Financial Terms Beginning with B

Use the letters below to navigate to Financial terms beginning with each alphabet from A to Z.

# 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

Financial terms beginning with letter B.

Terms Beginning With ‘B’
Baby Bond
Baby Boomer
Back-End Ratio
Back Office
Back Stop
Back-to-Back Letters of Credit
Backdoor Roth IRA
Backflush Costing
Backlog
Backorder
Backtesting
Backup Withholding
Backward Integration
Backwardation
Bad Credit
Bad Debt
Bad Debt Expense
Bag Holder
Bail Bond
Bail-In
Bailout
Bait and Switch
Balance of Payments (BOP)
Balance of Trade (BOT)
Balance Sheet
Balanced Budget
Balanced Fund
Balanced Investment Strategy
Balanced Scorecard
Balloon Loan
Balloon Payment
Ballpark Figure
Baltic Dry Index
Bancassurance
Bandwagon Effect
Bank
Bank Bill Swap Rate (BBSW)
Bank Capital
Bank Confirmation Letter (BCL)
Bank Credit
Bank Deposits
Bank Identification Number
Bank Rating
Bank Reserve
Bank Statement
Bank Stress Test
Bank Draft
Bank-Owned Life Insurance (BOLI)
Banker’s Acceptance
Bank Guarantee
Bank Reconciliation
Bank Run
Bankruptcy
Banner Advertising
Baptism by Fire
Barbell
Bar Chart
Bare Trust
Barrel Of Oil Equivalent (BOE)
Barrels Of Oil Equivalent Per Day (BOE/D)
Barrier Option
Barriers to Entry
Barter
Base Effect
What Is Base Pay?
Base Year
Basel I
Basel II
Basel Accord
Basel III
Baseline
Basic Earnings Per Share (EPS)
Basic Materials
Basis
Basis Point (BPS)
Basis Risk
Basket of Goods
Basket Trade
BAT Stocks
Batch Processing
Baye’s Theorem
BCG Growth-Share Matrix
Beacon Score
Bear Call Spread
Bear Hug
Bear Market
Bear Put Spread
Bear Spread
Bear Stearns
Bear Trap
Bearer Bond
Bearer Share
Bearish Engulfing Pattern
Behavioral Economics
Behavioral Finance
Bell Curve
Below-the-Line Advertising
Ben Bernanke
Benchmark
Beneficial Owner
Beneficiary
Benefit-Cost Ratio
Benjamin Graham
Berhad (BHD)
Berkshire Hathaway
Bermuda Option
Bernie Madoff
Bespoke CDO
Best Alternative to a Negotiated Agreement (BATNA)
Best Endeavors
Best Practices
Beta
Better Business Bureau (BBB)
Bicameral System
Bid
Bid and Ask
Bid-Ask Spread
Bid Bond
Bid Price
Bid Size
Big Data
Bilateral Contract
Bilateral Trade
Bill Auction
Bills of Materials (BOM)
Billing Cycle
Bill of Exchange
Bill of Lading
Binance Coin (BNB)
Binary Option
Binomial Distribution
Binomial Option Pricing
Bioremediation
Bird In Hand
Bitcoin
Bitcoin Cash
Bitcoin Mining
Bitcoin Misery Index
Bitcoin Wallet
Black Money
Black Box Model
Black Friday
Black Market
Black Monday
Black Scholes Model
Black Swan
Black Tuesday
Blended Rate
Blind Trust
Block Trade
Blockchain
Blockchain-as-a-Service (BaaS)
Blockchain Wallet
Bloomberg
Bloomberg Terminal
Blotter
Blue Book
Blue Chip
Blue-Chip Stock
Blue Ocean
Blue Sky Laws
Board of Directors (B of D)
Board of Governors
Board of Trustees
Boil the Ocean
Boilerplate
Boiler Room
Bollinger Band
Bombay Stock Exchange (BSE)
Bond
Bond Covenant
Bond Discount
Bond Equivalent Yield (BEY)
Bond ETF
Bond Fund
Bond Futures
Bond Ladder
Bond Market
Bond Quote
Bond Rating
Bond Rating Agencies
Bond Valuation
Bond Yield
Bondholder
Bonus
Bonus Depreciation
Bonus Issue
Book Building
Book Runners
Book-to-Bill
Book-to-Market Ratio
Book Value
Book Value of Equity Per Share (BVPS)
Book Value Per Common Share
Bookie
Boom And Bust Cycle
Bootstrap
Borrowing Base
Both-to-Blame Collision Clause
Bottleneck
Bottom Line
Bottom-Up Investing
Bounced Check
Boundary Conditions
Box Spread
Brain Drain
Branch Accounting
Branch Banking
Branch Manager
Brand
Brand Awareness
Brand Equity
Brand Extension
Brand Identity
Brand Loyalty
Brand Management
Brand Personality
Brand Recognition
Break-even Analysis:
alance Sheet or Statement of Financial Position
B/E (Business EIDL) Loan
Brazil, Russia, India and China (BRIC)
Brazil, Russia, India, China and South Africa (BRICS)
Breadth Indicator
Break-Even Price
Business Activity
Break-Even Analysis
What Is a Breakeven Point (BEP)?
Breakout
Bretton Woods Agreement and System
Brexit
Brick and Mortar
Bridge Financing
Bridge Loan
Broad Money
Broker
Broker-Dealer
Brokerage Accounts: For Beginners And Experienced Investors” target=”_blank” rel=”noopener”>Brokerage Account
Brokerage Company
Brokerage Fee
Brown Bag Meeting
Brownfield Investment
Bubble
Budget
Budget Deficit
Budget Surplus
Budget Variance
Build America Bonds (BABs)
Build-Operate-Transfer Contract
Bull
Bull Call Spread
Bull Market
Bull Put Spread
Bull Spread
Bull Trap
Bullet Bond
Bullet Repayment
Bullish Abandoned Baby
Bullish Engulfing Pattern
Bullish Harami
Bundle of Rights
Bungalow
Bureau of Labor Statistics (BLS)
Bureaucracy
Burn Rate
Business
Business Activities
Business Asset
Business Banking
Business Continuity Planning (BCP)
Business Cycle
Business Development Company (BDC)
Business Economics
Business Ecosystems
Business Ethics
Business Exit Strategy
Business Expenses
Business Insurance
Business Intelligence (BI)
Business Models
Business Plan
Business Process Outsourcing
Business Risk
Business to Business (B2B)
Business to Consumer (B2C)
Business to Government (B2G)
Business Valuations
Butterfly Spread
Buy and Hold
Buy and Sell Agreement
Buy-In
Buy-In Management Buyout (BIMBO)
Buy Limit Order
Buy-Side
Buy Stop Order
Buy the Dips
Buy to Cover
Buy to Open
Buyback
Buyer’s Market
Buying on Margin
Buying Power
Buyout

Terms Beginning With ‘E’
E-Mini
EAFE Index
Early Adopter
Early Exercise
Earmarking
Earned Income
Earned Income Credit (EITC)
Earned Premium
Earnest Money
Earnings
Earnings Announcement
Earnings Before Interest After Taxes (EBIAT)
Earnings Before Interest and Taxes (EBIT)
Earnings Before Interest, Depreciation and Amortization (EBIDA)
Earnings Before Interest, Taxes, Depreciation and Amortization (EBITDA)
Earned Income Credit (EIC)
Earnings Call
Earnings Credit Rate (ECR)
Earnings Estimate
Earnings Management
Earnings Multiplier
Earnings Per Share (EPS)
Earnings Power Value
Earnings Report
Earnings Yield
Earnout
Easement In Gross
Eavesdropping Attack
EBIT/EV Multiple Definition
EBITA
EBITDA Margin
EBITDA/EV Multiple
EBITDA-to-Interest Coverage Ratio
EBITDA-to-Sales Ratio
EBITDAR
eCash
Eclectic Paradigms
What Is an ECN Broker?
Econometrics
Economic Calendar
Economic Capital
Economic Collapse
Economic Conditions
Economic Cycle
Economic Depreciation
Economic Efficiency
Economic Equilibrium
Economic Exposure
Economic Forecasting
Economic Growth
Economic Growth Rate
Economic Indicator
Economic Integration
Economic Justice
Economic Life
Economic Moat
Economic Order Quantity (EOQ)
Economic Profit (or Loss)
Economic Recovery
Economic Recovery Tax Act of 1981 (ERTA)
Economic Rent
Economic Shock
Economic Stimulus
Economic Value
Economic Value Added (EVA)
Economic Value of Equity (EVE)
Economics
Economies of Scale
Economies of Scope
Economist
Economy
EdTech
Education Loan
Education IRA
Effective Annual Interest Rate
Effective Dates
Effective Duration
Effective Gross Income (EGI)
Effective Interest Method Definition
Effective Tax Rate
Effective Yield
Efficiency
Efficiency Ratio
Efficient Frontier
Efficient Market Hypothesis (EMH)
What Is Egalitarianism?
Elastic
Elasticity
Elective-Deferral Contribution
Electronic Bill Payment and Presentment (EBPP)
Electronic Check
Electronic Commerce (e-commerce)
Electronic Communication Network
Electronic Data Gathering, Analysis and Retrieval (EDGAR)
Electronic Federal Tax Payment System (EFTPS)
Electronic Filing (E-File)
Electronic Fund Transfer Act
Electronic Money
Electronic Payments Network (EPN)
Electronic Retailing (E-tailing)
Elevator Pitch
Elliott Wave Theory
Email Money Transfer (EMT)
Embargo
Embezzlement
Emergency Banking Act of 1933
Emergency Fund
Emerging Industry
Emerging Market Economy
Emerging Markets Bond Index (EMBI)
Emerging Markets Index (MSCI)
Emigration
Eminent Domain
Empire Building
Empirical Rule
Employee Buyout (EBO)
Employee Retirement Income Security Act (ERISA)
Employee Stock Option (ESO)
Employee Stock Ownership Plan (ESOP)
Employee Stock Purchase Plan (ESPP)
Employer Identification Number (EIN)
Employers’ Liability Insurance
Employment Agency Fees
Employment Insurance (EI)
Employment-to-Population Ratio
Encroachment
Encumbrance
End-to-End
Endogenous Growth Theory
Endogenous Variable
Endorsement
Endowment
Endowment Effect
Energy Return on Investment (EROI)
Energy Risk Professional (ERP)
Energy Sector
Engagement Letter
Engel’s Law
Enhanced Oil Recovery (EOR)
Enrolled Agent (EA)
Enron
Enterprise Multiple
Enterprise Resource Planning (ERP)
Enterprise Risk Management (ERM)
Enterprise Value (EV)
Enterprise-Value-to-Revenue Multiple (EV/R)
Enterprise Value-to-Sales (EV/Sales)
Entity Theory
Entrepreneur
Envelope
Environmental Economics
Environmental Protection Agency (EPA)
Environmental, Social, & Governance (ESG) Criteria Definition
EOS
Equal Credit Opportunity Act (ECOA)
Equal Employment Opportunity Commission (EEOC)
Equal Weight
Equated Monthly Installment (EMI)
Equation of Exchange
Equilibrium
Equilibrium Quantity
Equitable Relief
Equity
Equity Accounting
Equity Capital Market (ECM)
Equity Co-Investment
Equity Compensation
Equity Derivative
Equity-Efficiency Tradeoff
Equity Financing
Equity Fund
Equity-Linked Note (ELN)
Equity-Linked Security (ELKS)
Equity Market
Equity Method
Equity Multiplier
Equity Premium Puzzle (EPP)
Equity Risk Premium
Equity Swap
Equivalent Annual Annuity Approach (EAA)
Equivalent Annual Cost (EAC)
Erosion
Error Term
Errors and Omissions Insurance (E&O)
Escheat
Escrow
Escrow Agent
Escrow Agreement
Escrowed Shares
Esoteric Debt
Estate
Estate Planning
Estate Tax
Estimated Ultimate Recovery (EUR)
Understanding Estoppel
Ether (ETH)
Ethereum Classic (ETC)
What Is Ethereum?
Ethical Investing
Euro
Euro Interbank Offer Rate (Euribor)
Euro Medium Term Notes (EMTN)
Euro Overnight Index Average (Eonia)
Eurobond
Euroclear
Eurocurrency
Eurocurrency Market
Eurodollar
Euromarket
Europe, Middle East, and Africa (EMEA)
European Banking Authority (EBA)
European Central Bank (ECB)
European Community (EC)
European Currency Unit (ECU)
European Economic and Monetary Union (EMU)
European Monetary System (EMS)
European Option
European Sovereign Debt Crisis
European Union (EU)
Eurozone
EV/2P Ratio
Evening Star
Event Study
Evergreen Contract
Evergreen Funding
Evergreen Loan
Ex-Ante
Ex-Date
Ex-Dividend
Ex Gratia Payment
Ex-Post
Ex Works (EXW)
Excess Capacity
Excess Cash Flow
Excess of Loss Reinsurance
Excess Reserves
Excess Return
Exchange
Exchange Control
Exchange of Futures for Physical (EFP)
Exchange Rate
Exchange Rate Mechanism (ERM)
Exchange Ratio
Exchange Traded Derivative
Exchange-Traded Fund (ETF)
Exchange-Traded Note (ETN)
Exchange Traded Product (ETP)
Excise Tax
Exculpatory Clause
Execution
Executive MBA
Executor
Exempt Employee
Exempt Income
Exempt-Interest Dividend
Exempt Transaction
Exemption
Exercise
Exercise Price Definition
Exit Strategy
Exogenous Growth
Exotic Option
Expanded Accounting Equation
Expansion
Expansionary Policy
Expatriate
Expectations Theory
Expected Loss Ratio (ELR Method)
Expected Value (EV): Definition and Calculation
Expected Return
Expected Utility
Expedited Funds Availability Act (EFAA)
Expenditure Method
Expense
Expense Ratio
Experience Rating (Insurance) Definition
Expiration Date
Expiration Time
Expiration Date (Derivatives)
Explicit Cost
Exploration & Production (E&P)
Exponential Growth
Exponential Moving Average (EMA)
Export Credit Agency
Export Trading Company (ETC)
Export
Exposure at Default (EAD)
Express Warranty
Expropriation
Extended Trading
External Debt
External Economies of Scale
Externality
Externality of Production
Extraordinary General Meetings (EGM)
Extraordinary Item
Extrinsic Value

