Glossary of Family Office & Financial Terms

401(k) Plan 403(b) Plan 457 Plan 529 Plan

Absolute Measures Absolute Performance Evaluation Absolute PPP Deviation Absolute Purchasing Power Parity (Absolute PPP) Absolute Return Strategies Absolute Tracking Error Absolute Wealth Distribution Index Accounting Policies Accounts Payable Ledger Accounts Receivable Ledger Accruals Accrued Expenses Ledger Acid-Test Ratio Acquisitions Active Alpha Active Ownership in Private Equity Actual Deficit Adaptive Carhart Model Adaptive Market Hypothesis (AMH) Adaptive RSI Adjusted Annualized ROI Adjusted EBIT Adjusted EBITDA Adjusted Interest Coverage Ratio Adjusted NAV Adjusted Net Asset Method Adjusted NIM Adjusted Present Value (APV) Adjusted R-Squared Adjusted ROA Adjusted ROCE Adjusted ROE Adjusted Trial Balance Adjusting Journal Entries Adoption Credit Advanced Micro Devices (AMD) Stock Affordable Care Act (ACA) After-Tax WACC Age-Weighted Profit Sharing Plans Aged Receivables Report Aggressive Investment Strategy Agricultural ETFs Agricultural Price Floors Air-gapped Computers Algorithmic Risk Assessment Tools Algorithmic Risk Management Algorithmic Stablecoins Algorithmic Trading Allocative X-Efficiency Alpha Alpha Generation through Machine Learning Altcoins Alternative Beta Strategies Alternative Data in Investment Analysis Alternative Risk Premia Amazon (AMZN) Stock American Call Option American Callable Swap American Options Amortizing Basis Swap Amortizing Swap Analyst Recommendation-Based Strategies Anchoring Investment Strategy Angel Investing Annual Percentage Rate (APR) Annualized Cumulative ROI Annualized ROI Annuities Anonymous Reporting Mechanisms AOTC (American Opportunity Tax Credit) API Payment Gateways Apple (AAPL) Stock Applied Materials (AMAT) Stock Arbitrage Arbitrage Pricing Theory (APT) Archer Aviation (ACHR) Stock Argon2 Art and Collectibles Tokenization Artificial Intelligence in Finance (AI) Asian Options Asian Tigers ASIC-Resistant PoW Asset Allocation Asset Backed Tokenization Asset Based Valuation Asset Liability Management Asset Location Asset Turnover Ratio Asset Velocity Asset-Backed Securities (ABS) Asset-Based Turnarounds Asset-Based Valuation AST SpaceMobile (ASTS) Stock Atomic Swaps Attribution Analysis Audit Committees Audit Trail AUM (Assets Under Management) Australian Securities and Investments Commission (ASIC) Authenticator Apps Auto Loan ABS Auto Loans Automated Ledger Automated Market Makers (AMMs) Automated Payroll Systems Automated Trading Systems AutoRegressive Integrated Moving Average (ARIMA) Average Cost of Capital Average Directional Index (ADX) Average Hourly Earnings Average True Range (ATR)

