
Previous Close
Price-volume chart
Price/Book Ratio (P/B)
Price/Cash Flow
Price/Earnings Ratio (P/E)
Price/Sales Ratio (P/S)
Primary care physician
Prime rate
Principal
Principal account
Profit margin
Profit sharing
Property Damage
Property Damage - Liability
Property Damage - Uninsured Motorist
Proprietary fund
Prospectus
Put
Q
Qualified retirement plans
Quick ratio
R
Real Estate Investment Trust (REIT)
Realized and unrealized gains
Redemption fee
Regional fund
Rehabilitation Benefits
Relative strength
Renewal
Replacement Cost for Contents
Replacement Value
Replacement value homeowners’ or renters’ insurance
Required minimum distribution (RMD)
Research Report (or Broker Report)
Resident
Return
Return of capital
Return on assets (ROA)
Return on equity (ROE)
Return on investment (ROI)
Revenue
Revenue Growth
Revenue per employee
Reverse Split
Risk
Risk-adjusted performance
Rollover
Roth IRA
Russell 2000
S
S&P 500
S&P Index
S&P Industry Class
S&P Midcap 400
S&P Smallcap 600
S-Corporation, or Sub-Chapter S Corporation
SEP-IRA
SIMPLE IRA
SS-4
Salary Reduction Simplified Employee Pension Plan (SARSEP)
Salomon Brothers Non-Dollar World Government Index
Section 125 Plan
Sector
Sector fund
Securities
Securities and Exchange Commission (SEC)
Share price
Share repurchase programs
Shares Outstanding
Sharpe ratio
Short account
Short value
Shorting stocks
Simplified Employee Pensions (SEP)
Small Business Administration (SBA)
Small cap
Small-Cap Blend Fund
Small-Cap Growth Fund
Small-Cap Value Fund
Social Security
Socially responsible investing
Sole proprietorship
Split
Split Limit
Spousal IRA
Spread
Stacked Coverage
Standard & Poor's Midcap Index
Standard deviation
Startup
Stock
Stock Buyback
Stock exchange
Stock-option plan
Stock-oriented mutual funds
Stockholders’ Equity
Stop order
Strike price
Substitutive Services Expenses or Loss/Services Benefits
Supplemental Un-insured/Under-insured Motorist Coverage
Survivors Benefits
T
Target Price
Tax basis
Tax deferred
Tax free
Tax-deferred annuity
Tax-deferred savings
Tax-free bonds
Taxes, Medicare
Taxes, Social Security
Tenure
Term life insurance
Tick
Ticker symbol
Time the market
Top-line coverage
Tort
Total Assets
Total Debt
Total net worth
Total return
Total revenue
Trademark
Treasury Inflation-Protected Securities (TIPS)
Treasury bills (T-bills)
U
Umbrella Liability Insurance
Undervalued
Unemployment Insurance
Unified credit
Uniform Commercial Code (UCC)
Uninsured/Under-insured
Uninsured/Under-insured Motorist Coverage
Unit trust
Universal life insurance
Unrealized gain
Unstacked Coverage
Upside/Downside Ratio
Uptick
V
Valuation
Variable life insurance
Variable-interest loan
Venture capital
Very basic coverage
Vested
Volatility
Volume
W
W-2
W-4
Whole life insurance
Will
Wilshire 4500 Equity Index
Wilshire 5000 Total Market Index
Wilshire REIT Index
Withholding
Work Loss Benefit
Worker's compensation
X
Y
Years to accumulate
Yield
Z
Zero Coupon Bonds
Zero-minus tick
Zero-plus tick
Zoning