The Financial Dictionary

1031 Exchange

2008 Financial Crisis

401(k) 403(b)

529 Plan

AAA Accounts Receivable Accredited Investor ACH Transfer Acquire Affiliate Income Age-Weighted AGI (Adjusted Gross Income) Altcoin Amortization Angel Investor Annuity Appreciation APR (Annual Percentage Rate) or APY (Annual Percentage Yield) Arbitrage ARM (Adjustable Rate Mortgage) Asset Asset Allocation Assets Under Management Automatic Bank Account Transfer

B2B B2C Balance Sheet Bandwidth Bank Account Bankruptcy Basis Point Bearish Beneficiary Beta Beta Test Bitcoin Black Swan Blockchain Blog Income Blue Chip Bond Bond ETF Bond Fund Bond Index Fund Book Value Bottom Line Brand Break-Even Point Broker Brokerage Account Brokered CD Bubble Budget Buffett, Warren Bullish Bulls/Bears Burn Rate Business Development Business Owner Policies Business Plan Buy-in

C Corp C-Suite Call/Put Options Capital Investment Capital “Cap” Gains Capitalism Capitalization Carried Interest Carve Out Cash Flow Cash Flow Positive Cash Management Bill Cash Reserves CEO Certificate of Deposit CFO Click-through rate (CTR) Closeouts Cloud Computing CMO COBRA Collateral Commodities Commodity Common Stock Compensation Compound Annual Growth Rate (CAGR) Compound Interest Concentration Consumer Acquisition Contract, at-will Contract, implied Copyright Corporate Bond Corporate entrepreneur Corporation Cost-benefit analysis Coupon Payment CPA (Certified Public Accountant) CPI (Consumer Price Index) Credit Card Credit Report Credit Score Credit Union CRO Cross-Testing Crowdfunding Crowdsourcing CTO Currency

Day Trader Debit Card Debt Debt-to-Income Ratio Deck Deductible Deduction Default Deferment Deficit Finance Defined Benefit Plan Deflation Deliverable Delta Demographic Dependent Depreciation Depression Derivative Dilute Dip Direct Reports Directors and Officers Insurance Discount Brokerage Disrupt Diversification Dividend Dividend Income Dodd-Frank Wall Street Reform and Consumer Protection Act Dollar-Cost Averaging Domestic Partnership Dot-Com Bubble Double Taxation Dow Jones Industrial Average Dow, The Downside Drop Ship Duck Duration

E-mail Marketing Service EAFE Eagle EAR (Effective Annual Rate) Earned Income Earnings EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) EIN (Employee Identification Number) Elevator Pitch EQ (Emotional Intelligence) Equity Escrow Estate Estimated Taxes ETF (Exchange-Traded Fund) Executive Compensation Exemption Exit Strategy Expense Ratio

Fair Market Value FDIC Fed Funds Rate Federal Reserve FICO Score Fiduciary Financial Advisor Financial Planner Finder’s Fee FINRA Fintech Fire Sale Fiscal Policy Fiscal Year (FY) Fixed Annuity Fixed Costs Fixed Income Fixed Index Annuity (FIA) Flight to Safety FOMO Foreclosure Forex Form 1040 Founder Franchise FRM (Fixed-Rate Mortgage) Front-End Ratio FSA (Flexible Spending Account) Full-Service Brokerage Fundamental Analysis Funding Round Funemployment Futures

GDP General Partner Glide Path Global Fund Going Public Golden Parachute Goodwill Google AdWords Great Recession Green Mortgage Gross Gross Income Gross Margin Growth Stocks

Headhunter Health Savings Account (HSA) Hedge Hedge Fund High Yield High-Frequency Trading Home Equity Line of Credit Home Equity Loan Hostile Takeover

In the Black In the Blank In the Red Income Tax Index Index Fund Individual Retirement Account (IRA) Inflation Influencer Initial Public Offering (IPO) Innovation Lab Institutional Investors Instrument Interest Interest Income Interest Rate Risk Interest-Only Mortgage Intern Internal Rate of Return (IRR) International Fund Internship Investment Advisor Representative (IAR) Investment Bank Investment Horizon IQ IRS (Internal Revenue Service) Itemized Deduction Iterate

