Family Office Glossary

Navigate the world of family offices with clear explanations of key terms in our family office glossary. Understand investment, tax, estate planning, and wealth management terminology with ease.

Geometric shape
0-9
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

0-9

1-Month Treasury

0-9

1-Year Treasury

0-9

10-K Report

0-9

10-Q Report

0-9

10-Year Treasury

0-9

1031 Exchange

0-9

1040 Form

0-9

1041 Form

0-9

1042-S Form

0-9

1099-B

0-9

1099-CAP

0-9

1099-DIV

0-9

1099-INT

0-9

1099-MISC

0-9

1099-OID

0-9

1099-Q

0-9

1099-R

0-9

12b-1 Fee

0-9

2 and 20

0-9

2-Year Treasury

0-9

20-Year Treasury

0-9

3(a)(9) Exemption

0-9

3(c)(1) Fund

0-9

3(c)(7) Fund

0-9

3-Month Treasury

0-9

30-Day Yield

0-9

30-Year Treasury

0-9

30/60/10 Allocation

0-9

4% Rule

0-9

4(a)(2) Exemption

0-9

401(k)

0-9

403(b)

0-9

457 Plan

0-9

5-Year Treasury

0-9

5/25 Diversification Rule

0-9

50/30/20 Rule

0-9

52-Week Treasury

0-9

529 Plan

0-9

55/45 Portfolio

0-9

6-Month Treasury

0-9

60/40 Portfolio

0-9

7-Day Yield

0-9

7-Year Treasury

0-9

70/20/10 Rule

0-9

70/30 Portfolio

0-9

72(t) Distribution

0-9

80/20 Rule

0-9

83(b) Election

0-9

90-Day Treasury

0-9

90/10 Strategy

0-9

A-B

Abnormal Return

A

Absolute Performance Standard

A

Absolute Return

A

Absolute Value Investing

A

Account Aggregation

A

Accredited Investor

A

Accumulation Phase

A

Accumulation Trust

A

Acquisition

A

Active ETF

A

Active Management

A

Actively Managed Fund

A

Ad Valorem Tax

A

Adjusted Cost Base (ACB)

A

Adjusted Gross Income

A

Advance Directive

A

Advance Funding

A

Adverse Selection

A

Advised Assets

A

Advised Fund

A

Advisory Account

A

Advisory Fee

A

After-Tax Return

A

Age-Weighted Profit Sharing Plan

A

Alpha

A

Altcoin

A

Alternative Asset

A

Alternative Credit

A

Alternative Investments

A

Alternative Minimum Tax

A

American Depository Receipt

A

Amortization

A

Angel Investor

A

Annual Exclusion

A

Annual Report

A

Annualized Return

A

Annuitant

A

Anti-Money Laundering (AML)

A

Appraised Value

A

Appreciated Securities

A

Appreciation

A

Asset Allocation

A

Asset Class

A

Asset Management Ratio

A

Asset Pooling

A

Asset Protection

A

Asset Protection Trust (APT)

A

Asset-Liability Management

A

Assets Under Management (AUM)

