- 12(b)1 Fee
- 401(k) Plan
- 403(b) Plan
- AMEX
- ATM
- Account Maintenance Fees
- Adjustable-Rate Mortgage (ARM)
- Adjusted Gross Income (AGI)
- Administrator
- Advance Directive
- Advance Directive for Health Care
- Advance Directives for Health Care
- Advance Health Care Directive
- Allowance
- American Stock Exchange
- Amortization
- Amount Due
- Annual Fee
- Annual Percentage Rate (APR)
- Annual Percentage Yield (APY)
- Annual Report
- Annuity
- Appreciation
- Asset
- Asset Allocation
- Asset Allocation Fund
- Assets
- Attested Will
- Attorney-In-Fact
- Attorney-in-fact
- Automated Teller Machine (ATM)
- Automatic Deductions
- Automatic Investment Plan (AIP)
- Automatic Reinvestment
- Available Credit
- Average Daily Balance
- Average Daily Balance Method
- Back-End Load
- Balance
- Balance Sheet
- Balanced Fund
- Bank
- Bank Statements
- Bankruptcy
- Basis/Cost Basis
- Bear Market
- Bearer Bond (Coupon Bond)
- Before (Pre)-Tax Dollars
- Beneficiary
- Benefits
- Beta
- Billing Error
- Blank Endorsement
- Blue-Chip Stock
- Bond
- Bond Fund
- Bonus
- Borrower
- Broker
- Budget
- Budget or Spending Plan
- Bull Market
- Business
- Buy and Hold
- CD
- CPI
- Call Option
- Callable Bond
- Canceled Check
- Capacity
- Capital
- Capital Appreciation
- Capital Gain/Appreciation
- Capital Gains
- Capital Gains Distribution
- Capital Goods
- Capitalization
- Cardholder Agreement
- Cash Advance
- Cash Flow
- Cash Flow (positive)
- Cash Flow Calendar
- Cash Investments
- Cash Value
- Cash-Value Life Insurance
- Cashier's Check
- Caveat Emptor
- Central Bank
- Central Registration Depository (CRD)
- Certificate of Deposit
- Certificate of Deposit (CD)
- Certified Check
- Character
- Charge Card
- Check card
- Checkbook Register
- Checking Account
- Churning
- Class A Shares
- Class B Shares
- Class C Shares
- Closed-End Credit
- Closed-End Fund
- Co-signer
- Codicil
- Cold Calling
- Collateral
- Collectible
- Commission
- Common Stock
- Community Property
- Comparison Shopping
- Composite Indices
- Compound Interest
- Consumer
- Consumer Price Index
- Consumer Price Index (CPI)
- Contingent Liability
- Contribution
- Conversion
- Convertible Bond
- Convertible Securities
- Cooperative
- Core Holding
- Corporate Bonds
- Corporation
- Coupon Bond
- Credit
- Credit Bureau
- Credit Card
- Credit Card (Secured)
- Credit Counseling Agency
- Credit History
- Credit Limit
- Credit Report
- Credit Score
- Credit Scoring System
- Credit Union
- Creditor
- Creditworthiness
- Current Value
- Customer
- Debenture
- Debit
- Debit card
- Debt Balance
- Debt Collector
- Debt Limit (Debt-to-Income Ratio)
- Debt Load
- Debt Reduction
- Debtor
- Decedent
- Declaration
- Deductions
- Deed
- Default
- Defendant
- Defined Benefit Pension Plan
- Defined Contribution Pension Plan
- Deposit
- Depreciation
- Direct Deposit
- Direct Investments
- Direct Purchase Plans (DPPs)
- Direct Transfer
- Disability Insurance
- Discharged Debt
- Discount Broker
- Discretionary Income
- Disposable Income
- Diversification
- Dividend
- Dividend Reinvestment Plans (DRIPs)
- Dole System
- Dollar-Cost Averaging
- Dollar-cost Averaging
- Dow Jones Industrial Average
- Dow Jones Industrial Average (DJIA)
- Down Payment
- Drafts
- Due Date
- Durable Power of Attorney
- Durable Power of Attorney for Health Care
- E Bonds
- EDGAR (Electronic Data Gathering, Analysis, and Retrieval)
- EE Bonds
- ETA
- Early Withdrawal Penalties
- Earned Income
- Earned Income Tax Credit
- Earnings Per Share
- Electronic Fund Transfer Systems
- Elimination Period
- Emergency Fund
- Entity
- Equal Credit Opportunity Act (ECOA)
- Equity
- Equity Investing
- Estate
- Estate Planning
- Exchange
- Executrix
- Expenditure
- Expense Ratio
- Expenses
- Face Value
- Fair Credit Reporting Act
- Fair Market Value
- Fair and Accurate Credit Transactions Act - FACTA
- Family Balance Sheet
- Family Net Worth Statement
- Family of Funds
- Federal Deposit Insurance Corporation (FDIC)
- Federal Reserve Board
- Finance Charge
- Financial Advisers
- Financial Goals
- Financial Markets
- Financial Planning
- Financial Security: Estate Planning
- Financial Skills
- Financial Statement
- Financial Tools
- Fixed Annuity
- Fixed Expenses
- Fixed Interest Rate
- Fixed-Income Security
- Floating a Check
- Full-Service Broker
- Fundamental Analysis
- Future Value
- Futures Contract
- Futures Market
- GNMAs or Ginnie Maes
- General Obligation Bond
- General Power of Attorney
- Global Fund
- Goals
- Government Securities
- Grace Period
- Grantor
- Gross Income
- Gross Pay
- Growth Funds
- Growth Stocks
- Guaranteed Investment Contract (GIC)
- HH Bonds
- Health Care Power of Attorney