Terms Beginning With ‘F’
1913 Federal Reserve Act
FAANG Stocks
Face Value
Facility
Factor
Factor Investing
Factor Market
Factors of Production
FactSet
Facultative Reinsurance
Fail
Fair Credit Billing Act (FCBA)
Fair Credit Reporting Act (FCRA)
Fair Debt Collection Practices Act (FDCPA)
Fair Labor Standards Act
Fair Market Value (FMV)
Fair Value
Fallen Angel
Falling Knife
Fama and French Three Factor Model
Family and Medical Leave Act (FMLA)
Family Limited Partnership (FLP)
Family Offices
FANG Stocks
Farmers Home Administration (FmHA)
Fast Fashion
Fast-Moving Consumer Goods (FMCG)
FDIC Insured Account
Fear and Greed Index
Fed Balance Sheet
Federal Agencies
Federal Communications Commission (FCC)
Federal Deposit Insurance Corporation (FDIC)
Federal Direct Loan Program
Federal Discount Rate
Federal Funds
Federal Funds Rate
Federal Home Loan Bank System (FHLB)
Federal Housing Administration (FHA)
Federal Housing Administration Loan
Federal Income
Federal Insurance Contributions Act (FICA)
Federal Open Market Committee (FOMC)
Federal Open Market Committee Meeting (FOMC Meeting)
Federal Poverty Level (FPL)
Federal Reserve Bank
Federal Reserve Board (FRB)
Federal Reserve System (FRS)
Federal Trade Commission (FTC)
Federal Unemployment Tax Act (FUTA)
Feasibility Study
Fee
Feed-In Tariff (FIT)
Feeder Fund
FHA 203(k) Loan
Fiat Money
Fibonacci Extensions
Fibonacci Numbers and Lines
Fibonacci Retracement
FICO Score
Fidelity Bond
What Is a Fiduciary?
Filing Status
Fill Or Kill (FOK)
Finance
Financial Account
Financial Accounting
Financial Accounting Standards Board (FASB)
Financial Advisor
Financial Analysis
Financial Asset
Finance Charge
Financial Crisis
Financial Distress
Financial Economics
Financial Engineering
Financial Exposure
Financial Guarantee
Financial Health
Financial Inclusion
Financial Independence, Retire Early (FIRE)
Financial Industry Regulatory Authority (FINRA)
Financial Information Exchange (FIX)
Financial Institution (FI)
Financial Instrument
Financial Intermediary
Financial Literacy
Financial Market
Financial Modeling
Financial Performance
Financial Plan
Financial Planner
Financial Risk
Financial Risk Manager (FRM)
Financial Sector
Financial Statement Analysis
Financial Statements
Financial Structure
Financial System
Financial Technology (Fintech)
Financial Times Stock Exchange Group (FTSE)
Financing
Finder’s Fee
FINRA BrokerCheck
Fire Insurance
Firm
First In, First Out (FIFO)
First Mortgage
First Mover
First Notice of Loss (FNOL)
First World
Fiscal Deficit
Fiscal Multiplier
Fiscal Policy
Fiscal Year (FY)
Fiscal Year-End
Fisher Effect
Fisher Transform Indicator
Fitch Ratings
Five Cs of Credit
Five-Year Rule
Fixed Annuity
Fixed Asset
Fixed Asset Turnover Ratio
Fixed Capital
Fixed-Charge Coverage Ratio
Fixed Cost
Fixed Exchange Rate
Fixed Income
Fixed Income Clearing Corporation (FICC)
Fixed-Income Security
Fixed Interest Rate
Fixed-Rate Mortgage
Fixed-Rate Payment
Flat
Flat Tax
Flat Yield Curve
Flexible Manufacturing Systems (FMS)
Flexible Spending Account (FSA)
Flip
Float
Floating Charge
Floating Exchange Rate
Floating Interest Rate
Floating Rate Fund
Floating Rate Note (FRN)
Floating Stock
Floor Area Ratio (FAR)
Floor Trader (FT)
Flotation
Flotation Cost
Flow of Funds (FOF)
Flow-Through Entity
Folio Number
Follow-On Offering
Follow On Public Offer (FPO)
Food And Drug Administration (FDA)
Footnotes to the Financial Statements
For Sale By Owner (FSBO)
Forbearance
Force Majeure
Forecasting
Foreclosure
Foregone Earnings
Foreign Account Tax Compliance Act (FATCA)
Foreign Aid
Foreign Corrupt Practices Act
Foreign Currency Convertible Bond (FCCB)
Foreign Currency Swap
Foreign Direct Investment (FDI)
Foreign Earned Income Exclusion
Foreign Exchange
Foreign Exchange Reserves
Foreign Exchange Risk
Foreign Institutional Investor (FII)
Foreign Investment
Foreign Portfolio Investment (FPI)
Foreign Tax Credit
Forensic Accounting
Forensic Audit
Forex (FX)
Forfaiting
Forfeited Share
Form 3
Form 4
Form 144
Form 1040X
Form 1045
Form 1065
Form 1095-A
Form 1095-B
Form 1095-C
Form 1098
Form 1099-B
Form 1099-DIV
Form 1099-INT
Form 1099-MISC
Form 1099-R
Form 1099-Q
Form 1120S
Form 1310
Form 13F (SEC)
Form 2106: Employee Business Expenses
Form 2106-EZ: Unreimbursed Employee Business Expenses
Form 2439
Form 2848
Form 4506: Request for Copy of Tax Return
Form 4562
Form 4684
Form 4797
Form 4952
Form 5405
Form 6251
Form 6252
Form 6781
Form 706
Form 8283
Form 8379
Form 8396
Form 843
Form 8606
Form 8949
Form ADV
Fortune 100
Fortune 500
Forward Contract
Forward Dividend Yield
Forward Exchange Contract
Forward Integration
Forward Market
Forward Points
Forward Premium
Forward Price
Forward Price-To-Earnings (Forward P/E)
Forward Rate
Forward Rate Agreement (FRA)
Four Asian Tigers
Four Percent Rule
Four Ps
Fourth World
Fractal Indicator
Fractional Reserve Banking
Fractional Share
Franchise
Franchise Tax
Franchisee
Franked Dividend
Fraud
Freddie Mac
Free Carrier (FCA)
Free Cash Flow (FCF)
Free Cash Flow to Equity (FCFE)
Free Cash Flow to the Firm (FCFF)
Free Cash Flow Yield
Free Enterprise
Free-Float Methodology
Free Look Period
Free Market
Free On Board (FOB)
Free Rider Problem
Free Trade
Free Trade Area
Freemium
Frequency Distribution
Freudian Motivation Theory
Frictional Unemployment
Friedrich Engels
Friedrich Hayek
Fringe Benefits
Front-End Debt-to-Income Ratio (DTI)
Front-End Load
Front Office
Front-Running
Full Costing
Full Disclosure
Full Employment
Full Ratchet
Fully Amortizing Payment
Fully Diluted Shares
Fully Vested
Functional Currency
Functional Obsolescence
Fund
Fund Flow
Fund Manager
Fund of Funds (FOF)
Fundamental Analysis
Fundamentals
Funded Debt
Funds From Operations (FFO)
Funds Transfer Pricing (FTP)
Fungibility
Furniture, Fixtures, and Equipment (FF&E)
Future Value (FV)
Future Value of an Annuity
Futures
Futures Commission Merchant (FCM)
Futures Contract
Futures Market

Terms Beginning With ‘G’
Gadfly
GAFAM Stocks
Gain
Gambler’s Fallacy
Game Changer
Game Theory
Gamification
Gamma
Gamma Hedging
Gamma Neutral
Gann Angles
Gann Fans
Gantt Chart
Gap
Gap Analysis
Gap Insurance
Gapping
Garage Liability Insurance
GARCH Process
Gardening Leave
Garn-St. Germain Depository Institutions Act
Garnishment
Gartley Pattern
Gas (Ethereum)
Gas Guzzler Tax
Gate Provision
Gatekeeper
Gazelle Company
GBP
GDAX
GDP Gap
GDP Price Deflator
Gearing
Gearing Ratio
Gemini Exchange
Gemology
General Account
General Agreement on Tariffs and Trade (GATT)
General Agreements to Borrow (GAB)
General and Administrative Expense (G&A)
General Business Tax Credit
General Collateral Financing Trades (GCF)
General Data Protection Regulation (GDPR)
General Equilibrium Theory
General Depreciation System (GDS)
General Ledger
General Manager (GM)
General Obligation Bond (GO)
General Order (GO)
General Partner
General Partnership
General Provisions
General Public Distribution Definition
Generally Accepted Accounting Principles (GAAP)
Generally Accepted Auditing Standards (GAAS)
Generally Accepted Principles And Practices (GAPP)
Generation Gap
Generation-Skipping Transfer Tax (GSTT)
Generation-Skipping Trust
Generation X (Gen X)
Generic Brand
Genesis Block
Genetic Engineering
Genetically Modified Food (GMF)
Gentlemen’s Agreements
Gentrification
Genuine Progress Indicator (GPI)
Geographical Diversification
Geographical Labor Mobility
Geographical Pricing
Geolocation
Geometric Mean
George Soros
Gharar
Ghetto
G.I. Bill
Giffen Good
Gift Card
Gift Causa Mortis
Gift Letter
Gift in Trust
Gift Inter Vivos
Gift of Equity
Gift Splitting
Gift Tax
Gift Tax Return
Gig Economy
Gilt-Edged Bond
Gilt-Edged Securities
Gilts
Gini Index
Gibraltar Pound (GIP)
Give Up
What Is the Glass Ceiling?
What Is the Glass Cliff?
Glass-Steagall Act
Glide Path
Global Bond
Global Depositary Receipt (GDR)
Global Financial Stability Report (GFSR)
Global Fund
Global Industry Classification Standard (GICS)
Global Investment Performance Standards (GIPS)
Global Macro
Global Macro Hedge Fund
Global Recession
Global Registered Share (GRS)
Globalization
Globex
Glocalization
GmbH
Go-Go Fund
Go-Shop Period
Goal-Based Investing
Goal Seeking
Godfather Offer
Going Concern
Going-Concern Value
Going Private
Going Public
Gold Bug
Gold Certificate
Gold Option
Gold Standard
Golden Cross
Golden Handcuffs
Golden Handshake
Golden Parachute
Golden Rule
Golden Share
Goldilocks Economy
Good Credit
Good Delivery
Good Faith Estimate (GFE)
Good Faith Money
Good This Week (GTW)
Good ‘Til Canceled (GTC)
Goodness-of-Fit
Goods and Services Tax (GST)
Goodwill
Goodwill Impairment
Google Blogger
Google Tax
Gordon Gekko
Gordon Growth Model
Governance, Risk Management, and Compliance (GRC)
Government Accountability Office (GAO)
Government Accounting Standards Board (GASB)
Government Bond
Government Grant
Government National Mortgage Association (Ginnie Mae)
Government of Singapore Investment Corporation (GIC)
Government Pension Fund of Norway
Government Purchase
Government Securities Clearing Corporation (GSCC)
Government Security
Government Shutdown
Government-Sponsored Enterprise
Government-Sponsored Retirement Arrangement (GSRA)
Government-Wide Acquisition Contract
Grace Period
Graded Vesting
Graduate Management Admission Test (GMAT)
Graduated Lease
Graduated Payment Mortgage (GPM)
Graham Number
Gramm-Leach-Bliley Act of 1999 (GLBA)
Grandfather Clause
Grant
Grant Deed
Grant-in-Aid
Grantee
Grantor
Grantor Trust Rules
Granular Portfolio
Graphics Processing Unit (GPU)
Grantor Retained Annuity Trust (GRAT)
Gravestone Doji
Gray Box
Gray List
Gray Market
Graduate Record Examination (GRE)
Great Depression
Great Leap Forward
Great Moderation
Great Recession
Great Society
Greater Fool Theory
Greek Drachma
Greeks
Green Bond
Green Card
Green Chip Stocks
Green-Field Investment
Green Fund
Green Investing
Green Marketing
Green Monday
Green Tech
Greenback
Greenmail
Greensheet
Greenshoe Option
Greenspan Put
Greenwashing
Gresham’s Law
Grexit
Grey Market
Grid Trading
Grinder
Gross Debt Service Ratio (GDS)
Gross Dividends
Gross Domestic Income (GDI)
Gross Domestic Product (GDP)
Gross Earnings
Gross Estate
Gross Expense Ratio (GER)
Gross Exposure
Gross Income
Gross Income Multiplier
Gross Income Test
Gross Interest
Gross Lease
Gross Leverage Ratio
Gross Margin
Gross Margin Return on Investment (GMROI)
Gross Merchandise Value
Gross National Happiness (GNH)
Gross National Income (GNI)
Gross National Product (GNP)
Gross National Product (GNP) Deflator
Gross Net Written Premium Income
Gross Processing Margin (GPM)
Gross Profit
Gross Profit Margin
Gross Rate of Return
Gross Receipts
Gross Sales
Gross Spread
Gross Working Capital
Gross-Up
Gross Value Added
Gross Yield
Ground Lease
Group of 3 (G-3)
Group of 7 (G-7)
Group of 8 (G-8)
Group of 10 (G-10)
Group of 11 (G-11)
Group of 20 (G-20)
Group of 30 (G-30)
Group Health Insurance
Group Life Insurance
What Is Group Term Life Insurance?
Group Universal Life Policy (GULP)
Groupon
Groupthink
Growing-Equity Mortgage
Growth and Income Fund
Growth at a Reasonable Price (GARP)
Growth Company
Growth Curve
Growth Fund
Growth Industry
Growth Investing
Growth Rates
What Is a Growth Stock?
Grunt Work
GSCI (S&P)
Guanxi
Guarantee Company
Guarantee Fees
Guaranteed Bond
Guaranteed Death Benefit
Guaranteed Investment (Interest) Certificate (GIC)
Guaranteed Investment Contract (GIC)
Guaranteed Investment Fund (GIF)
Guaranteed Issue Life Insurance
Guaranteed Lifetime Withdrawal Benefit (GLWB)
Guaranteed Loan
Guaranteed Minimum Accumulation Benefit (GMAB)
Guaranteed Minimum Income Benefit (GMIB)
Guaranteed Minimum Withdrawal Benefit (GMWB)
Guaranteed Payments to Partners
Guaranteed Renewable Policy
Guaranteed Stock
Guarantor
Guerrilla Marketing
Guidance
Guideline Premium and Corridor Test (GPT)
Guilder Share (New York Share)
Guinea Franc (GNF)
Gun Jumping
Gunnar Myrdal
Guns-and-Butter Curve
Gunslinger
Guppy Multiple Moving Average (GMMA)
Gwei

Terms Beginning With ‘H’
H-Shares
Haas School of Business
Habendum Clause
Hacktivism
Haggle
Haircut
Half Stock
Half-Year Convention For Depreciation
Halloween Massacre
Halloween Strategy
Halo Effect
Hamada Equation
Hammer Candlestick
Hammer Clause
Hammering
Hamptons Effect
Handelsgesetzbuch (HGB)
Handle
Hands-Off Investor
Hang Seng Index (HSI)
Hanging Man Candlestick
Happiness Economics
Hara-Kiri Swap
Harami Cross
Hard Asset
Hard Call Protection
Hard Currency
Hard Dollars
Hard Fork (Blockchain)
Hard Inquiry
Hard Landing
Hard Loan
Hard Money
Hard Money Loan
Hard Sell
Hard Skills
Hard Stop
Hard-To-Borrow List
Hardening
Hardship Exemption
Hardship Withdrawal
Harmless Warrant
Harmonic Mean
Harmonized Index of Consumer Prices (HICP)
Harmonized Sales Tax (HST)
Harry Markowitz
Hart-Scott-Rodino Antitrust Improvements Act of 1976
Harvard Business School
Harvard MBA Indicator
Harvest Strategy
Hash
Hashed Timelock Contract
Hashgraph Consensus Mechanism
Hawala
Hawk
Hawthorne Effect
Hazard Insurance
Hazard Rate
Hazardous Activity
Head and Shoulders Pattern
Head-Fake Trade
Head of Household
Head Trader
Headhunter
Headline Earnings
Headline Effect
Headline Inflation
Headline Risk
Heads of Agreement
Health Insurance
Health Insurance Marketplace
Health Insurance Portability and Accountability Act (HIPAA)
Health Maintenance Organizations (HMOs)
Health Plan Categories
Health Reimbursement Arrangement (HRA)
Health Savings Account (HSA)
Healthcare Power of Attorney (HCPA)
Healthcare Sector
Heating Degree Day (HDD)
Heath-Jarrow-Morton Model
Heatmap
Heavy Industry
Heckscher-Ohlin Model
Hedge
Hedge Accounting
Hedge Clause
Hedge Fund
Hedge Fund Manager
Hedge Ratio
Hedged Tender
Hedging Transaction
Hedonic Pricing
Hedonic Regression Method
Hedonic Treadmill
Heikin-Ashi Technique
Heir
Held by Production Clause
Held-For-Trading Security
Held Order
Held-to-Maturity (HTM)
Helicopter Drop (Helicopter Money)
Hell or High Water Contract
Help-Wanted Index (HWI)
Henry B. Tippie College Of Business
Henry Hub
Herbert A. Simon
Herd Instinct
Herfindahl-Hirschman Index (HHI)
Heritage and Stabilization Fund (HSF)
Heroes Earned Retirement Opportunities Act (HERO)
Herrick Payoff Index
Hersey-Blanchard Model
Heston Model
Heterodox Economics
Heteroskedastic
Heteroskedasticity
Heuristics
Hiccup
Hidden Taxes
Hidden Values
Hierarchical Deterministic Wallet (HD Wallet)
Hierarchy-of-Effects Theory
Hierarchy of GAAP
High Beta Index
High Close
High Earners, Not Rich Yet (HENRYs)
High-Deductible Health Plan (HDHP)
High-Frequency Trading (HFT)
High-Low Index
High-Low Method
High Minus Low (HML)
High-Net-Worth Individuals (HNWI)
High-Ratio Loan
High-Speed Data Feed
High Street Bank
High-Water Mark
High-Yield Bond
High-Yield Bond Spread
High-Yield Investment Program (HYIP)
Higher Education Act of 1965 (HEA)
Highest In, First Out (HIFO)
Highly Compensated Employee
Highly Leveraged Transaction (HLT)
Hikkake Pattern
Hindenburg Omen
Hindsight Bias
HIPAA Waiver of Authorization
Hire Purchase Agreement
Hiring Freeze
Histogram
Historic Pricing
Historic Structure
Historical Cost
Historical Returns
Historical Volatility (HV)
Hit the Bid
HM Revenue and Customs (HMRC)
Hoarding
Hobby Loss
Hockey Stick Chart
HODL
Hodrick-Prescott (HP) Filter
Holacracy
Hold
Hold Harmless Claus
Holdco
Holder of Record
Holding Company
Holding Company Depository Receipt (HOLDR)
Holding Costs
Holding Period
Holding Period Return (Yield)
Holding the Market
Holdings
Holdover Tenant
Holdovers
Hole-In-One Insurance
Hollowing Out
Hollywood Stock Exchange (HSX)
Holographic Will
Home
Home Affordable Modification Program (HAMP)
Home Affordable Refinance Program (HARP)
Home Banking
Home Bias
Home Buyers’ Plan (HBP)
Home Country Bias
Home Equity
Home Equity Conversion Mortgage (HECM)
Home-Equity Loan
Home Inspection
Home Market Effect
Home Modification
Home Mortgage
Home Mortgage Disclosure Act (HMDA)
Home Mortgage Interest Deduction
Home Office
Home Office Expense
Home Warranty
Homemade Dividends
Homemade Leverage
Homeowners Association (HOA)
Homeowners Association Fee (HOA Fee)
Homeowners Insurance
Homeowners Protection Act
Homestead Exemption
Homo Economicus
Homogeneous Expectations
Homoskedastic
Hong Kong Exchanges and Clearing Limited (HKEx)
Hong Kong Interbank Offered Rate (HIBOR)
Hong Kong Monetary Authority (HKMA)
Hong Kong Monetary Authority Investment Portfolio (HKMA)
Hong Kong SAR, China
Hong Kong Stock Exchange (HKG) .HK
Honorarium
Hook Reversal
Hope Credit
Hope Now Alliance
Horizon Analysis
Horizontal Acquisition
Horizontal Analysis
Horizontal Channel
Horizontal Equity
Horizontal Integration
Horizontal Line
Horizontal Market
Horizontal Merger
Horizontal Spread
Horizontal Well
Hospital Insurance Trust Fund
Hospital Revenue
Hostile Bid
Hostile Takeover
Hostile Takeover Bid
Hot Hand
Hot Issue
Hot IPO
Hot Money
Hot Waitress Economic Index
Hot Wallet
Hotelling’s Theory
House Call
House Maintenance Requirement
House Money Effect
House Poor
House Price Index (HPI)
Household Employee
Household Expenses
Household Income
Housing and Economic Recovery Act (HERA)
Housing Authority Bond
Housing Bonds
Housing Bubble
Housing Expense Ratio
Housing Market Index
Housing Starts
Housing Unit
Howey Test
HSA Custodian
Hub and Spoke Structure
Hubbert Curve
Hubbert’s Peak Theory
Hubris
HUD-1 Form
HUF (Hungarian Forint)
Hulbert Rating
Hull-White Model
Human Capital
Human Development Index (HDI)
Human-Life Approach
Human Resource Planning (HRP)
Human Resources (HR)
Humped Yield Curve
Hundredweight (Cwt)
Hung Convertibles
Hurdle Rate
Hurricane Deductible
Hybrid Annuity
Hybrid ARM
Hybrid Fund
Hybrid Security
Hydraulic Fracturing
Hydrocarbon
Hyperdeflation
Hyperinflation
Hyperledger
Hyperledger Burrow
Hyperledger Composer
Hyperledger Explorer
Hyperledger Fabric
Hyperledger Iroha
Hyperledger Sawtooth
Hypermarket
HyperText Markup Language (HTML)
Hypothecation
Hypothesis Testing
Hysteresis