Back-End Ratio Backdoor Roth IRA Balance of Payments Balance Sheet Balance Sheet Vertical Analysis Balanced Funds Balanced Investment Strategy Balanced Portfolio Strategy Balanced Scorecard (BSC) Balloon Amortizing Swap Balloon Payment Loan Bank for International Settlements (BIS) Bank Loans and Syndicated Loans Bank of England (BoE) Bank Reconciliation Statements Bank Secrecy Act (BSA) Banking-as-a-Service (BaaS) Providers Bankruptcy Bankruptcy Claims Barbell Strategy Barrier Options Basel Committee on Banking Supervision (BCBS) Basic EPS Basic Interest Coverage Ratio Basis Point Basis Rate Swaps Basis Swap Basket Commodity XTNs Bearish Breakouts Bearish Market Behavioral Biases Behavioral Investment Strategies Behavioral Investment Theory Behavioral Microstructure Behavioral Portfolio Management Behavioral Portfolio Optimization Behavioral Portfolio Theory Behavioral Risk Assessment Behavioral Risk Profiling BEL 20 Index Bermudan Callable Swap Bespoke Correlation Swaps Beta Bilateral Trade Binance Biomass Production Tax Credit (PTC) Biometric Verification Bitcoin Bitcoin ETFs Blockchain Blockchain Interoperability Blockchain Interoperability Solutions Blockchain Scalability Solutions Blockchain Verification Bloomberg Barclays US Aggregate Bond Index BNB Board Composition Board Diversity Board Oversight Board Seat Elections Bollinger Bands Bond Carry Trading Strategies Bond Convexity Bond ETFs Bond Funds Bond Index Funds Book Debt to Equity Ratio Book Value Debt-to-Capital Ratio Book Value Method Bookkeeping Borrowing and Lending Bottom-Up Approach Bovespa Index (IBOVESPA) Break-Even Analysis Breakout Trading Brick-and-Mortar Sales BRICS Nations Bridge Loans Broad M1 Broad Market Index Funds Broad-Based ETCs Broad-Based ETFs BSE Sensex Budget Reports Budget Surplus-Deficit Budgeting and Budgetary Control Built-In Inflation Bullish Market Bullish Trading Breakouts Bump-Up CDs Business Credit Business Cycle Indicators Business Loss Carryforward Business Segment Reporting Buy and Hold Buy and Hold with Timing Adjustments Buy Now, Pay Later (BNPL) Buyback Investing Buyout Byzantine Fault Tolerance (BFT)

