Glossary of Family Office & Financial Terms
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A
B
C
- Call Option
- Calmar Ratio
- Capital Budgeting
- Capital Expenditure
- Capital Gains
- Capital Preservation Strategy
- Capital Structure
- Cash Balance Plan
- Cash Flow Forecast
- Cash Flow Management
- Cash Flow Statement
- Certificates of Deposit (CDs)
- CEX
- Commercial Paper
- Commodities
- Commodity Derivatives
- Compound Annual Growth Rate (CAGR)
- Consumer Price Index (CPI)
- Contrarian Investing
- Convertible Arbitrage
- Convertible Bonds
- Core Satellite Investing
- Corporate Bonds
- Coupon Rate
- Coverdell Education Savings Account (ESA)
- Covered Call Strategy
- Credit Default Swaps (CDS)
- Credit Rating Agencies
- Credit Spread
- Crowdfunding
- Cryptocurrency
- Cryptocurrency Wallets
- Current Ratio
D
- 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
- Derivative Market
- Derivatives
- DEX
- Digital Wallets
- Discount Rate
- Distressed Securities
- Diversification
- Dividend Distribution
- Dividend Reinvestment
- Dividend Yield
- Dollar Cost Averaging (DCA)
E
F
- Finance
- Financial Data
- Financial Forecasting
- Financial Independence
- Financial Literacy
- Financial Modeling
- Financial Record Keeping
- Financial Statement
- Financial System
- FinTech
- Fintech Regulation
- Fixed Income
- Foreign Direct Investment (FDI)
- Foreign Exchange (Forex)
- Foreign Exchange Reserves
- Forward Rate Agreements (FRA)
- Forwards Contract
- Free Cash Flow (FCF)
- Futures Contract
G
H
I
- 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 Rate of Return (IRR)
- Inventory Ledger
- Investment Appraisal
- Investment Horizon
- Iron Condor Strategy
- Issuance of Debt
- Issuance of Equity
J
K
L
M
N
O
P
- Pairs Trading
- Payroll Records
- Peer-to-peer Lending (P2P Lending)
- Pension Fund
- Petty Cash Ledger
- 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
- Probate
- Producer Price Index (PPI)
- Profit Sharing Plan
- Protective Put Strategy
- Proxy Fight
- Purchasing Power Parity (PPP)
- Put Option