Joint Account Joint Venture Jumbo CD

Key (wo)man insurance Key Rate Keywords Knowledge Capital

Large-Cap Large-Cap Growth Fund Large-Cap Value Fund Leading Indicator Leverage Liability LIBOR Licensing Income Life Insurance Lifecycle Fund Lifestyle Creep Limited Liability Company (LLC) Limited Partner Liquid/No-Penalty CD Liquidate Liquidity Liquidity Event Living Trust LLP Loan Loan-out Corporation Long Long-Term Capital Gain

M & A Macro Macroeconomics Margin Margin Call Market Risk Market Share Market-Linked CD Mass e-mail Senders Maturity Date MBA Media Income Medium-Cap Fund Mentor Micro Microeconomics Minimum Viable Product Mission Statement Mom-and-Pop Mompreneur Monetary Policy Money Market Account Money Market Fund Money Market Savings Account Money Purchase Plan Mortgage Multilevel Marketing Income Municipal Bond Mutual Fund

NASDAQ National Credit Union Administration Negative-Amortization Loan Net Net Income Net Worth Network Networking New Comparability New York Stock Exchange (NYSE) Noncompete Nondisclosure Agreement (NDA) Nonqualified Account Nonsolicitation

On Brand Operating Costs Opportunity Cost Option Ordinary Income Outsourcing Overleveraged Overweight

P&L Statement P/E Ratio Paper Par Value Partnership, Limited Patent Paycheck Protection Program (PPP) Loan Payroll Savings Plan Pension Permanent Insurance Phoner PIIGS PITI Pivot Points Portfolio Preferred Stock Premium Pretax Earnings Price-to-Earnings (PE) Ratio Price-to-Rent Ratio Principal Private Equity Privately Held Business Pro Forma Pro Rata Profit and Loss Statement Profit Income Profits Proof of Concept Public Company Publicly Traded Company, aka Public Company Purchase Order Purchasing Power

QA Qualified Account Qualitative Quantitative Quarter Quarterly Earnings Report Quote

Rate of Return Ratios Real Estate Comps Real Estate Investment Trust (REIT) Rebalancing Recession Refinance Refinancing Registered Investment Advisor (RIA) Registration Rental Income Resale Income Residual Income Retail Investor Revenue Reverse Auction Risk Risk Averse Roadshow ROI (Return on Investment) Rollover Roth 401(k) Roth IRA Royalties Royalty Income Rule of 55 Rule of 72 Rule of 72 Russell 2000 Index

S Corp S&P 500 Sarbanes-Oxley Savings Account Savings Bond Savings Club Schedule C Schmuck Insurance Schtick SEC Secondary Market Secured Credit Card Secured Debt Security Seed Money SEP IRA Series A Series EE Series I Severance Share Share Economy Shareholder Short Short-Term Capital Gain Short-Term Capital Loss Side Hustle SIMPLE Simple Interest Small Business Administration (SBA) Small-Cap Fund Social Savings Club Social Security Solo 401(k) Speaking Income Standard Deduction Stickiness Stock Stock Exchange Stock Market Stock Split Stock, Common Stock, Preferred Sunk Cost Supply and Demand Sweat Equity Sweatworking Synergy

Tax Credit Tax Day Tax Deductible Tax Deduction Tax-Deferred Tax-Exempt Taxable Income Technical Analysis Term Term Life Insurance TFRP (Trust Fund Recovery Penalty) Ticker Symbol Time Value of Money Tombstone Trade Trademark Treasuries Treasury Inflation-Protected Securities (TIPS) Trust Turnover

Underwater Unhedged Unicorn Unsecured Debt

Valuation Value Company Value Stocks Variable Annuity Variable Costs Venture Attorney Venture Capital Vertical Vesting Vesting Schedule

Wage Garnishment Wall Street Journal, The Wealth Management White Knight White Space

X

Year on Year Yield Yield Curve

Zombie Company Zombie Debt