CAC 40 Index Calendar Spreads Calendar-Based Rebalancing Call Option Callable Bonds Callable Perpetual Bonds Callable Swap Calmar Ratio Canadian Securities Administrators (CSA) Candlestick Analysis Capital Asset Pricing Model (CAPM) Capital Budgeting Capital Expenditure Capital Expenditure Ratio Capital Gains Capital Loss Carryforward Capital Market Assumptions Capital Market Efficiency Capital Market Line (CML) Capital Preservation Strategy Capital Preservation Techniques Capital Structure Capital Structure Arbitrage Capped Forward Rate Agreements (FRA) Cardano Carhart Model Carry Premium Carvana (CVNA) Stock Cash Accounts Cash Balance Plan Cash Conversion Cycle Cash Deals Cash Dividends Cash Flow Adjusted ROA Cash Flow Break-Even Analysis Cash Flow CLOs Cash Flow Forecast Cash Flow from Financing Activities Cash Flow from Investing Activities Cash Flow from Operations Cash Flow Management Cash Flow Margin Cash Flow Matching Cash Flow Statement Cash Flow Variability Cash Flow-Based Indexing Cash Ratio Cash Reserve Ratio (CRR) Cash Reserves Cash Settled Total Return Swaps (TRS) Cash-Secured Calls Cash-Secured Puts Cash-Settled Forwards Causal Models Central Bank Digital Currency (CBDC) Centralized Oracles Centralized P2P Exchanges Centralized Staking Certificates of Deposit (CDs) CEX Chaikin Money Flow (CMF) Chainlink Charitable Giving Charitable Remainder Annuity Trust (CRAT) Charitable Remainder Trusts Charitable Remainder Unitrust (CRUT) Chart Patterns Child and Dependent Care Credit Child Tax Credit China Securities Regulatory Commission (CSRC) Classified Balance Sheet Classified Statement of Financial Position Client-Specific AUM Closed Bridge Loans Closed Wallets Closed-End Funds Cloud Mining CMC100 Index Coefficient of Determination Coefficient of Variation Cognitive Diversity Coincident Indicators Cointegration Method Cold Wallets Collar Strategy Collateralized Debt Obligations (CDOs) Collateralized Loan Obligations Collateralized Mortgage Obligations (CMOs) Commercial Bridge Loans Commercial Paper Commodities Commodity Correlation Swaps Commodity Derivatives Commodity Forwards Commodity Futures Commodity Futures Trading Commission (CFTC) Commodity Options Commodity Price Floors Commodity Price Volatility Index Commodity Speculation Commodity Spot ETFs Commodity Spot Rate Commodity Swaps Commodity Synthetic Strategies Commodity Total Return Swaps Commodity XTNs Commodity-Based Spot ETPs Commodity-Collateralized Stablecoins Common Markets Community Reinvestment Act (CRA) Comparable Company Analysis (Comps) Comparative Balance Sheet Comparative Financial Statements Compensation Committees Compliance Programs Composite Indices Composite PMI Compound Annual Growth Rate (CAGR) Compound Annualized ROI Compound Journal Entries Conflict of Interest Policies Conglomerate Acquisitions Conglomerate FDI Consensus Mechanisms Conservative Investing Consolidated Equity Statement Consolidated Financial Statements Consortium Blockchain Consortium DLT Constant Dividend Payout Ratio Constant Implied Volatility Consumer Behavior Indicators Consumer Confidence Index Consumer Confidence Indicators Consumer Credit Consumer Debt Levels Consumer Financial Protection Act Consumer Indicators Consumer Price Index (CPI) Consumer Price Index for All Urban Consumers (CPI-U) Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) Consumer Spending Index Contentious Hard Forks Contingent Convertible Bond (CoCo Bond) Continuous Zero-Based Budgeting Contractionary Monetary Policy Contractionary OMOs Contrarian Investing Contribution Margin Income Statement Conventional Monetary Policy Convertible Arbitrage Convertible Bonds Convertible Debentures Convertible Preferred Stock Convertible Subordinated Debt Core Adjusted NIM Core PCE Core PPI Core Satellite Investing Corporate Action-Based Investing Corporate Alliances Corporate Bond Issuance Corporate Bonds Corporate Card Expense Reports Corporate Governance Corporate Perpetual Bonds Corporate Profit Margins Corporate Social Impact Reporting Corporate Social Responsibility (CSR) Corporate Social Responsibility in Investment Corporate Valuation Corrective Controls Correlation Coefficient Correlation Swaps Cost of Capital Cost Variance Cost-Push Inflation Countries with Special Tax Regimes Country Risk Coupon Rate Coverdell Education Savings Account (ESA) Covered Call Strategy Covered Short Selling Crawling Peg CRB Commodity Index CRB Spot Index CRB Total Return Index Credit Card ABS Credit Default Swaps (CDS) Credit Easing Credit Invoice Credit Linked Notes Credit Rating Agencies Credit Risk Assessment Models Credit Scoring Models Credit Spread Credit Spread Arbitrage Credit Spread Basis Points Credit Total Return Swaps Cross-Border Estate Planning Cross-Border Tax Compliance Cross-Chain Atomic Swaps Cross-Chain Bridges Cross-Chain Lending and Borrowing Cross-Chain Transactions Cross-Currency Basis Swaps Cross-Hedging Crowdfunding Crowdsource Funding for Real Estate Crowdsourced Due Diligence Crypto Exchanges Crypto Mining Cryptocurrency Cryptocurrency Custodial Solutions Cryptocurrency Laws Cryptocurrency Market Regulation Cryptocurrency Mining Pools Cryptocurrency Regulations Cryptocurrency Tax Compliance Cryptocurrency Wallets Cryptographic Security Protocols CSI A500 Index Cumulative ROI Cumulative Volume Currency Arbitrage Currency Basis Swaps Currency Carry Trade Currency Devaluation Currency Pegging Currency Speculation Currency Spot ETFs Currency Swap IAS Currency Swaps Currency XTNs Currency-Based Spot ETPs Current Account Balance Current Ratio Current Yield Custom Scores Customer Acquisition Cost Ratio Customs Unions Cyclical Bear Market Cyclical Bull Market Cyclical Deficit Cyclical Rotation Cyclical Trade Deficit Cyclical Value Investing Cyclical Variability