A

Attorney-in-Fact

A

Automated Portfolio Rebalancing

A

Automatic Reinvestment

A

Average Cost Basis

A

Back-End Load

B

Backtesting

B

Balance Sheet

B

Balanced Fund

B

Bankruptcy

B

Barbell Strategy

B

Basis Point

B

Basis Risk

B

Bear Market

B

Bear Spread

B

Benchmark

B

Beneficial Owner

B

Beneficiary

B

Beta

B

Bid-Ask Spread

B

Blind Trust

B

Block Trade

B

Blue Sky Laws

B

Blue-Chip Stock

B

Bond

B

Bond Covenant

B

Bond Duration

B

Bond Equivalent Yield

B

Bond Fund

B

Bond Indenture

B

Bond Ladder

B

Bond Rating

B

Bond Swap

B

Bond Yield

B

Book Value

B

Book-to-Market Ratio

B

Bottom-Up Investing

B

Boutique Firm

B

Bracket Creep

B

Breakpoint

B

Bridge Loan

B

Broker-Dealer

B

Brokerage Account

B

Bull Market

B

Business Cycle

B

Business Risk

B

Business Valuation

B

Buy-Side

B

Buy-and-Hold

B

Buyback

B

Bylaws

B

C-D

Call Option

C

Callable Bond

C

Capital Appreciation

C

Capital Asset Pricing Model

C

Capital Expenditure

C

Capital Gain Distribution

C

Capital Gains

C

Capital Loss

C

Capital Market

C

Capital Structure

C

Cash Conversion Cycle

C

Cash Dividend

C

Cash Equivalent

C

Cash Flow

C

Cash Flow Statement

C

Cash Management

C

Cash Reserve

C

Certified Financial Planner

C

Chartered Financial Analyst

C

Closed-End Fund

C

Collateral

C

Collateralized Debt Obligation

C

Collective Investment Scheme

C

Commingled Fund

C

Common Stock

C

Compound Annual Growth Rate

C

Compound Interest

C

Contingent Beneficiary

C

Contingent Deferred Sales Charge

C

Convertible Bond

C

Convertible Preferred Stock

C

Core Holding

C

Core-Satellite Strategy

C

Corporate Bond

C

Correlation

C

Cost Basis

C

Cost of Capital

C

Counterparty Risk

C

Credit Default Swap

C

Credit Rating

C

Credit Risk

C

Credit Spread

C

Cross-Sectional Analysis

C

Cumulative Preferred Stock

C

Cumulative Return

C

Currency Risk

C

Current Ratio

C

Current Yield

C

Custodial Account

C

Custodian

C

Cyclical Stock

C

Day Trading

D

Debt Financing

D

Debt Instrument

D

Debt Restructuring

D

Debt Security

D

Debt Service

D

Debt-to-Equity Ratio

D

Debt-to-Income Ratio

D

Default Risk

D

Defensive Stock

D

Deferred Annuity

D

Defined Benefit Plan

D

Defined Contribution Plan

D

Deflation

D

Delaware Statutory Trust

D

Depreciation

D

Derivative

D

Derivative Contract

D

Direct Indexing

D

Direct Participation Program

D

Discount Bond

D

Discount Rate

D

Discounted Cash Flow

D

Discretionary Account

D

Discretionary Income

D

Discretionary Trust

D

Disinflation

D

Distressed Securities

D

Distribution

D

Distribution Yield

D

Diversification

D

Dividend

D

Dividend Aristocrat

D

Dividend Capture

D

Dividend Discount Model

D

Dividend Growth

D

Dividend Payout Ratio

D

Dividend Policy

D

Dividend Reinvestment Plan

D

Dividend Yield

D

Dollar Duration

D

Dollar-Cost Averaging

D

Donor-Advised Fund

D

Downside Protection

D

Downside Risk

D

Drawdown

D

Dual-Class Stock

D

Due Diligence

D

Duration

D

E-F

Earnings Before Interest and Taxes

E

Earnings Per Share

E

Earnings Yield

E

Economic Cycle

E

Economic Indicator

E

Economic Moat

E

Efficient Frontier

E

Efficient Market Hypothesis

E

Embedded Option

E

Emerging Market Bond

E

Emerging Markets

E

Employee Stock Option

E

Endowment

E

Endowment Model

E

Enhanced Indexing

E

Environmental

E

Equity

E

Equity Beta

E

Equity Capital

E

Equity Compensation

E

Equity Crowdfunding

E

Equity Financing

E

Equity Fund

E