Terms Beginning With ‘I’
Iceberg Order
Ichimoku Cloud
Ichimoku Kinko Hyo
ICON Cryptocurrency (ICX)
Ideation
Identifiable Asset
Identity Theft
Idiosyncratic Risk
Idle Time
Illiquid
Immediate Family
Immediate Or Cancel Order (IOC)
Immediate Payment Annuity
Immunization
Impact Investing
Impaired Asset
Impaired Credit
Impairment
Impeachment
Imperfect Competition
Imperfect Market
Implicit Cost
Implied Authority
Implied Contract
Implied Rate
Implied Volatility (IV)
Import
Import Duty
Import Substitution Industrialization
Impression
Imprest
Impulse Wave Pattern
Imputed Value
Imputed Interest
In-App Purchasing
In Escrow
In-House
In-House Financing
In-Service Withdrawal
In Specie
In the Money (ITM)
Incentive Stock Options (ISOs)
Incidence Rate
Incidental Expenses (IE)
Income
Income Annuity
Income Approach
Income Effect
Income Elasticity of Demand
Income from Operations (IFO)
Income Fund
Income in Respect of a Decedent (IRD)
Income Inequality
Income Per Capita
Income Property
Income Smoothing
Income Statement
Income Stock
Income Tax
Income Tax Payable
Incontestability Clause
Incorporation
Incoterms
Incremental Analysis
Incremental Capital Output Ratio (ICOR)
Incremental Cost of Capital
Incremental Cash Flow
Incremental Cost
Incumbency Certificate
Incumbent
Incurred But Not Reported (IBNR)
Indemnity Insurance
Indenture
Indentured Servitude
What Does an Independent Contractor Do?
Index
Index Fund
Index Futures
Index Investing
Index-Linked Bond
Index Option
Indexation
Indexed Annuity
Indexing
Indian Rupee
Indication of Interest (IOI)
Indicative Net Asset Value (iNAV)
Indicator
Indifference Curve
Indirect Loan
Indirect Method
Indirect Quote
Indirect Tax
Individual Retirement Account (IRA)
Industrial Bank
Industrial Goods Sector
Industrial Organization
Industrial Production Index (IPI)
Industrial Revenue Bonds—IRBs
Industrial Revolution
Industrialization
Industry
Industry Life Cycle
Industry Life Cycle Analysis
Inefficient Market
Infant-Industry Theory
Inferior Goods
Inflation
Inflation Accounting
Inflation-Adjusted Return
Inflation Hedge
Inflation Swap
Inflationary Gap
Inflection Point
Information Coefficient (IC)
Information Ratio
Infrastructure
Inherent Risk
Inheritance
Inheritance Tax
Inherited IRA
Initial Coin Offering (ICO)
Initial Margin
Initial Public Offerings (IPOs)
Inorganic Growth
Input-Output Analysis
INSEAD
Inside Day
Inside Indemnity
Inside Sales
Insider
Insider Trading
Insolvency
Installment Debt
Institute for Supply Management (ISM)
Institute of Management Accountants (IMA)
Institutional Brokers’ Estimate System (IBES)
Institutional Investor
Instrument
Insufficient Funds
Insurable Interest
Insurance
Insurance Claim
Insurance Coverage
Insurance Premium
Insurance Underwriter
Insurtech
Intangible Asset
Intangible Personal Property
Intellectual Capital
Intentionally Defective Grantor Trust (IDGT)
Inter-American Development Bank (IDB)
Interactive Media
Interbank Deposits
Interbank Market
Interbank Network for Electronic Transfer (INET)
Interbank Rate
Intercontinental Exchange (ICE)
Interest
Interest Coverage Ratio
Interest Expense
Interest-Only Mortgage
Interest Rate
Interest Rate Call Option
Interest Rate Collar
Interest Rate Derivative
Interest Rate Differential (IRD)
Interest Rate Floor
Interest Rate Future
Interest Rate Options
Interest Rate Parity
Interest Rate Risk
Interest Rate Sensitivity
Interest Rate Swap
Interim Dividend
Interim Statement
Intermediate Good
Internal Audit
Internal Auditor (IA)
Internal Controls
Internal Growth Rate
Internal Rate of Return (IRR)
Internal Revenue Code (IRC)
Internal Revenue Service (IRS)
Internalization
International Accounting Standards (IAS)
International Bank Account Number (IBAN)
International Bank of Reconstruction and Development (IBRD)
International Banking Facility (IBF)
International Bond
International Chamber of Commerce (ICC)
International Depository Receipt (IDR)
International Finance
International Finance Corporation
International Financial Reporting Standards (IFRS)
International Fisher Effect (IFE)
International Investing
International Labor Organization (ILO)
International Maritime Organization (IMO)
International Monetary Fund (IMF)
International Monetary Market (IMM)
International Organization for Standardization (ISO)
International Securities Identification Number (ISIN)
International Swaps and Derivatives Association (ISDA)
Internationalization
Internet of Things (IoT)
Interpersonal Skills
Interpolated Yield Curve (I Curve)
Interpolation
Intertemporal Choice
Inter-Vivos Trust
Intestate
Intraday Momentum Index (IMI)
Intraday Trading
Intrapreneur
Intrapreneurship
Intrinsic Value
Introducing Broker (IB)
Inventory
Inventory Accounting
Inventory Financing
Inventory Management
Inventory Turnover
Inventory Write-Off
Inverse Correlation
Inverse ETF
Inverse Head And Shoulders
Inverted Yield Curve
Invested Capital
Investigational New Drug (IND)
Investing
Investment
Investment Advisers Act of 1940
Investment Advisor
Investment Advisory Representative (IAR)
Investment Analysis
Investment Bank (IB)
Investment Banker
Investment Banking
Investment Center
Investment Club
Investment Company
Investment Company Act of 1940
Investment Consultant
Investment Fund
Investment Grade
Investment Horizon
Investment Income
Investment Management
Investment Manager
Investment Multiplier
Investment Objective
Investment Policy Statement (IPS)
Investment Product
Investment Property
Investment Securities
Investment Strategy
Investment Thesis
Investment Vehicle
Investopedia
Investor
Investor Relations
Invisible Hand
Invoice
Invoice Financing
IOTA
IOU
IRA Rollover
Iranian Rial (IRR)
Iron Butterfly
IRR Rule
Irrational Exuberance
Irrevocable Beneficiary
Irrevocable Letter of Credit
Irrevocable Trust
IRS Form 4868
IRS Publication 15
IRS Publication 463
IRS Publication 519
IRS Publication 525
IRS Publication 527
IRS Publication 535 (Business Expenses)
IRS Publication 550
IRS Publication 590
IRS Publication 590-B
IRS Publication 970
IRS Publication 972
IS-LM Model
ISDA Master Agreement
iShares
Islamic Banking
ISM Manufacturing Index
ISO Currency Code
Isoquant Curve
ISPs (Internet Service Providers)
Issue
Issued Shares
Issuer
Issuer Identification Numbers (IIN)
Itemized Deduction

Terms Beginning With ‘J’
J
J-Curve
J-Curve Effect
Jack Welch
Jackpot
Jackson Hole Economic Symposium
Jakarta Stock Exchange
James H. Clark
James M. Buchanan Jr.
James Tobin
Jan Tinbergen
January Barometer
January Effect
Japan Association of Securities Dealers Automated Quotation
Japan Credit Rating Agency (JCR)
Japan ETF
Japan Inc.
Japanese Government Bond (JGB)
Japanese Housewives
Japanese Yen (JPY)
Jarrow Turnbull Model
Jay-Z
Jean-Baptiste Say
Jekyll and Hyde
Jensen’s Measure
Jerome Kerviel
Jerry A. Hausman
Jesse H. Jones Graduate School Of Business
Jesse L. Livermore
Jewelry Floater
Jim Cramer (James Cramer)
Jim Walton
Jitney
Jitter
JMD (Jamaican Dollar)
Job Hunting Expenses
Job Lot
Job Market
Job Openings and Labor Turnover Survey (JOLTS)
Jobber
Jobless Claims
Jobless Recovery
Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA)
Jobs Growth
Jobseeker’s Allowance (JSA)
Johannesburg Interbank Average Rate (JIBAR)
John B. Taylor
John Bogle
John Elkann
John F. Nash Jr.
John Maynard Keynes
John R. Hicks
John Stuart Mill
Johnson School at Cornell University
Joint
Joint Account
Joint and Several Liability
Joint and Survivor Annuity
Joint Bond
Joint Credit
Joint Endorsement
Joint Liability
Joint-Life Payout
Joint Life with Last Survivor Annuity
Joint Owned Property
Joint Probability
Joint Return
Joint Return Test
Joint-Stock Company
Joint Supply
Joint Tenancy
Joint Tenants in Common (JTIC)
Joint Tenants with Right of Survivorship (JTWROS)
Joint Venture (JV)
Jointly and Severally
Jones Act
Jordanian Dinar (JOD)
Josef Ackermann
Joseph Effect
Joseph Schumpeter
Joseph Stiglitz
Journal
Judge Business School
Judgment
Judgment Lien
Judgment Proof
Judgmental Credit Analysis
Judicial Foreclosure
Judo Business Strategy
Julian Robertson
Jumbo CD
Jumbo Loan
Jumbo Pool
Jumpstart our Business Startups Act (JOBS)
Junior Accountant
Junior Capital Pool (JCP)
Junior Company
Junior Debt
Junior Equity
Junior Mortgage
Junior Security
Junk Bond
Junk Fees
Juris Doctor (JD)
Jurisdiction Risk
Just Compensation
Just In Case (JIC)
Just In Time (JIT)
Just Say No Defense
Justified Wage

Terms Beginning With ‘K’
K
K-Percent Rule
K-Ratio
Kagi Chart
Kairi Relative Index
Kaizen
Kamikaze Defense
Kanban
Kangaroo Bond
Kangaroos
Kappa
Karl Marx
Katie Couric Clause
Kazakhstan National Fund
KBW Bank Index
Keep and Pay
Keepwell Agreement
Keiretsu
Kelley School of Business
Kellogg School of Management
Kelly Criterion
Keltner Channel
Kenneth Arrow
Kenneth I. Chenault
Kenney Rule
Keogh Plan
KES (Kenyan Shilling)
Key Currency
Key Employee
Key Money
Key Performance Indicators (KPI)
Key Person Insurance
Key Rate
Key Rate Duration
Key Ratio
Keynesian Economics
Keynesian Put
Keystone XL Pipeline
Kickback
Kicker
Kicker Pattern
Kicking The Tires
Kiddie Tax
Kidnap Insurance
Kids In Parents’ Pockets Eroding Retirement Savings (KIPPERS)
Kijun Line (Base Line)
Kijun-Sen (Base Line)
Kill
Killer Application
Killer Bees
Kimchi Premium
Kin
Kiosk
Kiting
Kiwi
Kiwi Bond
Klinger Oscillator
KMF
Knock-In Option
Knock-Out Option
Know Sure Thing (KST)
Know Your Client (KYC)
Knowledge Capital