Daily NAV DAOs (Decentralized Autonomous Organizations) DAX Index Day Count Convention Day Trading Days Sales Outstanding (DSO) Debit Invoice Debt Crowdfunding (Peer-to-Peer Lending) Debt Financing Debt Financing Pro Forma Statements Debt Management Debt Ratios Debt Recapitalization Debt Restructuring Debt Securities Debt Service Coverage Ratio Debt Settlement Debt Sustainability Analysis Debt Syndication Debt to Equity Ratio Debt to Income Ratio Debt Tokens Debt-for-Equity Exchanges Debt-to-Capital Ratio Debt-to-Equity Swaps Decentralized Applications (DApps) Decentralized Autonomous Finance Models Decentralized Identity Solutions Decentralized Lending Platforms Declining Balance Depreciation Dedicated Custodians Deep Value Investing Defensive Investing Deferred Annuities Deferred Compensation Deferred Compensation Plan DeFi Deficit BoP Defined Benefit Keogh Plan Defined Benefit Pension Plan Defined Benefit Plans Defined Contribution Keogh Plan Defined Contribution Plans Delay Costs Delegated Proof of Stake (DPoS) Delegated Staking Deliverable Forwards Delta-Neutral Trading Demand-Pull Inflation Depreciation Schedules Derivative Market Derivative Overlay Strategies Derivatives DEX Digital Asset Custody Digital Asset Tax Compliance Digital Asset Valuation Framework Digital Currency Exchange Models Digital Identity Management Digital Identity Verification Digital Transformation in Financial Services Digital Wallets Diluted EPS Direct Indexing Disability Tax Credit (DTC) Discount Rate Discounted Cash Flow (DCF) Distressed Debt Investing Distressed Securities Diversification Diversified Income Streams Divestitures Dividend Capture Strategy Dividend Discount Model (DDM) Dividend Distribution Dividend Futures Dividend Growth Investing Dividend Policy Dividend Reinvestment Dividend Reinvestment Plans (DRIP) Dividend Yield Dividends DLT (Distributed Ledger Technology) Dodd-Frank Act Dogecoin Dollar Cost Averaging (DCA) Domino's Pizza (DPZ) Stock Dow Jones Industrial Average (DJIA) Dual-Class Shares Dubai Financial Services Authority (DFSA) Duration Matching Dynamic Asset Allocation Dynamic Hedging Strategies

Earned Income Tax Credit (EITC) Earnings Per Share (EPS) Earnings Surprise-Based Strategies Earnings Yield EBIT (Earnings Before Interest and Taxes) EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization) EBITDA Margin EBITDA-to-Interest Coverage Ratio Econometric Models Economic Calendar Economic Growth Rate Economic Integration Economic Moat Analysis Economic Resilience Indicators Economic Sanctions Economic Value Added (EVA) Efficient Frontier Embedded Finance Emerging Markets Investing Employee Retention Credit (ERC) Employee Stock Ownership Plan (ESOP) Employment Retirement Income Security Act (ERISA) Endowment Model Investing Energy Consumption Index Energy Use Index Enhanced Indexing Enterprise Value (EV) Environmental Risk Assessment Environmental, Social and Governance (ESG) Equal Credit Opportunity Act (ECOA) Equal-Weight Investing Equity Equity Co-Investment Equity Crowdfunding Equity Derivatives Equity Financing Equity Statement Equity-to-Debt Swaps ESG Bonds ESG Metrics Estate Planning ETCs (Exchange Traded Commodities) ETF (Exchange-Traded Fund) Ethereum Ethical Conduct and Code of Ethics ETNs (Exchange Traded Notes) ETPs (Exchange Traded Products) EURO STOXX 50 Index European Central Bank (ECB) European Securities and Markets Authority (ESMA) Eurozone EV (Electric Vehicle) Tax Credit Event Driven Strategy Excess Returns Exchange Rate Mechanism (ERM) Exchange-Traded Derivatives Executive Compensation Exotic Derivatives Exotic Investment Vehicles Exotic Options Expense Reports Exponential Smoothing Export Diversification Index Exports and Imports Growth Rate