Equity Income

E

Equity Index

E

Equity Option

E

Equity Research

E

Equity Risk Premium

E

Equity Swap

E

Equity Valuation

E

Equity-Linked Note

E

Equity-Linked Security

E

Estate Planning

E

Estate Tax

E

Eurobond

E

Event-Driven Investing

E

Ex-Dividend Date

E

Excess Return

E

Exchange Fund

E

Exchange-Traded Fund

E

Exchange-Traded Note

E

Executor

E

Exempt Security

E

Exit Strategy

E

Expected Return

E

Expected Value

E

Expense Cap

E

Expense Management

E

Expense Ratio

E

Extended Duration

E

External Manager

E

Factor Investing

F

Fair Value

F

Fallen Angel

F

Family Office

F

Fee Structure

F

Fee-Based Advisor

F

Fee-Only Advisor

F

Fiduciary

F

Fiduciary Duty

F

Fiduciary Rule

F

Fiduciary Standard

F

Financial Advisor

F

Financial Intermediary

F

Financial Leverage

F

Financial Modeling

F

Financial Plan

F

Financial Planner

F

Financial Ratio

F

Financial Risk

F

Financial Statement

F

Fixed Annuity

F

Fixed Income

F

Fixed-Income Security

F

Fixed-Rate Bond

F

Flexible Spending Account

F

Float

F

Floating Rate Note

F

Floating Stock

F

Foreign Bond

F

Foreign Direct Investment

F

Foreign Exchange

F

Forward Contract

F

Forward P/E

F

Fractional Share

F

Franchise Value

F

Free Cash Flow

F

Front-End Load

F

Frontier Market

F

Fund Accounting

F

Fund Allocation

F

Fund Benchmark

F

Fund Expense

F

Fund Flow

F

Fund Manager

F

Fund Performance

F

Fund Strategy

F

Fund Turnover

F

Fund of Funds

F

Fundamental Analysis

F

G-H

General Ledger

G

General Obligation Bond

G

General Partner

G

Gift Planning

G

Gift Tax

G

Gift Trust

G

Global Allocation Fund

G

Global Bond

G

Global ETF

G

Global Equity

G

Global Fund

G

Global Investment

G

Global Macro

G

Global Market

G

Global Portfolio

G

Globalization

G

Government Bond

G

Government Security

G

Government-Sponsored Enterprise

G

Grantor Trust

G

Green Bond

G

Green Investing

G

Gross Asset Value

G

Gross Domestic Product

G

Gross Expense Ratio

G

Gross Income

G

Gross Margin

G

Gross Net Worth

G

Gross Profit

G

Gross Return

G

Gross Revenue

G

Gross Yield

G

Group Annuity

G

Growth Equity

G

Growth Fund

G

Growth Investing

G

Growth Potential

G

Growth Rate

G

Growth Stock

G

Growth and Income Fund

G

Growth at a Reasonable Price

G

Guaranteed Death Benefit

G

Guaranteed Income

G

Guaranteed Investment

G

Guaranteed Investment Contract

G

Guaranteed Lifetime Withdrawal Benefit

G

Guaranteed Minimum Accumulation Benefit

G

Guaranteed Minimum Income Benefit

G

Guaranteed Return

G

Guardianship

G

Guardrail Strategy

G

Hard Asset

H

Hard Call Protection

H

Health Care Proxy

H

Health Savings Account

H

Hedge Accounting

H

Hedge Clause

H

Hedge Fund

H

Hedge Fund Manager

H

Hedge Fund Strategy

H

Hedge Portfolio

H

Hedge Position

H

Hedge Ratio

H

Hedge Ratio Analysis

H

Hedge Strategy

H

Hedged ETF

H

High-Conviction Investing

H

High-Dividend Stock

H

High-Frequency Trading

H

High-Grade Bond

H

High-Growth Stock

H

High-Liquidity Asset

H

High-Net-Worth Individual

H

High-Net-Worth Portfolio

H

High-Risk Investment

H

High-Volatility Stock

H

High-Water Mark

H

High-Yield Bond

H

High-Yield Fund

H

Historical Beta

H

Historical Correlation

H

Historical Performance

H

Historical Return

H

Historical Volatility

H

Historical Yield

H

Holding Company

H

Holding Period

H

Holding Period Return

H

Home Bias

H

Home Equity

H

Horizon Analysis

H

Hot Issue

H

Household Income

H

Household Wealth