- High-Yield Fund
- Holographic Will
- I Bonds
- IRA
- IRA (Roth)
- Income
- Income Fund
- Income Statement
- Income Stocks
- Index
- Index Fund
- Individual Retirement Account (IRA)
- Inflation
- Installment Loan
- Installment Payments
- Insurance
- Insurance Claim
- Insurance Coverage
- Insurance Deductible
- Insurance Policy
- Insurance Premium
- Insurance Term
- Intangible Property
- Interest
- Interest (Borrowing)
- Interest (Saving)
- Interest Income
- Interest Rate
- Interest Rate Risk
- Intermediary
- Intestate
- Investing
- Investment
- Investment Assets
- Investment Banker
- Investment Clubs
- Investment Company
- Investment Grade
- Investment Grade Bond
- Investment Objective
- Investment Portfolio
- Investment Strategy
- Investor Services
- Irrevocable Trust
- Joint Account
- Joint Endorsement
- Joint Tenancy
- Judgment
- Junk Bonds
- Keogh Plan
- Laddering
- Late Payment Fee
- Leverage
- Liabilities
- Liability
- Lien Holder
- Life Cycle
- Life Insurance
- Limit Order
- Limited Power of Attorney
- Line of Credit
- Liquidity
- Listed Stock
- Living Will
- Load
- Loan
- Long-Term Care Insurance
- Long-Term Investing
- Management Fee
- Marginal Tax Rate
- Market
- Market Confidence
- Market Economy
- Market Order
- Market Risk
- Market Value
- Maturity
- Maturity Date
- Microcap Stock
- Minimum Monthly Payment
- Module1
- Monetary Assets
- Monetary Policy
- Money Market Account
- Money Market Fund
- Money Market Mutual Fund
- Money Order
- Monopoly
- Moody’s Investors Service
- Morningstar
- Mortgage
- Municipal Bonds
- Mutual Fund
- NASDAQ
- NOW Account
- National Credit Union Share Insurance Fund (NCUSIF)
- Needs vs. Wants
- Negotiable Instrument
- Net (“Take-Home”) Income
- Net Asset Value
- Net Income
- Net Worth
- Net Worth Statement
- New Issues Market
- New York Stock Exchange (NYSE)
- No-Load Fund
- No-Load Mutual Funds
- Note Payable
- Note Receivable
- Nuncupatative Will
- Nuncupative Will
- Online Investing
- Open-End Fund
- Open-Ended Credit
- Option
- Ordinary Income
- Over-the-Counter (OTC) Market
- Over-the-Limit Fee
- Overdraft
- Overdraft Checking
- POD (Payable on Death) Account
- Passbook Savings Account
- Past Due
- Penalty
- Penny Stock
- Penny Stocks
- Pension
- Per Capita
- Per Stirpes
- Percentage Yield
- Periodic Expenses
- Periodic Rate
- Personal Identification Number (PIN)
- Personal Representative
- Personal Spending Style
- Pledged
- Portfolio
- Portfolio Rebalancing
- Positive Cash Flow
- Post-Nuptial
- Posting Date
- Pre-Nuptial
- Predatory Lending
- Preferred Stock
- Premium
- Present Value
- Preshopping Research
- Previous Balance Method
- Price-Fixing
- Price/Earnings (P/E) Ratio
- Principal
- Probate
- Profit
- Proprietorship
- Prospectus
- Public Corporation
- Purchase Price
- Purchasing Power
- Put Option
- Real Estate Investment Trust (REIT)
- Real Income
- Real Property
- Real-Time Quotes
- Recession
- Reciprocal Immunity
- Registered Bond
- Regulation T
- Restricted Account
- Restrictive Endorsement
- Return
- Revocable Trust
- Revolving Credit
- Right of Survivorship
- Risk
- Risk Management
- Risk Tolerance
- Rollover
- Rule of 72
- Salary
- Sales Charge
- Sales Charge/Load
- Saving
- Savings Account
- Savings Bond
- Savings Incentive Match Plan for Employees (SIMPLE Plans)
- Secured Credit Card
- Secured Debt
- Securities
- Securities Investor Protection Corporation (SIPC)
- Securities and Exchange Commission (SEC)
- Security
- Self-Proving Affidavit
- Self-Proving Will
- Service Charge
- Settlor
- Share
- Share Account
- Share Draft Account
- Short-Term Investing
- Simple Interest
- Simplified Employee Pension (SEP)
- Spending Plan/Budget
- Springing Durable Power of Attorney
- Standard & Poor’s 500 Index
- Standard & Poor’s Corporation
- Standard of Living
- Stock
- Stock Exchange
- Stock Market
- Stock Split
- Stockbroker
- Stockholder
- Stop Payment Order
- Strike Price
- Substandard Grade (a.k.a. Junk) Bond
- TOD (Transferrable on Death) Account
- Tangible Assets
- Tangible Personal Property
- Tax Deferral
- Tax-Deferred
- Tax-Exempt
- Taxable Income
- Tenancy by Entirety
- Tenancy in Common
- Term Life Insurance
- Testamentary Trust
- Testator
- The Rule of 72
- Thrift Savings Plan (TSP)
- Time Value of Money
- Total Return
- Transaction Fee
- Treasuries
- Treasury Bills
- Treasury Bonds
- Treasury Notes
- Triple Witching Day
- Trust
- Trustee
- Trustor
- Turnover Rate
- U.S. Savings Bonds
- U.S. Treasury Securities
- Umbrella Liability Coverage
- Unit Investment Trust (UIT)
- Unsecured Debt
- Unsecured Loan
- Unused Credit
- Usury Laws
- Value Line
- Value Stock
- Values
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