Factor Investing Factor-Based Risk Premium FATCA (Foreign Account Tax Compliance Act) FDIC (Federal Deposit Insurance Corporation) Federal Reserve (Fed) Federated Chains Finance Financial Action Task Force (FATF) Financial Co-creation Financial Conduct Authority (FCA) Financial Crisis Simulation Financial Data Financial Forecasting Financial Inclusion Metrics Financial Independence Financial Industry Regulatory Authority (FINRA) Financial Instruments Financial Literacy Financial Literacy Programs Financial Modeling Financial Modernization Act Financial Ratio Analysis Financial Record Keeping Financial Statement Financial Statement Analysis Financial System Financial Technology Adoption Financial Wellness Initiatives FinCEN (Financial Crimes Enforcement Network) FinTech Fintech Regulation Fiscal Cliff Fiscal Deficit Fiscal Stimulus Fixed Asset Register Fixed Charge Coverage Ratio Fixed Income Fixed Income Arbitrage Floating Rate Notes Floor Agreements Floored Forward Rate Agreements (FRA) Ford (F) Stock Forecasting Foreign Corrupt Practices Act (FCPA) Foreign Direct Investment (FDI) Foreign Exchange (Forex) Foreign Exchange Reserves Foreign Exchange Volatility Forensic Accounting Techniques Forward Guidance Forward Rate Agreements (FRA) Forward Rate Agreements with Options Forwards Contract Free Cash Flow (FCF) Frontier Markets Investing FTSE 100 Index Full Disclosure Principle Fund of Funds (FoF) Fundamental Analysis Indicators Fundamental Analysis-Based Investing Fundamental Indexing Futures Contract

GameStop (GME) Stock GARP Investing Gas Fees Gearing Ratio Gen X Gen Z General Ledger Geographic-Specific Investing Geographical Segment Reporting Geopolitical Risk Analysis Glass-Steagall Act Global Economic Sentiment Index Global Financial Crisis Global Inflation Index Global Macro Hedge Strategies Global Macro Strategy Global Supply Chain Global Trade Dynamics Global Value Chains (GVCs) Globalization GMCI USA Select Index Golden Parachutes Gordon Growth Model Governance Tokens Government Bond Yields Government Fiscal Deficit Ratio Government Perpetual Bonds Government Spending as a Percentage of GDP Gramm-Leach-Bliley Act (GLBA) Green Bonds Green Financing Initiatives Greenmail Gross Domestic Product (GDP) Gross National Income Gross National Product (GNP) Gross Profit Margin Growth Capital Growth Investing

Hang Seng Index Hard Fork Hedge Fund Hedge Fund Risk Management Practices Hedging High Dividend Yield Investing High Liquidity High Yield Bond Spread High-Frequency Trading HNWI (High Net Worth Individual) HODLing Hong Kong Monetary Authority (HKMA) Horizontal Analysis Hostile Takeovers Housing Starts Hurdle Rate Hybrid Investment Strategies Hybrid PoW

ICO (Initial Coin Offering) IDX Composite Index IFC (International Finance Corporation) Impact Investing Impact Investing Measurement Tools Impact Measurement Frameworks Impact of Monetary Policy on Inflation Implied Volatility Income Bonds Income Investing Income Plus Strategy Income Statement Income Statement Vertical Analysis Incremental Cost of Capital Independent Directors Index Amortizing Swap (IAS) Index Fund Index Fund Investing Index Tracking Error Individual Retirement Account (IRA) Industrial Production Index Inflation Inflation Expectations Inflation Expectations Index Inflation Hedging Strategies Inflation Rate Inflation Swap Strategies Inflation Targeting Inflation-Protected Securities Infrastructure Investing Initial Public Offering (IPO) Insider Trading-Based Strategies InsurTech (Insurance Technology) Interest Coverage Ratio Interest Rate Interest Rate Caps Interest Rate Parity (IRP) Interest Rate Swap Internal Audit Reports Internal Controls Internal Rate of Return (IRR) International Monetary Fund (IMF) International Organization of Securities Commissions (IOSCO) International Tax Compliance International Tax Treaties Intraday Price Volatility Intuitive Machines (LUNR) Stock Inventory Ledger Inventory Shrinkage Rate Inventory Turnover Ratio Inverse Commodity XTNs Invesco QQQ Trust (QQQ) Stock Investment Appraisal Investment Company Act of 1940 Investment Horizon Investment Tax Credit Investor Behavior Analytics Invoice Records Iron Condor Strategy IRS (Internal Revenue Service) ISO 31000 Issuance of Debt Issuance of Equity