H

Hurdle Rate

H

Hybrid Annuity

H

Hybrid Bond

H

Hybrid Debt

H

Hybrid Fund

H

Hybrid Investment

H

I-J

Illiquid Asset

I

Illiquid Investment

I

Illiquidity Premium

I

In-The-Money

I

Income Allocation

I

Income Bond

I

Income Distribution

I

Income Fund

I

Income Investing

I

Income Statement

I

Income Stream

I

Income Tax

I

Income Yield

I

Index Fund

I

Index Option

I

Index Tracking

I

Indexed Annuity

I

Individual Retirement Account

I

Inflation Hedge

I

Inflation Risk

I

Inflation-Linked Bond

I

Initial Public Offering

I

Interest Coverage

I

Interest Income

I

Interest Rate

I

Interest Rate Risk

I

Interest Rate Swap

I

Intermarket Analysis

I

International Bond

I

International Equity

I

International Fund

I

Intrinsic Value

I

Investment Account

I

Investment Advisor

I

Investment Analysis

I

Investment Banking

I

Investment Benchmark

I

Investment Committee

I

Investment Grade

I

Investment Horizon

I

Investment Management

I

Investment Objective

I

Investment Performance

I

Investment Policy Statement

I

Investment Portfolio

I

Investment Return

I

Investment Risk

I

Investment Strategy

I

Investment Style

I

Investment Trust

I

Investment Vehicle

I

Joint Account

J

Joint Agreement

J

Joint Annuity

J

Joint Asset

J

Joint Beneficiary

J

Joint Bond

J

Joint Custody Account

J

Joint Fund

J

Joint Investment

J

Joint Liability

J

Joint Life Insurance

J

Joint Mortgage

J

Joint Ownership

J

Joint Portfolio

J

Joint Return

J

Joint Stock Company

J

Joint Tenancy

J

Joint Tenancy Agreement

J

Joint Tenants with Right of Survivorship

J

Joint Trust

J

Joint Venture

J

Joint and Survivor Annuity

J

Judgment Creditor

J

Judgment Debt

J

Judgment Interest

J

Judgment Lien

J

Judgment Priority

J

Judgment Settlement

J

Judicial Foreclosure

J

Jumbo CD

J

Junior Bond

J

Junior Capital

J

Junior Debt

J

Junior Equity

J

Junior Lien

J

Junior Note

J

Junior Preferred Stock

J

Junior Security

J

Junk Bond

J

Junk Debt

J

Junk Investment

J

Junk Portfolio

J

Junk Rating

J

Junk Status

J

Jurisdiction

J

Just-In-Time Funding

J

Justified Earnings

J

Justified P/E

J

Justified Price

J

K-L

K-1 Form

K

Keogh Plan

K

Key Account

K

Key Advisor

K

Key Allocation

K

Key Annuity

K

Key Asset

K

Key Beneficiary

K

Key Bond

K

Key Capital

K

Key Client

K

Key Dividend

K

Key Equity

K

Key Fund

K

Key Income

K

Key Investment

K

Key Liability

K

Key Man Clause

K

Key Metric

K

Key Performance

K

Key Performance Indicator

K

Key Person Insurance

K

Key Portfolio

K

Key Rate

K

Key Rate Duration

K

Key Ratio

K

Key Return

K

Key Risk

K

Key Security

K

Key Stakeholder

K

Key Tax

K

Key Trust

K

Key Yield

K

Keynesian Economics

K

Keynesian Theory

K

Keystone Account

K

Keystone Fund

K

Keystone Investment

K

Keystone Portfolio

K

Keystone Strategy

K

Kicker

K

Kiddie Tax

K

Kilobyte of Risk

K

Knock-In Option

K

Knock-Out Option

K

Know Your Client

K

Know Your Customer

K

Knowledge Asset

K

Knowledge Capital

K

Knowledge Economy

K

Knowledge Management

K

Knowledge Wealth

K

Laddering

L

Large-Cap Stock

L

Legacy Asset

L

Legacy Planning

L

Legal Entity

L

Leverage

L

Leverage Ratio

L

Leveraged Buyout

L

Leveraged ETF

L

Leveraged Investment

L

Leveraged Loan

L

Liability Management

L

Life Annuity

L

Life Expectancy

L

Life Income Fund

L

Life Insurance

L

Life Settlement

L

Limit Order

L

Limited Liability

L

Limited Partnership

L

Liquidity

L