Terms Beginning With ‘L’
L Share Annuity Class
Labor Intensive
Labor Market
Labor Market Flexibility
Labor Productivity
Labor Theory Of Value (LTV)
Labor Union
Laddering
Laffer Curve
Laggard
Lagging Indicator
Laissez-Faire
Lambda
Lancaster University Management School (LUMS)
Land
Land Contract
Land Trust
Land Value
Land Value Tax (LVT)
Landlocked
Landlord
Lapping Scheme
Lapse
Large Cap (Big Cap)
Large Trader
Larry Ellison
Last In, First Out (LIFO)
Last Mile
Last Trading Day
Last Twelve Months (LTM)
Last Will And Testament
Late Fee
Law of Demand
Law of Diminishing Marginal Productivity
Law of Diminishing Marginal Returns
Law of Diminishing Marginal Utility
Law of Large Numbers
Law of One Price
Law of Supply
Law of Supply and Demand
Lawful Money
Layaway
Layoff
Lead Bank
Lead Time
Leadership
Leadership Grid
Leading Indicator
Leads and Lags
Leakage
Lean Six Sigma
Lean Startup
Learning Curve
What Is a Lease?
Lease Extension
Lease Option
Lease Payments
Lease Rate
Leaseback
Leasehold
Leasehold Improvement
Least Squares Criterion
Least Squares Method
Least-Preferred Coworker Scale
Ledger Balance
What Is a Ledger Wallet?
What Is FTX US Derivatives (Formerly LedgerX)?
Leg
Legal Lending Limit
Legal Monopoly
Legal Rate of Interest
Legal Separation
Legal Tender
Legislative Risk
Lehman Aggregate Bond Index
Lehman Brothers
Lehman Formula
Lemons Problem
Lender
Lender of Last Resort
Leptokurtic Distributions
Less-Developed Countries (LDC)
Lessee
Lessor
Letter of Comfort
Letter of Credit
Letter of Guarantee
Letter of Indemnity
Letter of Intent (LOI)
Level 1
Level 2
Level 3
Level 1 Assets
Level 2 Assets
Level 3 Assets
Level Death
Level-Premium Insurance
Leverage
Leverage Ratio
Leveraged Buyback
Leveraged Buyout (LBO)
Leveraged Employee Stock Ownership Plan (LESOP)
Leveraged ETF
Leveraged Lease
Leveraged Loan
Leveraged Loan Index (LLI)
Leveraged Recapitalization
Levered Free Cash Flow (LFCF)
Levy
Liability
Liability Driven Investment (LDI)
Liability Insurance
Liar Loan
Liar’s Poker
Libel
Liberty Bond
LIBOR Curve
LIBOR Scandal
Licensee
Licensing Agreement
Licensing Fee
Lien
Lien Sale
Lien Waiver
Life Annuity
Life Cycle
Life-Cycle Fund
Life-Cycle Hypothesis (LCH)
Life Estate
Life Expectancy
Life Income Fund (LIF)
Life Insurance
Life Settlement
Lifestyle Creep
Lifetime Cost
Lifetime Learning Credit
LIFO Liquidation
LIFO Reserve
Lightning Network
Like-for-Like Sales
Like-Kind Exchange
Like-Kind Property
What Is the Lilly Ledbetter Fair Pay Act?
Limit Down
Limit Order
Limit Order Book
Limited Common Elements
Limited Company (LC)
Limited Government
Limited Liability
Limited Liability Company (LLC)
Limited Partner
Limited Partnership (LP)
Limited Partnership Unit (LPU)
Limited Power of Attorney (LPOA)
Lindahl Equilibrium
Line Chart
Line Graph
Line of Best Fit
Line of Business Limitations
Line of Credit (LOC)
Linear Relationship
Linearly Weighted Moving Average (LWMA)
Linked Savings Account
Lintner’s Model
Lipper Indexes
Liquid Alternatives
Liquid Asset
Liquid Market
Liquidate
Liquidated Damages
Liquidating Dividend
Liquidation
Liquidation Margin
Liquidation Preference
Liquidation Value
Liquidator
Liquidity
Liquidity Adjustment Facility
Liquidity Coverage Ratio (LCR)
Liquidity Crisis
Liquidity Event
Liquidity Preference Theory
Liquidity Premium
Liquidity Ratio
Liquidity Risk
Liquidity Trap
Liquified Natural Gas (LNG)
Lis Pendens
Lisbon Treaty
Listed
Listed Option
Listed Property
Listed Security
Listing Agreement
Listing Requirements
Litecoin Mining
Living Trust
Living Wage
Living Will
LLC Operating Agreement
Lloyd’s Of London
Load
Load Fund
Loan
Loan Application Fee
Loan Commitment
Loan Committee
Loan Constant
Loan Credit Default Swap (LCDS)
Loan Credit Default Swap Index (Markit LCDX)
Loan Grading
Loan Life Coverage Ratio (LLCR)
Loan Lock
Loan Loss Provision
Loan Modification
Loan Note
Loan Officer
Loan Participation Note (LPN)
Loan Production Office (LPO)
Loan Servicing
Loan Shark
Loan Stock
Loan Syndication
Loan-to-Cost Ratio (LTC)
Loan-to-Deposit Ratio (LDR)
Loan-to-Value (LTV)
Lobby
Local Tax
Lock In Profits
Lock-Up Agreement
Lock-Up Period
Lockbox Banking
Locked In
Locked-In Retirement Account (LIRA)
Log-Normal Distribution
Logarithmic Price Scale
Logistics
London Interbank Bid Rate (LIBID)
London InterBank Offered Rate (LIBOR)
London Metal Exchange (LME)
London Stock Exchange (LSE)
Long Hedge
Long Jelly Roll
Long Position (Long)
What Is a Long Put?
Long Run
Long Straddle
Long Synthetic (Synthetic Put)
Long Tail
Long Term
Long-Legged Doji
Long-Run Average Total Cost (LRATC)
Long/Short Equity
Long/Short Fund
Long-Tail Liability
Long-Term Assets
Long-Term Capital Gain or Loss
Long-Term Capital Management (LTCM)
Long-Term Care (LTC) Insurance
Long-Term Debt
Long-Term Debt to Capitalization Ratio
Long-Term Debt to Total Assets Ratio
Long-Term Equity Anticipation Securities (LEAPS)
Long-Term Growth (LTG)
Long-Term Incentive Plan (LTIP)
Long-Term Investments
Long-Term Liabilities
Longitudinal Data
Look-Alike Contracts
Lookback Option
Loophole
Lorenz Curve
Loss Adjustment Expense (LAE)
Loss Carryback
Loss Carryforward
Loss Development
Loss Given Default (LGD)
Loss Leader Strategy
Loss Payee
Loss Ratio
Loss Reserve
Lost Decade
Lost Policy Release (LPR)
Lot (Securities Trading)
Love Money
Low Exercise Price Option (LEPO)
Low-Hanging Fruit
Low-Income Housing Tax Credit
Low Interest Rate Environment
Low/No Documentation Loan
Low Volume Pullback
Lower of Cost or Market Method
Loyalty Program
Ltd. (Limited)
Lucrative
Luhn Algorithm
Lump-Sum Payment
Luxury Item
Luxury Tax

Terms Beginning With ‘M’
M1
M2
M3
M-Pesa
What Is the Maastricht Treaty?
Macaulay Duration
Macro Environment
Macro Manager
Macroeconomic Factor
Macroeconomics
Magic Formula Investing
Magna Cum Laude
What Is the Magnetic Ink Character Recognition (MICR) Line on a Check?
Main Street
Maintenance Expenses
Maintenance Margin
Majority Shareholder
Make-or-Buy Decision
Make to Order (MTO)
Make to Stock (MTS)
Make Whole Call Provision
Malpractice Insurance
Managed Account
Managed Futures
Management Buyout (MBO)
Management by Objectives (MBO)
Management Discussion and Analysis (MD&A)
Management Fee
Managerial Accounting
Manufacturer’s Suggested Retail Price (MSRP)
Manufacturing
Manufacturing Resource Planning
Maquiladora
Margin
Margin Account
Margin Call
Margin Debt
Margin Loan Availability
Margin of Safety
Marginal Analysis
Marginal Benefits
Marginal Cost of Production
Marginal Profit
Marginal Propensity to Consume (MPC)
Marginal Propensity to Import (MPM)
Marginal Propensity to Save (MPS)
Marginal Rate of Substitution (MRS)
Marginal Rate of Technical Substitution
Marginal Rate of Transformation
Marginal Revenue (MR)
Marginal Revenue Product (MRP)
Marginal Social Cost (MSC)
Marginal Tax Rate
Marginal Utility
Marital Property
Maritime Law
Mark Zuckerberg
Market
Market Approach
Market Basket
Market Breadth
Market Cannibalization
Market Capitalization
Market Capitalization-to-GDP Ratio
Market Cycles
Market Depth
Market Dynamics
Market Economy
Market Efficiency
Market Exposure
Market Failure
Market Index
Market Indicators
Market Leader
Market Maker
Market Manipulation
Market Neutral
Market-On-Close Order (MOC)
Market Order
Market Orientation
Market Penetration
Market Portfolio
Market Power
Market Price
Market Research
Market Risk
Market Risk Premium
Market Saturation
Market Segment
Market Segmentation
Market Segmentation Theory
Market Sentiment
Market Share
Market Timing
Mark to Market (MTM)
Market Value
Market Value Added (MVA)
Market Value of Equity
Marketable Securities
Marketing
Marketing Campaign
Marketing Mix
Marketing Plan
Marketing Strategy
Markets in Financial Instruments Directive (MiFID)
Markup
Married Filing Jointly
Married Filing Separately
Married Put
Martial Law
Marxian Economics
Marxism
Mass Customization
Mass Production
Master-Feeder Structure
Master Limited Partnership (MLP)
Master of Business Administration (MBA)
Master of Public Administration (MPA)
MasterCard
Matching Orders
Material Participation Tests
Material Requirements Planning (MRP)
Mature Industry
Maturity
Maturity Date
Max Pain
Maximum Drawdown (MDD)
Maximum Foreseeable Loss (MFL)
Maximum Loan Amount
McClellan Oscillator
MCF (Measuring Natural Gas)
McKinsey 7S Model
Mean Reversion
Mean-Variance Analysis
Medallion Signature Guarantee
Media Kit
Median
Medicaid
Medical Cost Ratio (MCR)
Medium of Exchange
Medium Term Note (MTN)
Melt Up
Memorandum of Understanding (MOU)
Mental Accounting
Menu Costs
Mercantilism
Merchandising
Merchant Bank
Merchant Discount Rate
Merger
Merger Arbitrage
Mergers and Acquisitions (M&A)
Merrill Lynch
Merton Model
Metrics
Metropolitan Statistical Area (MSA)
Mezzanine Debt
Mezzanine Financing
Michael Bloomberg
Michael Milken
Michigan Consumer Sentiment Index (MCSI)
Micro Cap
Micro Manager
Micro-Investing Platform
Microcredit
Microeconomics
Microfinance
Micromarketing
Mid-Cap
Mid-Cap Fund
Middle East and North Africa (MENA)
Middle-Income Countries (MICs)
Middle Market Firm
Middle Office
Middleman
Midstream Oil Operations
What Is MiFID II?
Mill Levy
Mill Rate
Millage Rate
Millennial
Milton Friedman
Minimum Efficient Scale (MES)
Minimum Lease Payment
Minimum Monthly Payment
Minimum Wage
How Does Bitcoin Mining Work?
Minority Interest
Minsky Moment
Misery Index
Misrepresentation
Mission Statement
Mixed Economic System
Mobile Banking
Mobile Commerce
How Does a Mobile Wallet Work?
Mode
Model Risk
Modern Portfolio Theory (MPT)
Modified Accelerated Cost Recovery System (MACRS)
Modified Accrual Accounting
Modified Adjusted Gross Income (MAGI)
Modified Cash Basis
Modified Endowment Contract
Modified Dietz Method
Modified Duration
Modified Gross Lease
Modified Internal Rate of Return (MIRR)
Modigliani-Miller Theorem (M&M)
Modus Operandi
Mom-and-Pop
Momentum
Momentum Investing
Monetarism
Monetarist
Monetarist Theory
Monetary Aggregates
Monetary Base
Monetary Policy
Monetize
Money
Money Center Banks
Money Factor
Money Flow
Money Flow Index (MFI)
Money Illusion
Money Laundering
Money Management
Money Manager
Money Market
Money Market Account
Money Market Fund
Money Market Yield
Money Order
Money Purchase Pension Plan
Money Supply
Money-Weighted Rate of Return
Monopolist
Monopolistic Competition
Monopolistic Markets
Monopoly
Monopsony
Monte Carlo Simulation
Month-To-Month Tenancy
Monthly Active User (MAU)
Moore’s Law
Moral Hazard
Moral Suasion
Moratorium
Morbidity Rate
Morning Star
Morningstar Inc.
Morningstar Risk Rating
Morningstar Sustainability Rating
Mortality Table
Mortgage
Mortgage-Backed Security (MBS)
Mortgage Banker
Mortgage Bond
Mortgage Broker
Mortgage Forbearance Agreement
Mortgage Insurance
Mortgage Originator
Mortgage Rate
Mortgage Rate Lock Float Down
Mortgage Recast
Mortgage Servicing Rights (MSR)
Mortgagee
Mortgagor
Mosaic Theory
Most-Favored-Nation Clause
Mothballing
Moving Average (MA)
Moving Average Convergence Divergence (MACD)
MSCI All Country World Index (ACWI)
MSCI Inc.
Multi-Asset Class
Multi-Factor Model
Multicollinearity
Multilateral Development Bank (MDB)
Multilateral Investment Guarantee Agency (MIGA)
Multilateral Trading Facility (MTF)
Multilevel Marketing
Multinational Corporation (MNC)
Multiple
Multiple Employer Welfare Arrangement (MEWA)
Multiple Linear Regression (MLR)
Multiple Listing Service (MLS)
Multiples Approach
Multiplier
Multiplier Effect
Mumbai Interbank Offered Rate (MIBOR)
Municipal Bond
Municipal Securities Rulemaking Board (MSRB)
Murabaha
Musharakah
Mutual Company
Mutual Fund
Mutual Insurance Company
Mutually Exclusive