Japan Financial Services Agency (FSA) Journal Entries

Keogh Plan Korea Composite Stock Price Index (KOSPI) KULR Technology (KULR) Stock

Labor Force Participation Rate Laddering (for bonds) Lagging Economic Indicators Layer 2 Scaling Solutions LCR (Liquidity Coverage Ratio) Leading Economic Indicators Ledger Leverage Leveraged Arbitrage Strategies Leveraged Buyouts (LBO) Leveraged Commodity XTNs Liability-Driven Investing LIBOR (London Interbank Offered Rate) Life-Cycle Investing Lifetime Learning Credit Liquidity Liquidity Coverage Assessment Liquidity Pool Management Liquidity Ratio Liquidity Risk Management Liquidity Swap Long-Only Strategies Long-Short Equity Long-Term Capital Gains Tax Strategies Low Beta Investing Low Liquidity

M1 M2 M3 Money Supply Machine Learning for Fraud Detection Machine Learning-Based Investing Managed Futures Management Buyouts (MBOs) Management Discussion and Analysis (MD&A) Margin Marginal Cost of Capital Market Capitalization Market Capitalization Trends Market Debt to Equity Ratio Market Depth Market Making Market Microstructure Market Neutral Strategy Market Risk Assessment Tools Market Risk Premium Market Sentiment Analysis Market Sentiment Indicators Market Timing Strategies Market-Neutral Hedge Funds Maximum Diversification Strategies Memory-Hard PoW Merger Arbitrage Mergers and Acquisitions (M&A) Micro-Investing Micro-Investing Platforms MicroStrategy (MSTR) Stock Millennials Minimum Volatility Investing Mobile Payments Modified Adjusted Gross Income (MAGI) Modified Duration Momentum Investing Monetary Authority of Singapore (MAS) Monetary Policy Money Market Instruments Money Purchase Pension Plan Money Supply Growth Rate Mortgage-Backed Securities (MBS) Moving Average Convergence Divergence (MACD) Moving Averages MSCI World Index Multi-Asset Correlation Swaps Multi-Chain Networks Multi-Factor Authentication (MFA) Multi-Factor Risk Models Multi-Strategy Hedge Fund Investing Multi-Strategy Investing Multinational Corporations (MNCs) Municipal Bonds Mutual Fund

Nasdaq Composite Index National Debt-to-GDP Ratio National Futures Association (NFA) Neobanks (Digital Banks) Net Asset Value (NAV) Net Foreign Investment Net Interest Margin Analysis Net Present Value (NPV) Net Profit Margin Net Worth NFTs (Non-Fungible Tokens) Nifty 50 Nikkei 225 Index Non-Financial Performance Metrics Non-Financial Risk Indicators Non-Operating Income Non-Performing Loan Ratio Non-Qualified Deferred Compensation (NQDC) Plan NPA (Non-Performing Assets) NS&I Fixed Bonds NS&I Green Savings Bonds NSI (Nasdaq Crypto Index) NVIDIA (NVDA) Stock NYSE Composite Index

OECD Off-Balance Sheet Financing Office of the Comptroller of the Currency (OCC) On-Balance Volume (OBV) Open Banking Open Bridge Loans Open Market Operations Operating Adjusted ROA Operating Cash Flow Ratio Operating Income Operating Leverage Ratio Operational Due Diligence Operational Efficiency Ratios Operational Resilience Strategies Options Contract Options Overlay Strategies Options Trading Oracles in Blockchain Organization for Economic Cooperation and Development (OECD)