Liquidity Buffer

L

Liquidity Coverage Ratio

L

Liquidity Event

L

Liquidity Management

L

Liquidity Pool

L

Liquidity Premium

L

Liquidity Ratio

L

Liquidity Risk

L

Liquidity Trap

L

Listed Option

L

Listed Security

L

Load Fund

L

Loan Syndication

L

Loan-to-Value Ratio

L

Long Bond

L

Long Position

L

Long-Short Strategy

L

Long-Term Bond

L

Long-Term Capital Gain

L

Long-Term Care Insurance

L

Long-Term Growth

L

Long-Term Investment

L

Long-Term Yield

L

Longevity Risk

L

Loss Aversion

L

Loss Carryforward

L

Loss Mitigation

L

M-N

Managed Account

M

Management Company

M

Management Fee

M

Management Style

M

Margin Account

M

Margin Call

M

Margin Debt

M

Market Beta

M

Market Capitalization

M

Market Cycle

M

Market Depth

M

Market Exposure

M

Market Index

M

Market Liquidity

M

Market Maker

M

Market Neutral

M

Market Order

M

Market Portfolio

M

Market Proxy

M

Market Risk

M

Market Segment

M

Market Sentiment

M

Market Timing

M

Market Value

M

Market Volatility

M

Maturity Date

M

Maturity Value

M

Mid-Cap Stock

M

Modern Portfolio Theory

M

Modified Duration

M

Momentum Investing

M

Money Flow

M

Money Manager

M

Money Market Account

M

Money Market Fund

M

Money Market Instrument

M

Money Market Yield

M

Money Supply

M

Monte Carlo Analysis

M

Monte Carlo Simulation

M

Mortgage Rate

M

Mortgage-Backed Security

M

Multi-Asset Class

M

Multi-Asset Fund

M

Multi-Cap Fund

M

Multi-Factor Model

M

Multi-Manager Fund

M

Multi-Strategy Fund

M

Municipal Bond

M

Municipal Bond Fund

M

Mutual Fund

M

Naked Option

N

Naked Short

N

Net Asset

N

Net Asset Base

N

Net Asset Value

N

Net Capital

N

Net Cash Flow

N

Net Equity

N

Net Income

N

Net Income After Taxes

N

Net Interest Margin

N

Net Investment Income

N

Net Loss

N

Net Margin

N

Net Operating Income

N

Net Operating Margin

N

Net Present Value

N

Net Profit

N

Net Return

N

Net Revenue

N

Net Worth

N

Net Worth Statement

N

Net Yield

N

No-Load Fund

N

Nominal Growth

N

Nominal Income

N

Nominal Interest Rate

N

Nominal Rate

N

Nominal Return

N

Nominal Value

N

Nominal Yield

N

Non-Accredited Investor

N

Non-Callable Bond

N

Non-Callable Security

N

Non-Convertible Bond

N

Non-Cumulative Preferred Stock

N

Non-Deliverable Forward

N

Non-Discretionary Account

N

Non-Discretionary Trust

N

Non-Diversifiable Risk

N

Non-Diversified Fund

N

Non-Liquid Asset

N

Non-Qualified Annuity

N

Non-Qualified Plan

N

Non-Recourse Loan

N

Non-Recurring Gain

N

Non-Registered Security

N

Non-Resident Alien

N

Non-Systematic Risk

N

O-P

Offshore Account

O

Offshore Fund

O

Offshore Investment

O

Offshore Portfolio

O

Offshore Trust

O

Open-End Fund

O

Operating Cash Flow

O

Operating Expense

O

Operating Income

O

Operating Leverage

O

Operating Margin

O

Operating Margin Ratio

O

Operating Profit

O

Operating Ratio

O

Operating Return

O

Operating Revenue

O

Opportunity Cost

O

Optimal Allocation

O

Optimal Portfolio

O

Option

O

Option Chain

O

Option Contract

O

Option Delta

O

Option Exercise

O

Option Gamma

O

Option Holder

O

Option Liquidity

O

Option Premium

O

Option Pricing

O

Option Spread

O

Option Strategy

O

Option Theta

O

Option Vega

O

Option Writer

O

Order Flow

O

Out-of-the-Money

O

Outperformance

O

Outperformance Fee

O

Outright Purchase

O

Over-the-Counter

O

Over-the-Counter Market

O

Overbought

O

Overcollateralization

O

Overdraft

O

Overfunding

O

Overlay Strategy

O

