Glossary of Family Office & Financial Terms
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A
- Accounts Payable Ledger
- Accounts Receivable Ledger
- Accrued Expenses Ledger
- Annual Percentage Rate (APR)
- Annuities
- Applied Materials (AMAT) Stock
- Arbitrage
- Artificial Intelligence in Finance (AI)
- Asset Allocation
- Asset-Backed Securities (ABS)
- AST SpaceMobile (ASTS) Stock
- Audit Trail
- AUM (Assets Under Management)
- Automated Trading Systems
B
- Balance of Payments
- Balance Sheet
- Balanced Portfolio Strategy
- Bank Loans and Syndicated Loans
- Bank Reconciliation Statements
- Behavioral Biases
- BEL 20 Index
- Beta
- Binance
- Bitcoin
- Bitcoin ETFs
- Blockchain
- Bloomberg Barclays US Aggregate Bond Index
- BNB
- Bookkeeping
- Bovespa Index (IBOVESPA)
- Break-Even Analysis
- BRICS Nations
- BSE Sensex
- Budget Reports
- Budgeting and Budgetary Control
- Buy and Hold
- Buyout
C
- CAC 40 Index
- Call Option
- Calmar Ratio
- Capital Budgeting
- Capital Expenditure
- Capital Gains
- Capital Preservation Strategy
- Capital Structure
- Cardano
- Carvana (CVNA) Stock
- Cash Balance Plan
- Cash Flow Forecast
- Cash Flow Management
- Cash Flow Statement
- Central Bank Digital Currency (CBDC)
- Certificates of Deposit (CDs)
- CEX
- Chainlink
- Commercial Paper
- Commodities
- Commodity Derivatives
- Compound Annual Growth Rate (CAGR)
- Consumer Price Index (CPI)
- Contrarian Investing
- Convertible Arbitrage
- Convertible Bonds
- Core Satellite Investing
- Corporate Alliances
- Corporate Bond Issuance
- Corporate Bonds
- Corporate Valuation
- Cost of Capital
- Coupon Rate
- Coverdell Education Savings Account (ESA)
- Covered Call Strategy
- CRB Commodity Index
- Credit Default Swaps (CDS)
- Credit Rating Agencies
- Credit Spread
- Crowdfunding
- Cryptocurrency
- Cryptocurrency Wallets
- Currency Pegging
- Current Ratio
D
- DAX Index
- Debt Financing
- Debt Restructuring
- Debt to Equity Ratio
- Debt to Income Ratio
- Decentralized Applications (DApps)
- Decentralized Lending Platforms
- Deferred Compensation Plan
- DeFi
- Defined Benefit Pension Plan
- Depreciation Schedules
- Derivative Market
- Derivatives
- DEX
- Digital Wallets
- Discount Rate
- Distressed Securities
- Diversification
- Dividend Distribution
- Dividend Policy
- Dividend Reinvestment
- Dividend Reinvestment Plans (DRIP)
- Dividend Yield
- Dogecoin
- Dollar Cost Averaging (DCA)
- Domino's Pizza (DPZ) Stock
- Dow Jones Industrial Average (DJIA)
E
- Earnings Per Share (EPS)
- Economic Integration
- Economic Sanctions
- Emerging Markets
- Employee Stock Ownership Plan (ESOP)
- Enterprise Value (EV)
- Environmental, Social and Governance (ESG)
- Equity
- Equity Derivatives
- Equity Financing
- Equity Statement
- Estate Planning
- ETF (Exchange-Traded Fund)
- Ethereum
- EURO STOXX 50 Index
- Eurozone
- Event Driven Strategy
- Exchange Rate Mechanism (ERM)
- Exotic Derivatives
- Expense Reports
F
- Finance
- Financial Data
- Financial Forecasting
- Financial Independence
- Financial Literacy
- Financial Modeling
- Financial Record Keeping
- Financial Statement
- Financial System
- FinTech
- Fintech Regulation
- Fiscal Deficit
- Fixed Asset Register
- Fixed Income
- Foreign Direct Investment (FDI)
- Foreign Exchange (Forex)
- Foreign Exchange Reserves
- Forward Rate Agreements (FRA)
- Forwards Contract
- Free Cash Flow (FCF)
- FTSE 100 Index
- Futures Contract
G
H
I
- IDX Composite Index
- Impact Investing
- Implied Volatility
- Income Investing
- Income Statement
- Index Fund
- Index Fund Investing
- Individual Retirement Account (IRA)
- Inflation
- Inflation Rate
- Initial Public Offering (IPO)
- InsurTech (Insurance Technology)
- Interest Rate
- Interest Rate Swap
- Internal Audit Reports
- Internal Rate of Return (IRR)
- International Monetary Fund (IMF)
- Intuitive Machines (LUNR) Stock
- Inventory Ledger
- Investment Appraisal
- Investment Horizon
- Invoice Records
- Iron Condor Strategy
- Issuance of Debt
- Issuance of Equity
J
K
L
M
- Management Discussion and Analysis (MD&A)
- Margin
- Market Neutral Strategy
- Merger Arbitrage
- Mergers and Acquisitions (M&A)
- Mobile Payments
- Momentum Investing
- Monetary Policy
- Money Purchase Pension Plan
- Mortgage-Backed Securities (MBS)
- Moving Averages
- MSCI World Index
- Multinational Corporations (MNCs)
- Municipal Bonds
- Mutual Fund
N
O
P
- Pairs Trading
- PancakeSwap
- Payroll Records
- Peer-to-peer Lending (P2P Lending)
- Pension Fund
- Petty Cash Ledger
- Pfizer (PFE) Stock
- Polygon (MATIC)
- Portfolio Management
- Portfolio Rebalancing
- Prepaid Tuition Plans
- 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
- Private Equity
- Pro Forma Financial Statements
- Probate
- Producer Price Index (PPI)
- Profit and Loss (PNL)
- Profit Sharing Plan
- Protective Put Strategy
- Proxy Fight
- Public Debt
- Purchasing Power Parity (PPP)
- Put Option
Q
R
S
- S&P 500 Index
- Scenario Planning
- Sector Investing
- Sector Rotation
- Security Tokens
- Segment Reporting
- SEP IRA
- Shanghai Composite Index (SSE Index)
- Share Buyback
- Sharpe Ratio
- Shiba Inu
- Short Selling
- SIMPLE IRA
- Smart Contracts
- Solana
- Solo 401(k)
- Sortino Ratio
- Speculation
- Spin-Offs
- Spousal IRA
- Stablecoins
- Standard & Poor's 500 (S&P 500)
- Statement of Shareholders' Equity
- Statistical Arbitrage
- Straddle Options Strategy
- Sustainable Finance
- Swaps