Glossary of Family Office & Financial Terms # A B C D E F H I L M P S V#401(k)403(b)529 PlanAAnnual Percentage Rate (APR)Asset AllocationAssets Under Management (AUM)BBalance SheetBookkeepingCCapital ExpenditureCapital GainsDDiversificationEEnvironmental, Social and Governance (ESG)EquityEstate PlanningExchange-Traded Fund (ETF)FFinanceFinancial DataFinancial Record KeepingFinancial StatementFinancial SystemFixed IncomeHHedge FundHigh LiquidityHigh Net Worth Individual (HNWI)IImpact InvestingIndex FundIndividual Retirement Account (IRA)InflationInvestment HorizonLLedgerLiquidityLow LiquidityMMergers and Acquisitions (M&A)Mutual FundPPortfolio ManagementPrivate EquityProbateSStandard & Poor's 500 (S&P 500)VVenture CapitalVolatility