Overleveraged

O

Oversold

O

Overvalued

O

Overvalued Stock

O

Overweight

O

Passive Income

P

Passive Investing

P

Passive Management

P

Passive Strategy

P

Pension Plan

P

Performance Attribution

P

Performance Benchmark

P

Performance Fee

P

Performance Metric

P

Performance Review

P

Pooled Fund

P

Portfolio

P

Portfolio Allocation

P

Portfolio Beta

P

Portfolio Diversification

P

Portfolio Income

P

Portfolio Manager

P

Portfolio Optimization

P

Portfolio Rebalancing

P

Portfolio Return

P

Portfolio Risk

P

Portfolio Turnover

P

Preferred Stock

P

Price Appreciation

P

Price Discovery

P

Price Index

P

Price Momentum

P

Price Return

P

Price Target

P

Price Volatility

P

Price-to-Book Ratio

P

Price-to-Earnings Ratio

P

Price-to-Sales Ratio

P

Principal

P

Principal Payment

P

Principal-Protected Note

P

Private Capital

P

Private Debt

P

Private Equity

P

Private Fund

P

Private Investment

P

Private Market

P

Private Placement

P

Private Portfolio

P

Private Wealth

P

Profit Margin

P

Prospectus

P

Public Offering

P

Put Bond

P

Q-R

Qualified Account

Q

Qualified Annuity

Q

Qualified Asset

Q

Qualified Beneficiary

Q

Qualified Capital

Q

Qualified Dividend

Q

Qualified Domestic Trust

Q

Qualified Equity

Q

Qualified Fund

Q

Qualified Income

Q

Qualified Institutional Buyer

Q

Qualified Investment

Q

Qualified Plan

Q

Qualified Plan Distribution

Q

Qualified Portfolio

Q

Qualified Retirement Plan

Q

Qualified Return

Q

Qualified Security

Q

Qualified Tax

Q

Qualified Trust

Q

Quality Spread

Q

Quantitative Analysis

Q

Quantitative Approach

Q

Quantitative Benchmark

Q

Quantitative Easing

Q

Quantitative Factor

Q

Quantitative Finance

Q

Quantitative Fund

Q

Quantitative Investing

Q

Quantitative Model

Q

Quantitative Portfolio

Q

Quantitative Research

Q

Quantitative Risk

Q

Quantitative Strategy

Q

Quantitative Trading

Q

Quantitative Valuation

Q

Quarterly Allocation

Q

Quarterly Dividend

Q

Quarterly Income

Q

Quarterly Performance

Q

Quarterly Report

Q

Quarterly Review

Q

Quarterly Statement

Q

Quarterly Yield

Q

Quartile Ranking

Q

Quote Currency

Q

Quote Price

Q

Quote Spread

Q

Quote System

Q

Quote-Driven Market

Q

Quoted Price

Q

Real Asset

R

Real Estate Fund

R

Real Estate Investment Trust

R

Real Estate Portfolio

R

Real Income

R

Real Property

R

Real Return

R

Real Yield

R

Relative Performance

R

Relative Return

R

Relative Risk

R

Relative Strength

R

Relative Strength Index

R

Relative Value

R

Retirement Account

R

Retirement Fund

R

Retirement Income

R

Retirement Plan

R

Retirement Portfolio

R

Retirement Savings

R

Return Metric

R

Return Ratio

R

Return Target

R

Return on Assets

R

Return on Capital

R

Return on Equity

R

Return on Investment

R

Revenue Bond

R

Revenue Growth

R

Revenue Share

R

Revenue Stream

R

Revenue Yield

R

Risk Allocation

R

Risk Assessment

R

Risk Aversion

R

Risk Budgeting

R

Risk Control

R

Risk Exposure

R

Risk Factor

R

Risk Management

R

Risk Mitigation

R

Risk Parity

R

Risk Premium

R

Risk Profile

R

Risk Tolerance

R

Risk-Adjusted Return

R

Risk-Return Tradeoff

R

Robo-Advisor

R

Rollover IRA

R

S-T

Secondary Market

S

Sector Fund

S

Sector Rotation

S

Secured Bond

S

Secured Debt

S

Securities Act

S

Securities Broker

S

Securities Lending

S

Security Selection

S

Separately Managed Account

S

Sharpe Ratio

S

Short Position

S

Short Selling

S

Short-Term Bond

S

Short-Term Gain

S

Short-Term Investment