P2P (Peer-to-Peer) Exchanges Pairs Trading Palantir Technologies (PLTR) Stock PancakeSwap Pareto Principle Passive Activity Loss Carryforward Patriot Act (Title III) Payment Gateways Payroll Records PCE (Personal Consumption Expenditures) Price Index Peer-to-Peer Insurance Models Peer-to-peer Lending (P2P Lending) Pension Fund People's Bank of China (PBoC) Performance Evaluation Perpetual Bonds Personal Finance Management Apps Petty Cash Ledger Pfizer (PFE) Stock Physical ETCs PMI (Purchasing Managers' Index) Political Risk Assessment Models Polygon (MATIC) Portable Alpha Strategies Portfolio Diversification Strategies Portfolio Management Portfolio Rebalancing Portfolio Stress Testing PoS (Proof of Stake) Post-Earnings Announcement Drift (PEAD) Investing PoW (Proof of Work) Predictive Analytics in Finance Preferred Equity Prepaid Tuition Plans Price Momentum Price to Book Ratio (P/B Ratio) Price to Earnings Ratio (P/E Ratio) Price to Sales Ratio (P/S Ratio) Price/Earnings to Growth (PEG) Ratio Privacy Coins Private Equity Private Equity Secondary Market Investing Private Market Liquidity Solutions Private Market Strategies Private Sector Credit Growth Pro Forma Financial Statements Probate Producer Price Index (PPI) Production Tax Credit Profit and Loss (PNL) Profit Sharing Plan Protective Put Strategy Proxy Fight Public Debt Public Equity Impact Investing Public Key Infrastructure (PKI) Purchasing Power Parity (PPP) Purchasing Power Parity Deviation Put Option Put-Call Parity

Quality Investing Quantitative Easing Quantitative Investing Quantitative Trading Strategies Quantitative Value Strategies Quanto Options Quarterly Earnings Reports Quick Ratio

Real Assets Investing Real Disposable Income Real Estate Investment Trusts (REITs) Real Estate Syndication Real Estate Tokenization Models Real Interest Rate Real Options Investing Rebalancing Strategy Recapitalization Recurring Journal Entries Regression Analysis Regulatory Technology (RegTech) Relative Strength Index (RSI) Relative Value Relative Value Arbitrage Remote Work Economy Repurchase Agreements (Repos) Research & Development (R&D) Tax Credit Reserve Bank of India (RBI) Residential Bridge Loans Residential Energy Efficient Property Credit Retail Sales Retirement Allocation Strategies Return on Assets (ROA) Return on Capital Employed Return on Equity (ROE) Return on Investment (ROI) Reverse Repo Rigetti Computing (RGTI) Stock Rights Issues Risk Mitigation Techniques Risk Parity Risk Tolerance Assessment Risk-Adjusted Performance Metrics Risk-Adjusted Return Risk-Free Rate Robo Advisors Rollover IRA Roth IRA Russell 2000 Index RWA (Real World Assets) Tokenization in Crypto

Sarbanes-Oxley Act (SOX) Satoshi Saver's Credit Savings Rate Scenario Planning Seasonality-Based Investing Sector Investing Sector Rotation Sector-Specific Adjusted ROA Sector-Specific Economic Indicators Sector-Specific ETCs Securities and Exchange Board of India (SEBI) Securities and Exchange Commission (SEC) Securities Exchange Act of 1934 Securitization Security Tokens Segment Reporting Semi-Strong Form Efficiency SEP IRA Servicemembers Civil Relief Act (SCRA) Shadow Economy Size Shanghai Composite Index (SSE Index) Share Buyback Shareholder Activism Shareholder Rights Shareholder Yield Investing Sharpe Ratio Shiba Inu Short Selling Sidechains SIMPLE IRA Small Cap Investing Smart Asset Allocation Techniques Smart Beta Smart Contract Audits Smart Contract Platforms Smart Contract Security Protocols Smart Contracts Social Impact Bonds Social Impact Measurement Frameworks Social Security Soft Fork Solana Solo 401(k) Sortino Ratio Sovereign Debt Risk Assessment Sovereign Green Bonds Speculation Spin-Off Investing Spin-Offs Spot Bitcoin ETFs Spot Bitcoin ETPs Spot ETFs Spot ETPs Spot Rate Spousal IRA Spread Options Spread Trading Stablecoins Stakeholder Engagement Staking Standard & Poor's 500 (S&P 500) Standard Deviation Statement of Changes in Equity Statement of Financial Position Statement of Retained Earnings Statement of Shareholders' Equity Statistical Arbitrage Statistical Forecasting Models Statistical Modeling Statutory Reserve Ratio (SRR) Stochastic Oscillator Stock Markets Stock Splits Stock Valuation Straddle Options Strategy Strategic Asset Allocation Strategic Direction and Oversight Strong Form Efficiency Structured Notes Subordinated Debt Sukuk Super Micro Computer (SMCI) Stock Supply Chain Disruption Supply Chain Financial Health Sustainable Asset Allocation Sustainable Bonds Sustainable Business Practices Sustainable Finance Sustainable Growth Rate Sustainable Investment Metrics Swaps Swing Trading Swiss Financial Market Supervisory Authority (FINMA) Sybil Attacks Synthetic ETCs Synthetic Investment Strategies Systemic Risk Indicators