Terms Beginning With ‘N’
NACHA
Naked Call
Naked Option
Naked Put
Naked Shorting
Named Beneficiary
Named Perils Insurance Policy
Nanny Tax
Narrow Money
Nasdaq
Nasdaq 100 Index
Nasdaq Capital Market
Nasdaq Composite Index
Nasdaq Global Select Market Composite
Nash Equilibrium
National Association of Certified Valuation Analysts (NACVA)
National Association of Federal Credit Unions (NAFCU)
National Association of Insurance Commissioners (NAIC)
National Association of Insurance and Financial Advisors (NAIFA)
National Association of Investors Corp. (NAIC)
National Association of Real Estate Investment Trusts (Nareit)
National Association of Realtors (NAR)
National Association of Securities Dealers (NASD)
National Association of State Boards of Accountancy (NASBA)
National Average Wage Index (NAWI)
National Bank
National Best Bid and Offer (NBBO)
National Bureau of Economic Research (NBER)
National Commodities And Derivatives Exchange (NCDEX)
National Credit Union Administration (NCUA)
National Currency
National Futures Association (NFA)
National Housing Act
National Income Accounting
National Insurance Contributions (NIC)
National Market System (NMS)
National Registration Database (NRD)
National Retail Federation (NRF)
National Securities Clearing Corporation (NSCC)
National Securities Markets Improvement Act (NSMIA)
National Stock Exchange of India Limited (NSE)
Nationalization
Natural Gas ETF
Natural Gas Liquids
Natural Gas Storage Indicator (EIA Report)
Natural Hedge
Natural Language Processing (NLP)
Natural Law
Natural Monopoly
Natural Selection
Natural Unemployment
NAV Return
Near Field Communication (NFC)
Near Money
Near Term
Near the Money
Neckline
Needs Approach
Negative Amortization
Negative Arbitrage
Negative Assurance
Negative Bond Yield
Negative Carry
Negative Confirmation
Negative Convexity
Negative Correlation
Negative Covenant
Negative Directional Indicator (-DI)
Negative Equity
Negative Feedback
Negative Gap
Negative Gearing
Negative Goodwill (NGW)
Negative Growth
Negative Income Tax (NIT)
Negative Interest Rate
Negative Interest Rate Environment
Negative Interest Rate Policy (NIRP)
Negative Pledge Clause
Negative Return
Negative Volume Index (NVI)
Negotiable
Negotiable Bill of Lading
Negotiable Certificate Of Deposit (NCD)
Negotiable Instrument
Negotiable Order of Withdrawal (NOW)
Negotiated Dealing System (NDS)
Negotiation
Nelson Peltz
Neoclassical Economics
Neoclassical Growth Theory
Neoliberalism
Nepalese Rupee (NPR)
Nest Egg
Net Asset Value (NAV)
Net Asset Value Per Share (NAVPS)
Net Cash
Net Change
Net Charge-Off (NCO)
Net Current Asset Value Per Share (NCAVPS)
Net Debt
Net Debt Per Capita
Net Debt-to-EBITDA Ratio
Net Domestic Product (NDP)
Net Export
Net Exposure
Net Foreign Assets (NFA)
Net Foreign Factor Income (NFFI)
Net Importer
Net Income (NI)
Net Income After Taxes (NIAT)
Net Interest Income
Net Interest Margin
Net Interest Rate Differential (NIRD)
Net Internal Rate of Return
Net Interest Rate Spread
Net International Investment Position (NIIP)
Net Investment
Net Investment Income (NII)
Net Lease
Net Liquid Assets
Net Loss
Net National Product (NNP)
Net-Net
Net Neutrality
Net of Tax
Net Operating Income
Net Operating Loss (NOL)
Net Operating Profit After Tax (NOPAT)
Net Operating Profit Less Adjusted Taxes (NOPLAT)
Net Premium
Net Premiums Written
Net Present Value (NPV)
Net Present Value of Growth Opportunities (NPVGO)
Net Present Value Rule
Net Proceeds
Net Profit Margin
Net Realizable Value (NRV)
Net Receivables
Net Sales
Net Settlement
Net Tangible Assets
Net Unrealized Appreciation (NUA)
Net Volume
Net Worth
Netback
Netting
Network Effect
Network Marketing
Networking
Neural Network
Neutral
Neutrality Of Money
New Deal
New Drug Application (NDA)
New Economy
New Fund Offer (NFO)
New Growth Theory
New Home Sales
New Indications Definition
New Issue
New Keynesian Economics
New Paradigm
New York Board of Trade (NYBOT)
New York Mercantile Exchange (NYMEX)
New York Stock Exchange (NYSE)
Newly Industrialized Country (NIC)
News Trader
NEX
Next-In, First-Out (NIFO)
Next of Kin
NEXUS
Nifty 50
Nigerian Scam
Night Depository
Nikkei
NINJA Loan
Nixon Shock
No Documentation Mortgage (No Doc)
No-Load Fund
No-Par Value Stock
No-Shop Clause
No Transaction Fee Mutual Fund
Noise
Noise Trader
Nominal
Nominal Effective Exchange Rate (NEER)
Nominal Gross Domestic Product
Nominal Interest Rate
Nominal Rate of Return
Nominal Value
Nominal Yield
Nominated Advisor (NOMAD)
Nomination Committee
Nominee
Non-Accelerating Inflation Rate of Unemployment
Non-Accredited Investor
Non-Assessable Stock
Non-Amortizing Loan
Non-Banking Financial Company (NBFC)
Non-Cash Charge
Non-Cash Item
Non-Compete Agreement
Non-Competitive Tender
Non-Controlling Interest
Non-Covered Security
Non-Deliverable Forward (NDF)
Non-Deliverable Swap (NDS)
Non-Disclosure Agreement (NDA)
Non-Executive Director
Non-Exempt Employee
Non-Farm Payroll
Non-GAAP Earnings
Non-Interest-Bearing Current Liability (NIBCL)
Non-Interest Income
Non-Issuer Transaction
Non-Marginable Securities
Non-Marketable Security
Non-Member Banks
Non-Negotiable
Non-Objecting Beneficial Owner (NOBO)
Non-Operating Asset
Non-Operating Expense
Non-Operating Income
Non-Owner Occupied
Non-Performing Asset (NPA)
Non-Purpose Loan
Non-Qualified Deferred Compensation (NQDC)
Non-Qualified Plan
Non-Qualified Stock Option (NSO)
Non-Qualifying Investment
Non-Recourse Debt
Non-Recourse Finance
Non-Refundable Tax Credit
Non-Renounceable Rights
Non-Sampling Error
Non-Security
Non-Sufficient Funds
Non-Taxable Distribution
Non-Traded REIT
Nonaccrual Experience Method (NAE)
Nonaccrual Loan
Noncallable
Noncancellable Insurance Policy
Nonce
Nonconforming Mortgage
Noncumulative
Noncurrent Assets
Noncurrent Liability
Nonelective Contribution
Nonfeasance
Nonfinancial Asset
Nonforfeiture Clause
Noninterest Expense
Nonlinear Regression
Nonlinearity
Nonmonetary Assets
Nonparametric Method
Nonparametric Statistics
Nonpassive Income and Losses
Nonperforming Asset
Nonperforming Loan (NPL)
Nonprofit Organization (NPO)
Nonrenewable Resource
Nonresident Alien
Nontariff Barrier
Nordic Model Definiition
Normal-Course Issuer Bid (NCIB)
Normal Distribution
Normal Good
Normal Profit
Normal Retirement Age (NRA)
Normal Yield Curve
Normalized Earnings
Normative Economics
North American Free Trade Agreement (NAFTA)
North American Industry Classification System (NAICS)
North American Securities Administrators Association (NASAA)
North Sea Brent Crude
Norwegian Krone (NOK)
Nostro Account
Not for Profit
Not-Held Order
Notary Definition
Notching
Note
Notice of Assessment (NOA)
Notice of Default
Notice of Deficiency
Notice of Termination
Notice to Creditors
Notional Principal Amount
Notional Value
Novation
Null Hypothesis
Numeraire
What Is Numismatics?
N.V. (Naamloze Vennootschap)
NYSE Arca
NYSE Composite Index

Terms Beginning With ‘O’
Obamanomics
Obelisk Consensus Algorithm
Objective Probability
Obligation
Obligatory Reinsurance
Obligor
Obsolescence Risk
Obsolete Inventory
Occupancy Rate
Occupational Labor Mobility
Occupational Safety And Health Act
Occurrence Policy
Ocean Bills of Lading
October Effect
Odd Lot
Odd Lot Theory
Odious Debt
OEX
Off-Balance Sheet (OBS)
Off-Balance Sheet Financing (OBSF)
Off-Chain Transactions (Cryptocurrency)
Off-the-Run Treasuries
Offensive Competitive Strategy
Offer
Offer in Compromise
Offering
Offering Circular
Offering Memorandum
Offering Price
Office of Foreign Asset Control (OFAC)
Office of the Comptroller of the Currency (OCC)
Office of the Superintendent of Financial Institutions (OSFI)
Office of Thrift Supervision (OTS)
Official Settlement Account
Official Strike
Offline Debit Card
Offset
Offset Mortgage
Offsetting Transaction
Offshore
Offshore Banking Unit (OBU)
Offshore Mutual Fund
Offshore Portfolio Investment Strategy (OPIS)
Offtake Agreement
OHLC Chart
Oil ETF
Oil Field
Oil Initially In Place (OIIP)
Oil Pollution Act of 1990
Oil Price to Natural Gas Ratio
Oil Refinery
Oil Reserves
Oil Sands
Okun’s Law
Old-Age, Survivors, and Disability Insurance (OASDI) Program
Old Economy
Old Lady
Oligopoly
Oligopsony
Ombudsman
Omega
Omnibus Account
Oman Rial (OMR)
On Account
On-Balance Volume (OBV)
On-Chain Governance
On-the-Run Treasury
On-the-Run Treasury Yield Curve
On-Us Item
One Bank Holding Company
One Belt One Road (OBOR)
One-Cancels-the-Other Order (OCO)
One-Child Policy
One Night Stand Investment
One Percent Rule
One-Stop Shop
One-Tailed Test
One-Third Rule
One-Time Charge
One-Time Item
One-Touch Option
OneCoin
Onerous Contract
Online Banking
Online Shoplifting
Online-To-Offline Commerce
Ontario Securities Commission (OSC)
Ontario Teachers’ Pension Plan Board (OTPPB)
Opaque Pricing
Opco
Operating Company/Property Company Deal (OPCO or PROPCO)
OPEC Basket
Open
Open Architecture
Open Banking
Open Cover
Open-End Credit
Open-End Fund
Open-End Lease
Open-End Management Company
Open-End Mortgage
Open Ended Investment Company (OEIC)
Open House
Open Interest
Open Kimono
Open Listing
Open Loop Card
Open Market
Open Market Operations
Open-Market Rate
Open-Market Transaction
Open Mouth Operations
Open Offer
Open Order
Open Outcry
Open Position
Open Source
Open Trade Equity (OTE)
Opening Bell
Opening Cross
Opening Imbalance Only Order (OIO)
Opening Price
Opening Range
Operating Activities
Operating Cash Flow (OCF)
Operating Cash Flow Demand (OCFD)
Operating Cash Flow Margin
Operating Cash Flow Ratio
Operating Cost
Operating Earnings
Operating Expense
Operating Expense Ratio
Operating Income
Operating Income Before Depreciation and Amortization (OIBDA)
Operating Lease
Operating Leverage
Operating Loss (OL)
Operating Margin
Operating Profit
Operating Ratio (OPEX)
Operating Revenue
Operation Twist
Operational Efficiency
Operational Risk
Operational Target
Operations Management
Opportunity Cost
Oprah Effect
Optimal Capital Structure
Optimal Currency Area
Optimization
Optimized Portfolio As Listed Securities (OPALS)
Optimum Currency Area (OCA) Theory
Option Adjustable-Rate Mortgage (Option ARM)
Option-Adjusted Spread (OAS)
Option Agreement
Option Chain
Option Class
Option Cycle
Option Disclosure Document
Option Margin
Option Pool
Option Premium
Option Pricing Theory
Option Series
Optionable Stock
Options
Options Backdating
Options Clearing Corporation (OCC)
Options Contract
Options Industry Council (OIC)
Options on Futures
Options Price Reporting Authority (OPRA)
Oracle of Omaha
Oral Contract
Orange Book
Order
Order Audit Trail System (OATS)
Order Book
Order Driven Market
Order Imbalance
Order Management Systems (OMS)
Order Paper
Order Protection Rule
Orderly Market
Ordinary and Necessary Expense (O&NE)
Ordinary Annuity
Ordinary Dividends
Ordinary Income
Ordinary Loss
Ordinary Shares of Stock
Organic Growth
Organic Reserve Replacement
Organic Sales
Organisation of Eastern Caribbean States (OECS)
Organisation for Economic Co-operation and Development (OECD)
Organization of Arab Petroleum Exporting Countries (OAPEC)
Organization of the Petroleum Exporting Countries (OPEC)
Organizational Behavior (OB)
Organizational Chart
Organizational Economics
Organizational Structure
Organized Labor
Original Cost
Original Equipment Manufacturer (OEM)
Original Face
Original Issue Discount (OID)
Origination
Origination Fee
What Are Origination Points?
What Is an Orphan Block?
Orphan Drug Credit
Oscillator
Oscillator of a Moving Average (OsMA)
Oslo Stock Exchange (OSL) .OL
OTC Markets Group Inc.
OTC Options
OTC Pink
What Is the OTCQB?
OTCQX
Other Comprehensive Basis of Accounting (OCBOA)
Other Current Assets (OCA)
Other Current Liabilities
Other Long-Term Liabilities
Other Post-Employment Benefits (OPEB)
Other Post-Retirement Benefits
Other Real Estate Owned (OREO)
Out-of-Pocket Expenses
Out-of-Pocket Limit
Out of The Money (OTM)
Outcome Bias
Outlay Cost
Outperform
Outplacement
Output Gap
Outright Forward
Outright Futures Position
Outright Option
Outside Days
Outside Director
Outside Reversal
Outside Sales
Outsourcing
Outstanding Check
Outward Arbitrage
Outward Direct Investment (ODI)
Over-55 Home Sale Exemption
Over and Short
Over-Hedging
Over-Limit Fee
Over-Line
Over-Selling
Over-the-Counter (OTC)
Over-the-Counter Bulletin Board (OTCBB)
Over-the-Counter Exchange of India (OTCEI)
Over-the-Counter Market
Over the Top (OTT)
Overall Liquidity Ratio
Overall Turnover
Overallotment
Overbought
Overcapitalization
Overcast
Overcollateralization (OC)
Overdraft
Overdraft Protection
Overextension
Overfitting
Overfunded Pension Plan
Overhang
Overhead
Overhead Rate
Overhead Ratio
Overheated Economy
Overlapping Debt
Overlay
Overleveraged
Overnight Position
Overnight Index Swap
Overnight Rate
Overnight Trading
Overreaction
Overseas Private Investment Corporation (OPIC)
Overshooting
Oversold
What is Oversubscribed in Finance?
Oversubscription Privilege
Oversupply
Overtrading
Overvalued
Overweight
Overwriting
Own-Occupation Policy
Owner Earnings Run Rate
Owner Financing
Owner-Occupant
Owners’ Equivalent Rent (OER)
Oxford Saïd Business School (SBS)

Terms Beginning With ‘P’
P-Test
P-Value
Pac-Man Defense
Paga
Paid-In Capital
Paid-Up Additional Insurance
Paid-Up Capital
Painting the Tape
Paper Money
Paper Trade
Par
Par Value
Par Yield Curve
Parabolic SAR (Stop and Reverse) Indicator
Paradox of Thrift
Parent Company
Pareto Analysis
Pareto Efficiency
Pareto Improvement
Pareto Principle
Pari-passu
Parity
Parity Price
Parsonage Allowance
Participating Policy
Participating Preferred Stock
Participation Rate
Participatory Note
Partnership
Passive Activity Loss Rules
Passive Foreign Investment Company (PFIC)
Passive Income
Passive Investing
Past Due
Patent
PATH Act
Path Dependency
Patriot Act
Pattern Day Trader
Pay Yourself First
Payable On Death (POD)
Payback Period
Payday Loan
Payee
Payment
Payment-in-Kind (PIK)
Payout
Payout Ratio
PayPal
Payroll
Payroll Tax
P/E 10 Ratio
Peer Group
Peer-to-Peer (P2P) Economy
Peer-to-Peer Lending
Pegging
Pell Grant
Penetration Pricing
Pennant
Penny Stock
Pension Plan
Per Capita
Per Capita GDP
Per Stirpes
Perceived Value
Percentage Change
Percentage of Completion Method
Perfect Competition
Performance Bonds
Performance Budget
Performance Management
Periodic Interest Rate
Permanent Income Hypothesis
Permanent Life Insurance
Perpetual Bond
Perpetual Inventory
Perpetuity
Perseroan Terbatas (PT)
Personal Consumption Expenditures (PCE)
Personal Finance
Personal Financial Specialist (PFS)
Personal Financial Statement
Personal Guarantee
Personal Identification Number (PIN)
Personal Income
Personal Lines Insurance
Personal Property
Personal Service Corporation
Personally Identifiable Information (PII)
PEST Analysis
Peter Principle
Petrodollars
Petroleum
What Is Petty Cash?
Phantom Stock Plan
Philanthropy
Phillips Curve
Physical Capital
Pigovian Tax
PIIGS
PIMCO (Pacific Investment Management Co.)
Pink Sheets
Piotroski Score
Pip
Pitchbook
Pivot Point
Plain Vanilla
Planned Obsolescence
Platinum
Platykurtic
Pledged Asset
Plowback Ratio
Plunge Protection Team (PPT) Definition
Point-and-Figure (P&F) Chart
Point of Purchase (POP)
Point of Sale (POS)
Poison Pill
Poisson Distribution
Political Action Committee (Super PAC)
Political Economy
Political Risk
Ponzi Scheme
Pooled Funds
Population Statistics
Pork Barrel Politics
Porter Diamond
Porter’s 5 Forces
Portfolio Investment
Portfolio Management
Portfolio Manager
Portfolio of Financial Assets
Portfolio Runoff
Portfolio Turnover
Portfolio Variance
Position Trader
Positive Correlation
Positive Economics
Positive Pay
Post-Money Valuation
Post-Trade Processing
Posterior Probability
Poverty
Poverty Trap
Power Distance Index (PDI)
Power of Attorney
Pre-Foreclosure
Pre-IPO
Pre-Market
Predatory Pricing
Preemptive Rights
Preference Shares
Preferred Dividend
Preferred Provider Organizations (PPO)
Preferred Stock
What Is a Premium in Finance?
Premium Bond
Prepaid Credit Card
Prepaid Expense
Prepayment
Prepayment Penalty
Prepayment Risk
Present Value
Present Value Interest Factor (PVIF)
Present Value Interest Factor of Annuity (PVIFA)
Present Value of an Annuity
Preservation of Capital
Press Conference
Pretax Earnings
Pretax Profit Margin
Price Action
Price Ceiling
Price Controls
Price Discovery
Price Discrimination
Price/Earnings-to-Growth (PEG) Ratio
Price Elasticity of Demand
Price Fixing
Price Leadership
Price Level
Price Rate of Change Indicator (ROC)
Price Sensitivity
Price Skimming
Price Stickiness
Price-Taker
Price Target
Price-to-Book Ratio (P/B Ratio)
Price-to-Cash Flow Ratio
Price-to-Earnings Ratio (P/E Ratio)
Price to Free Cash Flow
Price-to-Rent Ratio
Price-to-Sales (P/S)
Price to Tangible Book Value (PTBV)
Price Value of a Basis Point (PVBP)
Price-Weighted Index
Prima Facie
Primary Market
Prime Brokerage
Prime Cost
Prime Rate
Principal
Principal-Agent Problem
Principal-Agent Relationship
Principal, Interest, Taxes, Insurance (PITI)
Prisoner’s Dilemma
Private Banking
Private Company
Private Equity
Private Equity Real Estate
Private Finance Initiative
Private Good
Private Investment Fund
Private Investment in Public Equity (PIPE)
Private Placement
Private Sector
Privatization
Privileged Communication
Pro Forma
Pro Forma Invoice
Pro Rata
Probability Density Function (PDF)
Probability Distribution
Probate
Probate Court
Procurement
Procyclic
Producer Price Index (PPI)
Producer Surplus
Product Differentiation
Product Life Cycles
Product Line
Product Portfolio
Production Costs
Production Efficiency
Production Possibility Frontier (PPF)
Productivity
Profit
Profit and Loss Statement (P&L)
Profit Before Tax (PBT)
Profit Centers
Profit Margin
Profit-Sharing Plan
Profits Interest
Understanding the Profitability Index (PI)
Profitability Ratios
Program Evaluation Review Technique (PERT)
Progress Billings
Progressive Tax
Project Finance
Project Management
Projected Benefit Obligation (PBO)
Promissory Estoppel
Promissory Note
Promoter
Promotion
Proof of Funds (POF)
Proof-of-Stake (PoS)
Proof of Work (PoW)
Property
Property Insurance
Property Management
Property, Plant, and Equipment (PP&E)
Property Rights
Property Tax
Property Tax Deduction
Proportional Tax
Proprietary Trading
Proration
Prospect Theory
Prospectus
Protectionism
Protective Put
Provident Fund
Provision
Provision for Credit Losses (PCL)
Proxy
Proxy Fight
Proxy Statement
Proxy Vote
Public Company
Public Company Accounting Oversight Board (PCAOB)
Public Good
Public Limited Company (PLC)
Public-Private Partnerships
Pullback
Pump-and-Dump Scheme
Pump Priming
Purchase Annual Percentage Rate (APR)
Purchasing Managers’ Index (PMI)
Purchase Money Security Interest (PMSI)
Purchase-Money Mortgage
Purchase Price
Purchasing Power
Pure Play
Pure Risk
Push Down Accounting
Put
Put-Call Parity
Put-Call Ratio
Put Option
Pyramid Scheme