S

Short-Term Yield

S

Sinking Fund

S

Small-Cap Stock

S

Socially Responsible Investing

S

Sovereign Bond

S

Sovereign Risk

S

Sovereign Wealth Fund

S

Stable Value Fund

S

Standard Deviation

S

Statistical Arbitrage

S

Stock Dividend

S

Stock Fund

S

Stock Index

S

Stock Market

S

Stock Option

S

Stock Portfolio

S

Stock Screener

S

Stock Split

S

Stock Valuation

S

Strategic Allocation

S

Strategic Asset Allocation

S

Strategic Investing

S

Strategic Portfolio

S

Structured Note

S

Structured Product

S

Sub-Advised Fund

S

Sub-Asset Class

S

Subordinated Debt

S

Sustainable Investing

S

Swap Contract

S

Synthetic Asset

S

Synthetic ETF

S

Synthetic Option

S

Systematic Investment Plan

S

Systematic Risk

S

Tactical Allocation

T

Tactical Asset Allocation

T

Tactical Investing

T

Target Allocation

T

Target Portfolio

T

Target Return

T

Target Risk Fund

T

Target Yield

T

Target-Date Fund

T

Tax Bracket

T

Tax Credit

T

Tax Deduction

T

Tax Efficiency

T

Tax Liability

T

Tax Planning

T

Tax Shield

T

Tax Strategy

T

Tax-Advantaged

T

Tax-Deferred

T

Tax-Deferred Account

T

Tax-Exempt Bond

T

Tax-Loss Harvesting

T

Taxable Account

T

Taxable Event

T

Taxable Income

T

Technical Analysis

T

Top-Down Investing

T

Total Asset

T

Total Expense Ratio

T

Total Income

T

Total Investment

T

Total Portfolio

T

Total Return

T

Total Return Swap

T

Total Yield

T

Treasury Bill

T

Treasury Bond

T

Treasury Curve

T

Treasury Inflation-Protected Security

T

Treasury Market

T

Treasury Note

T

Treasury Rate

T

Treasury Security

T

Treasury Yield

T

Trust

T

Trust Account

T

Trust Deed

T

Trust Fund

T

Trust Income

T

U-V

Ultra-High-Net-Worth Individual

U

Umbrella Fund

U

Unconstrained Bond

U

Unconstrained Investing

U

Unconstrained Portfolio

U

Unconstrained Strategy

U

Underlying Asset

U

Underlying Bond

U

Underlying Fund

U

Underlying Index

U

Underlying Option

U

Underlying Portfolio

U

Underlying Security

U

Underlying Stock

U

Underlying Value

U

Underweight

U

Underwriting

U

Unified Managed Account

U

Uniform Gifts to Minors Act

U

Uniform Investment Adviser Law

U

Uniform Prudent Investor Act

U

Uniform Securities Act

U

Uniform Transfers to Minors Act

U

Uniform Trust Code

U

Unit Investment Trust

U

Unit Price

U

Unit Trust

U

Unit Valuation

U

Unitized Fund

U

Unleveraged Beta

U

Unleveraged Fund

U

Unleveraged Portfolio

U

Unleveraged Return

U

Unlisted Security

U

Unrealized Capital Gain

U

Unrealized Gain

U

Unrealized Income

U

Unrealized Loss

U

Unrealized Profit

U

Unrealized Return

U

Unsecured Bond

U

Unsecured Credit

U

Unsecured Debt

U

Unsecured Loan

U

Unsecured Note

U

Unsystematic Risk

U

Upside Capture

U

Upside Potential

U

Upside Ratio

U

Upside Risk

U

Upstream Investment

U

Valuation

V

Valuation Analysis

V

Valuation Method

V

Valuation Metric

V

Valuation Model

V

Valuation Ratio

V

Value Benchmark

V

Value Fund

V

Value Index

V

Value Investing

V

Value Portfolio

V

Value Stock

V

Value Strategy

V

Value at Risk

V

Variable Annuity

V

Variable Annuity Contract

V

Variable Bond

V

Variable Cost

V

Variable Expense

V

Variable Income

V

Variable Life Insurance

V

Variable Rate

V

Variable Rate Bond

V

Variable Return

V

Variable Yield

V

Venture Capital

V

Venture Fund

V

Venture Investment

V

Venture Portfolio

V

Venture Strategy

V

Vested Account

V

Vested Asset

V

Vested Benefit

V

Vested Interest

V

Vesting

V

