Personal Finance Terms

  1. Accrued Benefits

  2. Accrued Monthly Benefit

  3. Accumulated Benefit Obligation

  4. Accumulated Earnings and Profits

  5. Accumulated Earnings Tax

  6. Accumulated Fund

  7. Accumulated Income

  8. Accumulated Income Payments - AIP

  9. Accumulated Value

  10. Accumulation Option

  11. Accumulation Period

  12. Accumulation Phase

  13. Accumulation Unit

  14. ACNielsen

  15. Acquirer

  16. Acquisition Financing

  17. Acquittance

  18. Act Of God Bond

  19. Active Income

  20. Active Participant Status

  21. Active Partner

  22. Active Retention

  23. Active Tranche

  24. Active Trust

  25. Activities of Daily Living - ADL

  26. Activities, Interests And Opinions - AIO

  27. Activity-Based Budgeting - ABB

  28. Actual Authority

  29. Actual Cash Value

  30. Actual Deferral Percentage / Actual Contribution Percentage - ADP/ACP Test

  31. Actual Total Loss

  32. Actuarial Adjustment

  33. Actuarial Age

  34. Actuarial Analysis

  35. Actuarial Assumption

  36. Actuarial Balance

  37. Actuarial Deficit

  38. Actuarial Equity

  39. Actuarial Life Table

  40. Actuarial Rate

  41. Actuarial Risk

  42. Actuarial Science

  43. Actuarial Service

  44. Actuarial Value

  45. Actuary

  46. Ad Infinitum

  47. Ad Valorem Tax

  48. Ad-Noter

  49. Add To Cash Value Option

  50. Add-On Factor

  51. Add-On Interest

  52. Addendum

  53. Additional Child Tax Credit

  54. Additional Collateral

  55. Additional Death Benefit

  56. Additional Insured

  57. Additional Living Expense Insurance

  58. Additional Personal Allowance

  59. Additional Voluntary Contribution – AVC

  60. Address Verification Service - AVS

  61. Adequacy Of Coverage

  62. Adequate Notice

  63. Adhesion Contract

  64. Adjustable Life Insurance

  65. Adjustable Premium

  66. Adjustable-Rate Mortgage - ARM

  67. Adjusted Cost Base - ACB

  68. Adjusted Gross Estate

  69. Adjusted Gross Income - AGI

  70. Adjusted Liabilities

  71. Adjusted Net Worth

  72. Adjusted Premium

  73. Adjusted Premium Method

  74. Adjusted Surplus

  75. Adjusted Underwriting Profit

  76. Adjuster

  77. Adjusting Journal Entry

  78. Adjustment Bureau

  79. Adjustment Date

  80. Adjustment Frequency

  81. Adjustment Income

  82. Adjustment Index

  83. Adjustment Interval

  84. Adjustment Provision

  85. Administered Price

  86. Administrative Charge

  87. Administrative Expenses

  88. Administrative Services Only - ASO

  89. Admitted Assets

  90. Admitted Company

  91. Admitted Insurance

  92. Adopter Categories

  93. Adoption Credit

  94. Advance Canvass

  95. Advance Corporation Tax - ACT

  96. Advance Determination Ruling - ADR

  97. Advance Directive

  98. Advance Funding

  99. Advance Premium

  100. Advance Premium Fund

Hot Definitions
  1. Effective Annual Interest Rate

    An investment's annual rate of interest when compounding occurs more often than once a year. Calculated as the following:
  2. Debit Spread

    Two options with different market prices that an investor trades on the same underlying security. The higher priced option is purchased and the lower premium option is sold - both at the same time. The higher the debit spread, the greater the initial cash outflow the investor will incur on the transaction.
  3. Odious Debt

    Money borrowed by one country from another country and then misappropriated by national rulers. A nation's debt becomes odious debt when government leaders use borrowed funds in ways that don't benefit or even oppress citizens. Some legal scholars argue that successor governments should not be held accountable for odious debt incurred by earlier regimes, but there is no consensus on how odious debt should actually be treated.
  4. Takeover

    A corporate action where an acquiring company makes a bid for an acquiree. If the target company is publicly traded, the acquiring company will make an offer for the outstanding shares.
  5. Harvest Strategy

    A strategy in which investment in a particular line of business is reduced or eliminated because the revenue brought in by additional investment would not warrant the expense. A harvest strategy is employed when a line of business is considered to be a cash cow, meaning that the brand is mature and is unlikely to grow if more investment is added.
  6. Stop-Limit Order

    An order placed with a broker that combines the features of stop order with those of a limit order. A stop-limit order will be executed at a specified price (or better) after a given stop price has been reached. Once the stop price is reached, the stop-limit order becomes a limit order to buy (or sell) at the limit price or better.
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