Terms Beginning With ‘Q’
Q
Q Ratio (Tobin’s Q)
Qatar Investment Authority (QIA)
Qatari Riyal (QAR)
QQQQ
QSEHRA
Qstick Indicator
Qtum
Quadrix
Quadruple Witching
Qualification Ratio
Qualified Adoption Expenses (QAE)
Qualified Annuity
Qualified Appraisal
Qualified Automatic Contribution Arrangements (QACAs)
Qualified Charitable Organization
Qualified Disclaimer
Qualified Distribution
Qualified Dividend
Qualified Domestic Institutional Investor (QDII)
Qualified Domestic Relations Order (QDRO)
Qualified Domestic Trust (QDOT)
Qualified Electric Vehicle
Qualified Eligible Participant (QEP)
Qualified Exchange Accommodation Arrangements
Qualified Foreign Institutional Investor (QFII)
Qualified Higher Education Expense
Qualified Institutional Buyer (QIB)
Qualified Institutional Placement (QIP)
Qualified Joint and Survivor Annuity (QJSA)
Qualified Longevity Annuity Contract (QLAC)
Qualified Mortgage
Qualified Opinion
Qualified Personal Residence Trust (QPRT)
Qualified Pre-Retirement Survivor Annuity (QPSA)
Qualified Production Activities Income (QPAI)
Qualified Professional Asset Manager (QPAM)
Qualified Reservist
Qualified Retirement Plan
Qualified Special Representative Agreement (QSR)
Qualified Terminable Interest Property (QTIP) Trust
Qualified Trust
Qualified Widow or Widower
Qualifying Annuity
Qualifying Disposition
Qualifying Event
Qualifying Investment
Qualifying Ratios
Qualifying Relative
Qualifying Transaction
Qualifying Widow/Widower
Qualitative Analysis
Quality Control
Quality Control Charts
Quality Management
Quality of Life
Quality of Earnings
Quality Spread Differential (QSD)
Quant Fund
Quantified Self
Quantity-Adjusting Option (Quanto Option)
Quantitative Analysis (QA)
Quantitative Easing
Quantitative Easing 2 (QE2)
Quantitative Trading
Quantity Demanded
Quantity Discount
Quantity Supplied
Quantity Theory of Money
Quanto Swap
Quantum Computing
Quarter on Quarter (QOQ)
Quarter over Quarter (Q/Q)
Quarter (Q1, Q2, Q3, and Q4)
Quarter-to-Date (QTD)
Quarterly Income Debt Securities (QUIDS)
Quarterly Income Preferred Securities (QUIPS)
Quarterly Revenue Growth
Quartile
Quasi Contract
Quasi-Public Corporation
Quasi-Reorganization
Questioned Document Investigation
Queuing Theory
Quick Assets
Quick Liquidity Ratio
Quick Ratio
Quick Response (QR) Code
Quick-Rinse Bankruptcy
Quid
Quid Pro Quo
Quid Pro Quo Contribution
Quiet Period
Quiet Title
Quiet Title Action
Quintiles
Quitclaim Deed
Quorums
Quota
Quota Share Treaty
Quotation
Quote
Quote Currency
Quote-Driven Market
Quote Stuffing
Quoted Price

Terms Beginning With ‘R’
R-Squared
Rabbi Trust
Race to the Bottom
Racketeering
Rally
Ramp Up
Random Variables
Random Walk Theory
Range
Ratchet Effect
Rate-and-Term Refinance
Rate of Change (ROC)
Rate of Return
Rating
Ratio Analysis
Rational Behavior
Rational Choice Theory
Rational Expectations Theory
Rationalization
Rationing
Raw Materials
Reaganomics
Real Asset
Real Economic Growth Rate
Real Effective Exchange Rate (REER)
Real Estate
Real Estate Agent
Real Estate Investment Group
Real Estate Investment Trust (REIT)
Real Estate Limited Partnership (RELP)
Real Estate Mortgage Investment Conduit (REMIC)
Real Estate Operating Company (REOC)
Real Estate Owned (REO)
Real Estate Settlement Procedures Act (RESPA)
Real Estate Short Sale
Real Gross Domestic Product (GDP)
Real Income
Real Interest Rate
Real Option
Real Property
Real Rate of Return
Real Time
Real-Time Gross Settlement (RTGS)
Real-Time Quote (RTQ)
Realization Multiple
Realized Gain
Realized Loss
Realized Yield
Realtor
Rebalancing
Rebate
Recapitalization
Receipt
Receivable
Receivables Turnover Ratio
Receivership
Recency, Frequency, Monetary Value (RFM)
Recession
Recessionary Gap
Recharacterization
Reconciliation
Record Date
Recourse
Recourse Loan
Recovery Rate
Recurring Billing
Recurring Revenue
Red Herring Filing
Redemption
Redlining
Reference Number
Reference Rate
Refinance
Reflexivity
Registered Education Savings Plan (RESP)
Registered Investment Advisor (RIA)
Registered Representative (RR)
Regression
Regressive Tax
Regret Theory
Regtech
Regulated Investment Company (RIC) Pass Taxes on to Investors
Regulation A
Regulation B (Reg B)
Regulation CC
SEC Regulation D (Reg D)
Regulation DD
Regulation E Definition
Regulation O
Regulation SHO
Regulation T (Reg T)
Regulation U
What Is Regulation W?
Regulation Z
Regulatory Capture Definition
Regulatory Risk
Rehypothecation
Reimbursement
Reinsurance
Reinsurance Ceded
Reinvestment
Reinvestment Rate
Reinvestment Risk
Related-Party Transactions
Relationship Management
Relationship Manager
Relative Purchasing Power Parity (RPPP)
Relative Strength
Relative Strength Index (RSI)
Relative Valuation Model
Relative Value
Relative Vigor Index (RVI)
Relevant Cost
Relief Rally
Remittance
Remuneration
Renewable Energy Certificate (REC)
Renewable Resource
Renko Chart
Rent Control
Rent Seeking
Renter’s Insurance
Reorganization
Repackaging
Repatriable
Repatriation
Repayment
Replacement Cost
Replacement Rate
Representative Sample
Repudiation
Repurchase Agreement (Repo)
Reputational Risk
Request for Quote (RFQ)
Requests for Proposal (RFP)
Required Minimum Distribution (RMD)
Required Rate of Return (RRR)
Requisition
Research Analysts
Research and Development (R&D)
Research and Development (R&D) Expenses
Research Associate
Research Report
Reserve Bank of India (RBI)
Reserve Currency
Reserve Fund
Reserve Price
Reserve Ratio
Reserve Requirements
Resident Alien
Residential Mortgage-Backed Security (RMBS)
Residual Dividend
Residual Income
Residual Standard Deviation
Residual Sum of Squares (RSS)
Residual Value
Resistance (Resistance Level)
Resolution Trust Corporation (RTC)
Resource Curse
Restatement
Restricted Cash
Restricted Stock
Restricted Stock Unit (RSU)
Restrictive Covenant
Restructuring
Restructuring Charge
Resume
Retail Banking
Retail Investor
Retail Price Index (RPI)
Retail Sales
Retained Earnings
Retainer Fee
Retention Bonus
Retention Ratio
Retirement Income Certified Professional (RICP)
Retirement Money Market Account
Retirement Planning
Retracement
Retrocession
Return
Return of Capital (ROC)
Return on Assets (ROA)
Return on Average Assets (ROAA)
Return on Average Capital Employed (ROACE)
Return on Average Equity (ROAE)
Return on Capital Employed (ROCE)
Return on Equity (ROE)
Return on Invested Capital (ROIC)
Return on Investment (ROI)
Return on Net Assets (RONA)
Return on Revenue (ROR)
Return on Risk-Adjusted Capital (RORAC)
Return on Sales (ROS)
Return on Total Assets (ROTA)
Returned Payment Fee
Revaluation
Revaluation Reserve
Revealed Preference
Revenue
Revenue Agent’s Report (RAR)
Revenue Bond
Revenue Cap Regulations
Revenue Deficit
Revenue Generating Unit (RGU)
Revenue Officer
Revenue Passenger Mile (RPM)
Revenue per Available Room (RevPAR)
Revenue per Available Seat Mile (RASM)
Revenue per Employee
Revenue per User (RPU)
Revenue Recognition
Reversal
Reverse Auction
Reverse Culture Shock
Reverse ICO
Reverse Morris Trust
Reverse Repurchase Agreement
Reverse Stock Split
Reverse Takeover (RTO)
Reverse Triangular Mergers
Revocable Beneficiary
Revocable Trust
Revolver
Revolving Credit
Revolving Door
Revolving Loan Facility
Rho
Ricardian Equivalence
Rider
Right of First Offer
Right of First Refusal
Right of Rescission
Right-to-Work Law
Rights Offering (Issue)
Ring-Fence
Ripple
Ripple (Cryptocurrency)
Risk
Risk-Adjusted Return
Risk-Adjusted Return On Capital (RAROC)
Risk Analysis
Risk Assessment
Risk-Averse
Risk-Based Capital Requirement
Risk Control
Risk-Free Asset
Risk-Free Rate Of Return
Risk Management
Risk Measures
Risk Neutral
Risk-Neutral Measures
Risk-Neutral Probabilities
Risk-On Risk-Off
Risk Parity
Risk Premium
Risk Profiles
Risk-Return Tradeoff
Risk Reversal
Risk/Reward Ratio
Risk Tolerance
Risk-Weighted Assets
Rival Good
Roadshow
Robber Baron
Robinson-Patman Act
Robo Advisor
Robotic Process Automation (RPA)
Robust
Rogue Trader
Roll Back
Roll-Down Return
Roll Forward
Roll Yield
Rolling Returns
Rollover
Rollover Risk
Roth 401(k)
Roth IRA
Round Lot
Routing Transit Number (RTN)
Roy’s Safety-First Criterion (SFRatio)
Royalty
Rule 10b-5
Rule 10b-18
Rule 10b5-1
Rule 144
Rule 144A
Rule of 70
Rule of 72
Rule 72(t)
Rule of 78
Rule of Thumb
Run Rate
Runoff Insurance
Russell 1000 Index
Russell 2000 Index
Russell 3000 Index

Terms Beginning With ‘S’
S Corporation (S Subchapter)
S&P 500 Index (Standard & Poor’s 500 Index)
S&P 500 Dividend Aristocrats Index
Safe Deposit Box
Safe Harbors
Safe Haven
Sale
Sales and Purchase Agreement (SPA)
Sales Lead
Sales Tax
Salvage Value
Sampling
Sampling Distribution
Sampling Errors
What Is a Samurai Bond?
Sarbanes-Oxley (SOX) Act of 2002
Savings Account
Savings and Loan Crisis (S&L) Crisis
Say’s Law of Markets
Scalability
Scalping
Scarcity
Scenario Analysis
Schedule 13D
Schedule 13G
Schedule A (Form 1040 or 1040-SR): Itemized Deductions
What Is Schedule K-1?
Scope
Scrips
Seasonality
Seasonally Adjusted Annual Rate (SAAR)
SEC Form S-1
SEC Yield
Second World
Secondary Market
Section 1035 Exchange
Section 1231 Property
Section 1245
Section 1250
Sector
Sector Breakdown Definition and Stock Market Use
Secular Market Trends Occur Over the Long-Term
Securities And Exchange Board of India (SEBI)
Securities Act of 1933
Securities and Exchange Commission (SEC)
Securities Exchange Act of 1934
Securities Lending
Securitization
Security
Security Market Line (SML) Definition
Seed Capital
Seigniorage
Self-Directed IRA (SDIRA)
Self Employed Contributions Act (SECA)
Self-Employment
Self-Regulatory Organization (SRO)
Sell in May and Go Away
Sell-Side
Seller Financing
Selling, General, & Administrative Expense (SG&A)
Senior Bank Loan
Sensex
Sensitivity Analysis
Serial Correlations
Series I Bond
Series 3
Series 6
Series 7
Series 9/10
Series 24
Series 57
Series 63
Series 65
Series 66
Series B Financing
Series EE Bond
Service Charge
Service Sector
Severance Pay
Shadow Banking System
Shadow Pricing
Share Certificate
Share Class
Share of Wallet (SOW)
Share Repurchase
Shareholder
Shareholder Activist
Shareholder Equity (SE)
Shareholder Equity Ratio
Shareholder Value
Shareholder Value Added (SVA)
Shareholders’ Agreement
Shares
Sharing Economy
Sharpe Ratio
Shell Corporation
Sherman Antitrust Act
Shooting Star
Short (or Short Position)
Short Call
Short Covering
Short Interest
Short Interest Ratio
Short Put
Short Run
Short Sale
Short Selling
Short Squeeze
Short-Term Debt
Short-Term Investments
Shortfall
Shrinkage
Shutdown Points
Signature Loan
Silent Partner
Silk Route
Silo Mentality
Simple Agreement for Future Tokens (SAFT)
Simple Interest
Simple Moving Average (SMA)
Simple Random Sample
Simplified Employee Pension (SEP)
Sinking Fund
Six Sigma
Skewness
What Does Skin in the Game Mean?
Slippage
Small and Mid-size Enterprise (SME)
Small Business Administration (SBA)
Small Caps
Smart Beta
Smart Beta ETF
Smart Contracts
Smart Money
Smoot-Hawley Tariff Act
Smurf
Social Audits
Social Economics
Social Enterprise
Social Entrepreneur
Social Justice
Social Media
Social Networking
Social Responsibility
Social Sciences
Social Security
Social Security Administration (SSA)
Social Security Number (SSN)
Social Welfare System
Socialism
Socially Responsible Investment (SRI)
Société Anonyme (S.A.)
Soft Skills
Software-as-a-Service (SaaS)
Sole Proprietorship
Solvency
Solvency Ratio
Sortino Ratio
Sovereign Wealth Fund (SWF)
Special Drawing Rights (SDR)
Special Economic Zones (SEZ)
Special Power of Attorney
Special Purpose Acquisition Company (SPAC)
Special Purpose Vehicle (SPV)
Special Warranty Deed
Specialization
Speculation
Speculator
Spiders (SPDR)
Spillover Effect
Spinning Top Candlestick
Spinoff
Spoofing
Spot Exchange Rate
Spot Market
Spot Price
Spot Rate
Spot Trade
Spread Betting
Spreads
Stable Value Fund
Stagflation
Stagnation
Stakeholder
Stalking-Horse Bid
Standard & Poor’s (S&P)
Standard Deduction
Standard Deviation
Standard Error
Standard Industrial Classification (SIC Code)
Standard of Living
Standardization
Standby Letters of Credit
Stare Decisis
Startup
State-Owned Enterprise (SOE)
Statement of Retained Earnings
Statistical Significance
Statistics
Statute of Frauds
Statute of Limitations
Statutory Reserves
Step-Up in Basis
Sterling Overnight Interbank Average Rate (SONIA)
Sticky Wage Theory
Stipend
Stochastic Modeling
Stochastic Oscillator
Stochastic RSI (StochRSI)
Stock
Stock Analysis
Stock Appreciation Right (SAR)
Stock Compensation
Stock Dividend
Stock Exchange Daily Official List (SEDOL)
Stock Exchange-Traded Fund (ETF)
Stock Keeping Unit (SKU)
Stock Market
Stock Market Crash
Stock Option
Stock Quote
Stock Screener
Stock Split
Stock Symbol (Ticker)
Stockbroker
Stockholders’ Equity
Stop-Limit Order
Stop-Loss Order
Stop Order
Stop Payments
Store of Value
Straddle
Straight Line Basis
Straight-Through Processing (STP)
Strangle
Strategic Alliance
Strategic Financial Management
Strategic Management
Stratified Random Sampling
Strength, Weakness, Opportunity, and Threat (SWOT) Analysis
Stress Testing
Strike Price
Structural Unemployment
Structured Finance
Structured Note
Student Loan Forgiveness
Subjective Probability
Sublease
Subordinated Debt
Subordination Agreement
Subprime Loan
Subprime Mortgage
Subrogation
Subscription Agreement
Subsidiary Rights
Subsidy
Substantially Equal Periodic Payment (SEPP)
Substitute
Substitution Effect
Sukuk
Sum of Squares
Sum-of-the-Parts Valuation (SOTP)
Summa Cum Laude
Sunk Cost
Superannuation
Supplemental Executive Retirement Plan (SERP)
Supply
Supply Chain
Supply Chain Finance
Supply Chain Management (SCM)
Supply Curve
Supply Shock
Support (Support Level)
Supranational
Surcharge
Surety
Surplus
Surplus Lines Insurance
Survivorship Bias
Sustainability
Sustainable Growth Rate (SGR)
Swap
Swap Execution Facility (SEF)
Swap Rate
Swaption (Swap Option)
Sweat Equity
Sweep Account
Swing Trading
Swingline Loan
Switching Costs
Symmetrical Distribution
Syndicate
Syndicated Loan
Synergy
Synthetic
Systematic Investment Plan (SIP)
Systemic Risk
Systematic Sampling