Volatility

V

Volatility Arbitrage

V

Volatility Exposure

V

Volatility Index

V

Volatility Measure

V

Volatility Premium

V

Volatility Risk

V

Volatility Skew

V

Volatility Smile

V

Volatility Swap

V

Volatility Trading

V

Voting Proxy

V

Voting Rights

V

Voting Share

V

W-X

Warrant

W

Wealth Accumulation

W

Wealth Advisor

W

Wealth Allocation

W

Wealth Benchmark

W

Wealth Distribution

W

Wealth Fund

W

Wealth Growth

W

Wealth Management

W

Wealth Optimization

W

Wealth Planning

W

Wealth Portfolio

W

Wealth Preservation

W

Wealth Protection

W

Wealth Security

W

Wealth Strategy

W

Wealth Succession

W

Wealth Transfer

W

Weighted Asset

W

Weighted Average

W

Weighted Average Cost of Capital

W

Weighted Beta

W

Weighted Cost

W

Weighted Exposure

W

Weighted Index

W

Weighted Metric

W

Weighted Performance

W

Weighted Portfolio

W

Weighted Return

W

Weighted Return Ratio

W

Weighted Risk

W

Weighted Value

W

Weighted Yield

W

White Paper

W

Whole Life Insurance

W

Will

W

Will Trust

W

Wilshire 5000 Index

W

Withdrawal Account

W

Withdrawal Limit

W

Withdrawal Penalty

W

Withdrawal Plan

W

Withdrawal Rate

W

Withdrawal Schedule

W

Withdrawal Strategy

W

Working Asset

W

Working Capital

W

Working Fund

W

Working Income

W

Working Portfolio

W

Wrap Account

W

Write-Down

W

Write-Off

W

XBRL

X

XRT

X

Xenocurrency

X

Xetra

X

Y-Z

Yankee Asset

Y

Yankee Bond

Y

Yankee CD

Y

Yankee Debt

Y

Yankee Dollar

Y

Yankee Equity

Y

Yankee Fund

Y

Yankee Investment

Y

Yankee Market

Y

Yankee Portfolio

Y

Yankee Security

Y

Year-End Asset

Y

Year-End Distribution

Y

Year-End Dividend

Y

Year-End Income

Y

Year-End Portfolio

Y

Year-End Report

Y

Year-End Return

Y

Year-End Statement

Y

Year-End Tax

Y

Year-End Value

Y

Year-to-Date Return

Y

Yearly Allocation

Y

Yearly Dividend

Y

Yearly Growth

Y

Yearly Income

Y

Yearly Performance

Y

Yearly Return

Y

Yearly Statement

Y

Yearly Yield

Y

Yield

Y

Yield Advantage

Y

Yield Analysis

Y

Yield Benchmark

Y

Yield Compression

Y

Yield Curve

Y

Yield Curve Analysis

Y

Yield Curve Slope

Y

Yield Differential

Y

Yield Enhancement

Y

Yield Forecast

Y

Yield Optimization

Y

Yield Pickup

Y

Yield Projection

Y

Yield Ratio

Y

Yield Spread

Y

Yield Strategy

Y

Yield Target

Y

Yield Trend

Y

Yield Volatility

Y

Yield to Maturity

Y

Yield-to-Call

Y

Z-Score

Z

Z-Share

Z

Zero-Basis Risk

Z

Zero-Beta Asset

Z

Zero-Beta Fund

Z

Zero-Beta Investment

Z

Zero-Beta Portfolio

Z

Zero-Beta Strategy

Z

Zero-Cost Collar

Z

Zero-Cost Option

Z

Zero-Cost Portfolio

Z

Zero-Cost Strategy

Z

Zero-Coupon Bond

Z

Zero-Coupon Bond Yield

Z

Zero-Coupon Investment

Z

Zero-Coupon Note

Z

Zero-Coupon Portfolio

Z

Zero-Coupon Rate

Z

Zero-Coupon Security

Z

Zero-Coupon Treasury

Z

Zero-Coupon Yield

Z

Zero-Dividend Preference

Z

Zero-Dividend Security

Z

Zero-Dividend Stock

Z

Zero-Dividend Yield

Z

Zero-Exposure Asset

Z

Zero-Exposure Fund

Z

Zero-Exposure Portfolio

Z

Zero-Exposure Security

Z

Zero-Growth Fund

Z

Zero-Growth Investment

Z

Zero-Growth Portfolio

Z

Zero-Growth Stock

Z

Zero-Rate Bond

Z

Zero-Rate Investment

Z

Zero-Rate Security

Z

Zero-Rate Yield

Z

Zero-Risk Asset

Z

Zero-Risk Fund

Z

Zero-Risk Investment

Z

Zero-Risk Portfolio

Z

Zero-Risk Security

Z

Zero-Sum Game

Z

Zero-Sum Investment

Z

Zero-Sum Portfolio

Z

Zero-Sum Strategy

Z

Zero-Volatility Bond

Z

Zero-Volatility Portfolio

Z

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