Tactical Asset Allocation Tactical Rebalancing Strategy TAIEX Index Tail Risk Hedging Target Benefit Plan Tax Credit Tax Cuts and Jobs Act (TCJA) Tax Havens and Evasion Tax Loss Carryforward Strategies Tax Loss Harvesting Tax Planning for Digital Assets Tax Reports Tax Strategies for High Net Worth Individuals Tax-Deferred Accounts Tax-Efficient Investment Strategies Technical Analysis Indicators Technical Analysis-Based Investing TED Spread Tender Offers Tesla (TSLA) Stock The Big Mac Index Thematic Investing Thrift Savings Plan (TSP) Tokenization Tokenomics Toncoin TOT (Terms of Trade) Total Cost of Ownership Analysis Total Return Total Return Swap Strategies Trade Balance Trade Deficit Trade Policy Impact Analysis Trade Surplus Trade Volume Analysis Trade-Weighted Exchange Rate Transaction Cost Economics Transactional Cost Analysis Transparency and Disclosure Treasury Bills (T-Bills) Treasury Bonds Treasury Management Trend Following Strategy Treynor Ratio Trial Balance Tron Truth in Lending Act (TILA) Turnaround Investing

U.S. Treasury Yield Curve UGMA Custodial Account Unclaimed IRS Stimulus Checks Unconventional Investment Strategies Unconventional Monetary Policies Underlying Asset Unemployment Rate Uniswap Universal Basic Income Models Unsystematic Risk UTMA Custodial Account

Value at Risk (VaR) Value at Risk Stress Testing Value Averaging Value Chain Financial Analysis Value Investing Value Momentum Investing Vanilla Swap Variance Analysis Reports Variance Swap Strategies Vega Velocity of Money Venture Capital Venture Debt Venture Philanthropy Models Vertical Analysis VIX (Volatility Index) Volatility Volatility Arbitrage Volatility Drag Volatility Swaps Volatility Trading Volcker Rule

Wallet Types Weak Form Efficiency Wealth Distribution Index Wealth Inequality Metrics Wealth Management Technology Trends Wealth Preservation Wealth Transfer Strategies Web 3.0 Innovations Weighted Average Cost of Capital (WACC) Whistleblower Policies Wilshire 5000 Total Market Index Working Capital Management Working Capital Turnover Working Tax Credit World Bank World Trade Organization (WTO)

X-Dividend Date X-Efficiency XBRL (eXtensible Business Reporting Language) XCCY Swap (Cross Currency Swap) XRP XTNs (Exchange-Traded Notes) XVA (Credit, Funding and Capital Valuation Adjustments)

Yield Curve Yield Curve Inversion Analysis Yield Farming Yield Spread Yield Spread Analysis Yield to Maturity (YTM) Yield to Worst

Zero-Based Budgeting Zero-Beta Portfolio Zero-Coupon Bond Valuation