Terms Beginning With ‘T’
T+1 (T+2,T+3)
T Distribution
T-Account
T-Test
Tactical Asset Allocation (TAA)
Taft-Hartley Act
Tag-Along Rights
Taguchi Method of Quality Control
Tail Risk in Investments
Takaful
Take-Home Pay
Take or Pay
Take-Out Loan
Take-Profit Order (T/P)
Takeover
Tangible Asset
Tangible Book Value Per Share (TBVPS)
Tangible Common Equity (TCE)
Tangible Net Worth
Tangible Personal Property
Tape Reading
Taper Tantrum
Tapering
Target-Date Fund
Target Markets
Targeted Accrual Redemption Note (TARN)
Tariff
Tax Accounting
Tax-Advantaged
Tax Avoidance
Tax Base
Tax Benefit
Tax Brackets
Tax Break
Tax Credit
Tax-Deductible Interest
Tax Deduction
Tax Deed
Tax Deferred
Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA)
Tax-Equivalent Yield
Tax Evasion
Tax Exempt
Tax-Exempt Interest
Tax Expense
Tax Fraud
Tax Free
Tax-Free Savings Account (TFSA)
Tax Haven
Tax Holiday
Tax Identification Number (TIN)
Tax Incidence
Tax Liability
Tax Lien
Tax Lien Certificate
Tax Loss Carryforward
Tax Loss Harvesting
Tax Planning
Tax Rate
Tax Reform Act of 1986
Tax Refund
Tax Relief
Tax Return
Tax Season
Tax Selling
Tax Shelter
Tax-Sheltered Annuity
Tax Shield
Tax Table
Tax-to-GDP Ratio
Tax Treaty
Tax Wedge
Taxable Income
Taxable Wage Base
Taxation
Taxation Without Representation
Taxes
Taxpayer
Taxpayer Identification Number (TIN)
Taylor’s Rule
Teacher Retirement System (TRS)
Teachers, Insurance, and Annuity Association (TIAA)
Technical Analysis
Technical Analysis of Stocks and Trends
Technical Analyst
Technical Indicator
Technical Job Skills
Technical Skills
Technocracy
Technology, Media, and Telecom Sector (TMT)
Technology Sector
Ted Spread
Telegraphic Transfers (TT)
Temporal Method
Tenancy at Sufferance
Tenancy-at-Will
Tenancy by the Entirety
Tenancy in Common (TIC)
Tenants by Entirety (TBE)
Tender
Tender Offer
Tenkan-Sen (Conversion Line)
Tenor
Term Deposit
Term Life Insurance
Term Loan
Term Sheet
Term Structure of Interest Rates
Term to Maturity
Terminal Capitalization Rate
Terminal Value (TV)
Termination of Employment
Terms of Employment
Terms of Trade (TOT)
Tertiary Industry
Testamentary Trust
Tether (USDT)
Texas Ratio
Tezos
The Greatest Generation
Theoretical Ex-Rights Price (TERP)
Theoretical Value (Of a Right)
Theory of Price
Theory of the Firm
There Ain’t No Such Thing as a Free Lunch (TANSTAAFL)
Theta
Third Party
Third-Party Insurance
Third-Party Transactions
Third World
Thomas Malthus
Three Black Crows
Three-Sigma Limits
Three White Soldiers
Thrift Association
Thrift Bank
Thrift Savings Plan (TSP)
Throughput
Tick
Tick Size
Ticker Symbol
Tier 1 Capital
Tier 1 Capital Ratio
Tier 1 Common Capital Ratio
Tier 1 Leverage Ratio
Tier 2 Capital
Tight Monetary Policy
Timber Investment Management Organization (TIMO)
Time Decay
Time Deposit
Time Horizon
Time in Force
Times Interest Earned (TIE)
Time Series
Time Value
Time Value of Money (TVM)
Time-Weighted Rate of Return (TWR)
Times-Revenue Method
TINA (There is No Alternative)
Tit for Tat
Title Insurance
Title Search
To Be Announced (TBA)
Tobacco Tax/Cigarette Tax
Tobin Tax
Tokyo Price Index (TOPIX)
Tombstone
Tomorrow Next (Tom Next)
Tontine
Too Big to Fail
Top Line
Top-Down Analysis
Top-Down Investing
Toronto Stock Exchange (TSX)
Tort Law
Total Bond Fund
Total Cost of Ownership (TCO)
Total Debt Service Ratio
Total Debt-to-Capitalization
Total-Debt-to-Total-Assets
Total Enterprise Value (TEV)
Total Expense Ratio (TER)
Total Liabilities
Total Quality Management (TQM)
Total Return
Total Return Index
Total Return Swap
Total Shareholder Return (TSR)
Total Utility
Tracker Fund
Tracking Error
Tracking Stock
Trade
Trade Credit
Trade Deficit
Trade Finance
Trade Liberalization
Trade Line
Trade Sanction
Trade Secret
Trade Signal
Trade Surplus
Trade War
Trademark
Trader
Trading Account
Trading Book
Trading Desk
Trading Halt
Trading House
Trading Platform
Trading Strategy
Trading Session
Traditional IRA
Tragedy of the Commons
Trailing 12 Months
Trailing Price-to-Earnings (Trailing P/E)
Trailing Stop
Tranches
Transaction
Transaction Costs
Transaction Exposure
Transaction Fees
Transfer Agent
Transfer of Risk
Transfer on Death (TOD)
Transfer Payment
Transfer Price
Transfer Pricing
Transfer Tax
Transferable Letters of Credit Work
Translation Exposure
Transparency
Transportation Sector
Transposition Error
Traunch
Travel Expenses
Travel Insurance
Traveler’s Check
Treasury Bills (T-Bills)
Treasury Bond (T-Bond)
Treasury Direct
Treasury Inflation-Protected Security (TIPS)
Treasury Notes
Treasury Stock (Treasury Shares)
Treasury Stock Method
Treasury STRIPS
Treasury Yield
Treaty Reinsurance
Trend
Trend Analysis
Trend Trading
Trendline
Treynor Ratio
Trial Balance
Triangle
Triangular Arbitrage
Trickle-Down Theory
Triggering Event
Trilemma
Trillion Cubic Feet (Tcf)
Trimmed Mean
Triple Bottom
Triple Bottom Line (TBL)
Triple Exponential Moving Average (TEMA)
Triple Net Lease (NNN)
Triple Top
Triple Witching
Troubled Asset Relief Program (TARP)
Trough
Troy Ounce
True Strength Index (TSI)
Trust
Trust Company
Trust Deed
Trust Fund
Trust Indenture
Trust Preferred Securities (TruPS)
Trust Property
Trust Receipts
Trustee
Truth in Lending Act (TILA)
TSA PreCheck
Turnaround
Turnkey Asset Management Program (TAMP)
Turnkey Business
Turnkey Property
Turnkey Solution
Turnover
Turnover Ratio
Tweezer
Twenty Eight Thirty Six Rule (28/36 Rule)
Two and Twenty
Two-Bin Inventory Control
Two-Tailed Tests
Two-Way ANOVA
Tying
Type I Error
Type II Errors
tZero

Terms Beginning With ‘U’
U-6 (Unemployment) Rate
U-Shaped Recovery
Uberrimae Fidei Contract
UBS
UCC-1 Statement
UCLA Anderson School of Management
UDAAP
Ulcer Index (UI)
Ultima
Ultimate Mortality Table
Ultimate Net Loss
Ultimate Oscillator
Ultimogeniture
Ultra ETF
Ultra-High Net-Worth Individual (UHNWI)
Ultra-Short Bond Fund
Ultra Vires Acts
Ultrafast Trading
Umbrella Insurance Policy
Umbrella Personal Liability Policy
Umpire Clause
UN Principles for Responsible Investment (PRI)
Unadjusted Basis
Unaffiliated Investments
Unallocated Loss Adjustment Expenses (ULAE)
Unamortized Bond Discount
Unamortized Bond Premium
Unappropriated Retained Earnings
Unauthorized Insurer
Unbanked
Unbiased Predictor
Unbundled Life Insurance Policy
Unbundling
UNC Kenan-Flagler Business School
Unchanged
Unclaimed Funds
Uncle Block (Cryptocurrency)
Uncle Sam
Uncollected Funds
Uncommitted Facility
Unconditional Probability
Unconsolidated Subsidiaries
Unconstrained Investing
Unconventional Cash Flow
Unconventional Oil
Uncovered Interest Arbitrage
Uncovered Interest Rate Parity (UIP)
Uncovered Option
Undated Issue
Under Reporting
Underapplied Overhead
Underbanked
Undercapitalization
Undercast
Underconsumption
Underemployment
Underemployment Equilibrium
Underfunded Pension Plan
Underground Economy
Underinsurance
Underinsured Motorist Coverage
Underinsured Motorist Coverage Limits Trigger
Underinsured Motorist Endorsement
Underinvestment Problem
Underlying
Underlying Asset
Underlying Debt
Underlying Mortality Assumption
Underlying Option Security
Underlying Profit
Underlying Retention
Underlying Security
Underpayment Penalty
Underperform
Underpricing
Undersubscribed
Undertakings Collective Investment in Transferable Securities (UCITS)
Undervalued
Underwater
Underwater Mortgage
Underweight
Underwithholding
Underwriter
Underwriter Syndicate
Underwriters Laboratories (UL)
Underwriting
Underwriting Agreements
Underwriting Capacity
Underwriting Cycle
Underwriting Expenses
Underwriting Fees
Underwriting Group
Underwriting Income
Underwriting Risk
Underwriting Spread
Underwriting Standards
Undisclosed Reserves Definition
What Is an Undivided Account?
Undivided Profit
Undue Influence
What Is an Unearned Discount?
Unearned Income
Unearned Interest
Unearned Premium
Unearned Revenue
Uneconomic Growth
Unemployment
Unemployment Claim Definition
Unemployment Compensation
Unemployment Compensation Amendments of 1992
Unemployment Income
What Is Unemployment Insurance (UI)?
Unemployment Rate
Unencumbered
Unfair Claims Practice
Unfair Trade Practice
Unfavorable Variance
Unfunded Pension Plan
Unicameral System
Unicorn
Unified Managed Account (UMA)
Unified Managed Household Account (UMHA)
Unified Payment Interface (UPI)
Unified Tax Credit
Uniform Bank Performance Report (UBPR)
Uniform Bill of Lading
Uniform Commercial Code (UCC)
Uniform Consumer Credit Code (UCCC)
Uniform Distribution
Uniform Gifts to Minors Ac (UGMA)
Uniform Individual Accident and Sickness Policy Provisions Act
Uniform Partnership Act (UPA)
Uniform Policy Provisions, Health Insurance
Uniform Premarital Agreement Act
Uniform Prudent Investor Act (UPIA)
Uniform Rules for Demand Guarantees (URDG)
Uniform Securities Act
Uniform Simultaneous Death Act
Uniform Transfer Tax
Uniform Transfers to Minors Act (UTMA)
Unilateral Contracts
Unilateral Transfer
Uninsurable Peril
Uninsurable Property
Uninsurable Risk
Uninsured Certificate of Deposit
Uninsured Motorist Coverage (UM)
Unintentional Tort
Unique Three River
Unit Benefit Formula
Unit Cost
Unit Investment Trust (UIT)
Unit Linked Insurance Plan (ULIP)
Unit of Production
Unit Sales
Unit Trust (UT)
Unitary Thrift
United Nations (UN)
United Nations Commission on International Trade Law (UNCITRAL)
United Nations Global Compact
United States Agency for International Development (USAID)
United States Aircraft Insurance Group (USAIG)
United States Department of Agriculture (USDA)
United States Government Life Insurance (USGLI)
United States Natural Gas Fund (UNG)
United States Treasury (UST)
United States Treasury Money Mutual Funds
United States V. The South-Eastern Underwriter Association
Unitholder
Unitized Endowment Pool (UEP)
Unitized Fund
Unitranche Debt
Units Per Transaction (UPT)
Unisex Legislation Definition
Unissued Stock
Universal Banking
Universal Default
Universal Healthcare Coverage
Universal Life Insurance
Universal Market Integrity Rules (UMIR)
Universe of Securities
University of Miami School of Business Administration
Unlawful Loan
Unlevered Beta
Unlevered Cost of Capital
Unlevered Free Cash Flow (UFCF)
Unlimited Liability
Unlimited Liability Corporation (ULC)
Unlimited Marital Deduction
Unlimited Risk
Unlisted Security
Unlimited Tax Bond
Unlisted Trading Privileges (UTP)
Unmatched Book
Unofficial Strike
Unpaid Dividend
Unqualified Audit
Unqualified Opinion
Unquoted Public Company
Unrealized Gain
Unrealized Loss
Unrecaptured Section 1250 Gain
Unrecorded Deed
Unregistered Shares
Unrelated Business Taxable Income (UBTI)
Unrestricted Cash
Unrestricted Net Assets
Unsatisfied Judgment Fund
Unscheduled Property Floater
Unsecured
Unsecured Creditors
Unsecured Debt
Unsecured Loan
Unsecured Note
Unskilled Labor
Unsolicited Application
Unsolicited Bid
Unsponsored ADR
Unstated Interest Paid
Unsterilized Foreign Exchange Intervention
Unsubordinated Debt
Unsubscribed
Unsuitable Investment (Unsuitability)
Unsystematic Risk
Unusual Item
Unweighted Index
Unwind
Up-and-In Option
Up-and-Out Option
Up/Down Gap Side-by-Side White Lines
Up-Front Mortgage Insurance (UFMI)
Up-Market Capture Ratio
Up Volume
Upfront Pricing
Upgrade
Uphold
Upper Class
Upper Management
UPREIT
Upside
Upside/Downside Gap Three Methods
Upside/Downside Ratio
Upside Gap Two Crows
Upside Tasuki Gap
Upstairs Market
Upstart
Upstream
Upstream Capital Costs Index (UCCI)
Upstream Guarantee
Uptick
Uptick Rule
Uptick Volume
Uptrend
Urban Development Act Of 1970
U.S. Agency for International Development (USAID)
U.S. Department of Health and Human Services (HHS)
U.S. Department of Housing and Urban Development (HUD)
U.S. Department of Veterans Affairs
U.S. Dollar Index (USDX)
U.S. House Financial Services Committee
U.S.-Mexico Trade Agreement
U.S. Savings Bonds
U.S. Savings Bond Adjustment
U.S. Treasury
Usance
USC Marshall School of Business
USD
USDA Streamlined Refinancing
Use and Occupancy (U&O)
Use Tax
Useful Life
User Fee
Usual, Customary, and Reasonable Fees
Usufruct
Usury
Usury Laws
Usury Rate
Utilitarianism
Utilities Industry ETF
Utilities Sector
Utility
Utility Patent
Utility Revenue Bond
Utilization Fee
UTXO

Terms Beginning With ‘V’
V-Shaped Recovery
V2X (Vehicle-to-Vehicle or Vehicle-to-Infrastructure)
VA Loan
Vacancy Rate
Vacation Home
Validation Code
Valoren Number
Valuable Papers Insurance
Valuation
Valuation Analysis
Valuation Clause
Valuation Mortality Table
Valuation Period
Valuation Premium
Valuation Reserve
Value
Value Added
Value Added Monthly Index (VAMI)
Value-Added Network (VAN)
Value-Added Resellers (VAR)
Value-Added Tax (VAT)
Value at Risk (VaR)
Value Averaging
Value-Based Pricing
Value Chain
Value Change
Value Date
Value Deflation
Value Engineering
Value Fund
Value Investing
Value Line Composite Index
Value Network
Value Network Analysis
Value of Risk (VOR)
Value Proposition
Value Reporting Form
Value Stock
Value Trap
Valued Marine Policy Definition
Valued Policy Law (VPL)
Vancouver Stock Exchange (VAN) Definition
Vandalism and Malicious Mischief Insurance
Learn About Vanguard Exchange-Traded Funds
Vanilla Option
What Is a Vanilla Strategy?
What Is a Vanishing Premium?
Vanishing Premium Policy Definition
What Is VantageScore?
Variability
What Is Variable Annuitization?
Variable Annuity
What Is a Variable Benefit Plan?
Variable Cost
Variable Cost-Plus Pricing
Variable Cost Ratio
Variable Coupon Renewable Note (VCR)
Variable Death Benefit
Variable Interest Entities (VIE)
Variable Interest Rate
Variable Life Insurance
Variable Overhead
Variable Overhead Efficiency Variance
Variable Overhead Spending Variance
Variable Prepaid Forward Contracts
Variable Price Limit
Variable-Rate Certificate of Deposit
Variable-Rate Demand Bond
Variable Rate Demand Note (VRDN)
Variable Rate Mortgage
Variable Ratio Write
Variable Survivorship Life Insurance
Variable Universal Life Insurance (VUL)
Variance Equation
Variance Inflation Factor
Variance Swap
Variation Margin
Vasicek Interest Rate Model
Vault Receipt Definition
Veblen Good
VeChain
Vega
Vega Neutral
Vehicle Excise Duty (VED)
Velocity of Money
Vendor
Vendor Financing
Vendor Note
Vendor Take-Back Mortgage
How to Use a Venn Diagram
Venture Capital
Venture-Capital-Backed IPO
Venture Capital Funds
Venture Capital Trust (VCT)
Venture Capitalist (VC)
What Is Venture Philanthropy?
Verge (XVG)
Versioning
Vertical Analysis
Vertical Equity
What Is Vertical Integration?
Vertical Line Charting Definition and Example
Vertical Market
Vertical Merger
Vertical Spread
Vertical Well
Very Small Aperture Terminal (VSAT)
Vest Fleece
Vested Benefit
Vested Benefit Obligation (VBO)
Vested Interest
Vesting
Veterans Administration
Veterans Group Life Insurance (VGLI)
Vetting
Viager
Viatical Settlement
Viator
Vicarious Liability
Vice Fund
Video Conferencing
Vienna Stock Exchange (WBAG) .VI
Vintage
Vintage Year
VINX 30
Viral Marketing
Viral Website
Virtual Assistant
Virtual Currency
Virtual Data Room (VDR)
Virtual Good
Virtual Office
Virtual Reality
Vis Major
Visa Card
Visibility
Visible Supply
Vision Care Insurance
Visual Basic for Applications (VBA)
Vitalik Buterin
VIX (CBOE Volatility Index)
VIX Option
Vladimir Lenin
Vocational Degree
Voice-over-Internet Protocol (VoIP)
Void Contract
Void Transaction
Voidable Contract
Volatility
Volatility Arbitrage
Volatility Quote Trading
Volatility Ratio
Volatility Skew
Volatility Smile
Volatility Swap
Volcker Rule
Volume
Volume Analysis
Volume Discount
Volume of Trade
Volume Price Trend Indicator (VPT)
Volume Weighted Average Price (VWAP)
Volumetric Production Payment (VPP)
Voluntary Accidental Death and Dismemberment Insurance (VAD&D)
Voluntary Accumulation Plan
Voluntary Bankruptcy
Voluntary Compliance
Voluntary Conveyance
Voluntary Employees’ Beneficiary Association (VEBA)
Voluntary Employees Beneficiary Association Plan
Voluntary Export Restraint (VER)
Voluntary Foreclosure
Voluntary Lien
Voluntary Life Insurance
Voluntary Liquidation
Voluntary Plan Termination
Voluntary Reserve
Voluntary Simplicity
Voluntary Termination
Voluntary Trust
Vomma
Voodoo Accounting
Voodoo Economics
Vortex Indicator (VI)
Vostro Account
Voting Shares
Voting Trust
Voting Trust Agreements
Voting Trust Certificate
Voucher
Voucher Check
Voyage Policies
Vulture Capitalist
Vulture Fund
VWAP Cross
VXN (CBOE Nasdaq Volatility Index)

Terms Beginning With ‘W’
W-2 Form
W-4 Form
W-8 Form
W-9 Form
W-Shaped Recovery
Wage Assignment
Wage Earner Plan (Chapter 13 Bankruptcy)
Wage Expense
Wage-Price Spiral
Wage Push Inflation
Waiting Period
Waiver
Waiver of Demand
Waiver of Coinsurance Clause
Waiver of Exemption
Waiver of Notice
Waiver of Premium for Disability
Waiver of Premium for Payer Benefit
Waiver of Premium Rider
Waiver of Restoration Premium
Waiver of Subrogation
Walk-Away Lease
Walk-Through Test
Wall of Worry
Wall Street
Wall Street Journal Prime Rate
Wallflower
Wallpaper
Walmart Effect
Walras’ Law
Walrasian Market
Wanton Disregard
War Bond
War Chest
War Damage Insurance
War Economy
War Exclusion Clause
War Risk Insurance
Warehouse Bond
Warehouse Financing
Warehouse Lending
Warehouse Receipt
Warehouse-to-Warehouse Clause
Warehouser’s Liability Form
Warehousing
Warm Calling
Warm Card
Warning Bulletin
Warrant
Warrant Coverage
Warrant Premium
Warranty
Warranty Deed
Warranty of Title
Warsaw Stock Exchange (WSE)
Wash
Wash-Out Round
Wash Sale
Wash-Sale Rule
Wash Trading
Wassily Leontief
Wasting Asset
What Is a Wasting Trust?
Watchlist
Water Damage Insurance
Water Damage Legal Liability Insurance
Water ETF
Water Exclusion Clause
Water Quality Improvement Act of 1970
Water Rights
Watercraft Insurance
Watered Stock
Waterfall Concept
Waterfall Payment
Wave
Weak AI
Weak Dollar
Weak Form Efficiency
Weak Hands
Weak Longs
Weak Shorts
Weak Sister
Wealth
Wealth Added Index (WAI)
Wealth Effect
Wealth Management
Wealth Psychologist
Wealth Tax
Wear and Tear Exclusion
Wearable Technology
Weather Derivative
Weather Future
Weather Insurance
Web 2.0
Web Syndication
Wedge
Wednesday Scramble
Weekend Effect
Weekly Chart
Weekly Mortgage Applications Survey
Weekly Premium Insurance
Wei
Weighted
Weighted Alpha
Weighted Average
Weighted Average Cost of Capital (WACC)
Weighted Average Cost of Equity (WACE)
Weighted Average Coupon (WAC)
Weighted Average Credit Rating
Weighted Average Life (WAL)
Weighted Average Loan Age (WALA)
Weighted Average Market Capitalization
Weighted Average Maturity (WAM)
Weighted Average Rating Factor (WARF)
Weighted Average Remaining Term (WART)
Weightless Economy
Welfare
Welfare and Pension Plans Disclosure Act (WPPDA)
Welfare Economics
Welfare Loss Of Taxation
Welfare State
Wellbore
Wellness Program
Wells Notice
West African CFA Franc (XOF)
West Texas Intermediate (WTI)
Western Account
Westpac Consumer Confidence Index
Wet Loan
Wharton School
Whartonite
When Issued (WI)
Whipsaw
Whisper Number
Whisper Stock
Whistleblower
White Candlestick
White Collar
White-Collar Crime
White Elephant
White Knight
White Label Product
White List States
White Paper
White Shoe Firm
White Squire
Whitemail
Whitewash Resolution
Whole Life Annuity
Whole Life Annuity Due
Whole-Life Cost
Whole Life Insurance
Whole Loan
Wholesale Banking
Wholesale Energy
Wholesale Insurance
Wholesale Money
Wholesale Price Index (WPI)
Wholesale Trade
Wholesaling
Wholly Owned Subsidiary
Whoops
Wide Basis
Wide Economic Moat
Wide-Ranging Days
Wide Variety
Widely Held Fixed Investment Trust (WHFIT)
Widow-and-Orphan Stock
Widow Maker
Widow’s Allowance
Widow’s Exemption
Wilcoxon Test
Wild Card Option
Wild Card Play
Wildcat Banking
Wildcat Drilling
Wildcatting
Wilder’s DMI (ADX)
Will
William Cavanaugh III
William Dillard II
William F. Sharpe
William H. Gross
William J. O’Neil
Williams %R
Williams Act
Willie Sutton Rule
Wilshire 5000 Total Market Index (TMWX)
Win/Loss Ratio
Windfall Profits
Windfall Tax
Winding Up
Window Dressing
Window Guaranteed Investment Contract
Window of Opportunity
Windstorm Insurance
Windstorm Insurance
Winner-Takes-All Market
Winner’s Curse
Winsorized Mean
Wire Fraud
Wire Room
Wire Transfers
Wirehouse
Wirehouse Broker
Wisconsin School of Business
Wisdom of Crowds
Witching Hour
With Approved Credit (WAC)
With Benefit of Survivorship
With Discretion
Withdrawal
Withdrawal Benefits
Withdrawal Credits, Pension Plan
Withdrawal Penalty
Withdrawal Plan
Withholding
Withholding Allowance
Withholding Tax
Without Evidence of Insurability
Without Recourse
WM/Reuters Benchmark Rates
Wolfe Wave
Word-of-Mouth Marketing
Worden Stochastics
Wordpress (CMS)
Work Cells
Work Ticket
Workable Indication
Workers’ Compensation
Workers’ Compensation Coverage A
Workers’ Compensation Coverage B
Workflow
Working-Age Population
Working Capital (NWC)
Working Capital Loan
Working Capital Management
Working Capital Turnover
Working Class
Working Control
Working Interests
Working Ratio
Working Tax Credit (WTC)
Workout Agreement
Workout Market
Workout Period
Works-in-Progress
World Bank
World Bank Group
World Economic Forum (WEF)
World Economic Outlook (WEO)
World Equity Benchmark Series (WEBS)
World Federation of Stock Exchanges
World Fund
World Gold Council (WGC)
World Insurance
World Trade Organization (WTO)
WorldCom
Worldwide Coverage
Worldwide Income
Worthless Securities
W.P. Carey School of Business
Wrap Account
Wrap-Around Insurance Program
Wrap-Around Loan
Wrap Fee
Wrap-Up Insurance
Wraparound Mortgage
Writ
Writ of Attachment
Writ of Execution
Writ of Seizure and Sale
Write-Down
Write-Off
Write-Up
Writer
Writing an Option
Written-Down Value
Written Premium
Wrongful Dishonor
Wrongful Termination Claim

Terms Beginning With ‘X’
X-Efficiency
X-Mark Signature
XBRL (eXtensible Business Reporting Language)
XCD (Eastern Caribbean Dollar)
XD
Xenocurrency
Xetra
XML (Extensible Markup Language)
XRT

Terms Beginning With ‘Y’
Y
Y-Share
Y2K
Yacht Insurance
Yale School of Management
Yankee Bond
Yankee CD
Yankee Certificate of Deposit
Yankee Market
Yard
Year-End Bonus
Year-Over-Year (YOY)
Year to Date (YTD)
Yearly Probability of Dying
Yearly Probability of Living
Yearly Rate of Return Method
Yearly Renewable Term (YRT)
Yearly Renewable Term Plan of Reinsurance
Years Certain Annuity
Year’s Maximum Pensionable Earnings (YMPE)
Yellow Knight
Yellow Sheets
Yen ETF
Yield
Yield-Based Option
Yield Basis
Yield Curve
Yield Curve Risk
Yield Equivalence
Yield Maintenance
Yield on Cost (YOC)
Yield on Earning Assets
Yield Pickup
Yield Spread
Yield Spread Premium
Yield Tilt Index Fund
Yield to Average Life
Yield to Call
Yield to Maturity (YTM)
Yield to Worst (YTW)
Yield Variance
Yo-Yo
York Antwerp Rules
Young and Wealthy but Normal (YAWN)
Yugen Kaisha (YK)
Yuppie

Z
Z-Bond
Z-Score
Z-Share
Z-Test
Z Tranche
Zacks Investment Research
Zacks Lifecycle Indexes
Zakat
ZCash
Zero Balance Account (ZBA)
Zero Balance Card
Zero-Based Budgeting (ZBB)
Zero Basis Risk Swap (ZEBRA)
Zero-Beta Portfolio
Zero-Bound
What Is a Zero-Bound Interest Rate?
Zero Capital Gains Rate
Zero Cost Collar
Zero-Cost Strategy
Zero-Coupon Bond
Zero-Coupon Certificate Of Deposit (CD)
Zero-Coupon Convertible
Zero Coupon Inflation Swap
Zero-Coupon Mortgage
Zero Coupon Swap
Zero Day Attack
Zero-Dividend Preferred Stock
Zero-Floor Limit
Zero-Gap Condition
Zero-Investment Portfolio
Zero Layoff Policy
Zero Liability Policy
Zero-Lot-Line House
Zero-One Integer Programming
Zero Percent
Zero Plus Tick
Zero-Proof Bookkeeping
Zero-Rated Goods
Zero-Sum Game
Zero Uptick
Zero-Volatility Spread (Z-spread)
Zeta Model
ZEW Indicator of Economic Sentiment
Zig Zag Indicator
zk-SNARK
Zombie Bank
Zombie Debt
Zombie ETF
Zombie Foreclosure
Zombie Title
Zombies
Zomma
Zone of Possible Agreement (ZOPA)
Zone of Resistance
Zone of Support
Zoning
Zoning Ordinance
Zvi Griliches
ZZZZ Best

Cash Flow Test:
Cash-basis Accounting:
Coastal Barrier Resource Area (COBRA):
Collateral:
Companion File:
Comparative Analysis:
Corporation (C-corp.):
Credit Elsewhere Test (CET):
Credit Score Test:
Current Assets:
Current Liabilities:
Days Payable:
Days Receivable:
Depreciation:
Duplicated Interest:
Economic Injury Disaster Loan (EIDL):
Extraordinary Items:
GPM%:
Guarantor:
Hardship Waiver:
Income Statement:
Injury Analysis:
Injury Period:
Lien:
Limited Liability Entities (company/partnership):
Limited Partnership:
Loan Authorization and Agreement (LA&A):
NAICS: North American Industrial Classification System.
Normal Annual Sales:
Normal Gross Margin:
Operating Leases:
P&L (Profit and Loss Statement):
Partnership:
Phase I:
Phase II:
Physical Loans:
Primary Activity:
Principal:
Projection:
SAE (Stand Alone Economic Injury Disaster Loan):

Schedule of Liabilities
S-Corporation:
Sole Proprietor:

Substantial damage
Trend Analysis: