Personal Finance Terms

  1. Total Revenue Test

  2. Total Tax

  3. Toxic Debt

  4. Trade Secret

  5. Trademark

  6. Traditional IRA

  7. Traditional Whole Life Policy

  8. Trailing

  9. Trailing EPS

  10. Trailing FCF

  11. Trailing Price-To-Earnings - Trailing P/E

  12. Tranportation And Storage Costs

  13. Transaction Deposit

  14. Transfer of Mortgage

  15. Transfer Of Risk

  16. Transfer On Death - TOD

  17. Transfer Tax

  18. Transfer-For-Value Rule

  19. Transferable Insurance Policies - TIPS

  20. Transferred-In Costs

  21. Transit Item

  22. Transportation Expenses

  23. Transumer

  24. Transumerism

  25. Traunch

  26. Travel Expenses

  27. Travel Insurance

  28. Traveler's Check

  29. Treasurer's Draft

  30. Treasury Budget

  31. Treasury General Account

  32. Triage

  33. Trickle-Down Effect

  34. Trickle-Down Theory

  35. Triggering Event

  36. Triggering Term

  37. Triple Net Lease

  38. True Interest Cost - TIC

  39. True Lease

  40. Trust

  41. Trust Fund

  42. Trust Property

  43. Trust-Owned Life Insurance - TOLI

  44. Trustee

  45. Trustor

  46. Truth in Savings Act

  47. Tuition Insurance

  48. Turnkey Business

  49. Turtle

  50. Twit Pitch

  51. Two Name Paper

  52. Two-Bin Inventory Control

  53. Two-Step Mortgage

  54. Tycoon

  55. U.S. House Financial Services Committee

  56. U.S. League Of Savings Institutions

  57. Uberrimae Fidei Contract

  58. UCC-1 Statement

  59. UCLA Anderson School of Management

  60. Ultimate Mortality Table

  61. Ultimate Net Loss

  62. Ultimogeniture

  63. Ultra High Net Worth Individuals (UHNWI)

  64. Umberto Agnelli

  65. Umbrella Insurance Policy

  66. Umbrella Personal Liability Policy

  67. Umpire Clause

  68. Unallocated Benefit

  69. Unappropriated Retained Earnings

  70. Unauthorized Insurance

  71. Unauthorized Insurer

  72. Unbanked

  73. Unbundled Life Insurance Policy

  74. UNC Kenan-Flagler Business School

  75. Uncollected Funds

  76. Uncommitted Facility

  77. Unconditional Vesting

  78. Under Reporting

  79. Underfunded Pension Plan

  80. Underinsurance

  81. Underinsured Motorist Coverage

  82. Underinsured Motorist Coverage Limits Trigger

  83. Underinsured Motorist Endorsement

  84. Underlying Cost

  85. Underlying Mortality Assumption

  86. Underlying Retention

  87. Underpayment Penalty

  88. Underwater Mortgage

  89. Underwithholding

  90. Underwriting

  91. Underwriting Cycle

  92. Underwriting Fees

  93. Underwriting Income

  94. Underwriting Risk

  95. Unearned Income

  96. Unearned Premium

  97. Unemployment

  98. Unemployment Claim

  99. Unemployment Compensation

  100. Unemployment Compensation Amendment Of 1992

Hot Definitions
  1. Family Limited Partnership - FLP

    A type of partnership designed to centralize family business or investment accounts. FLPs pool together a family's assets into one single family-owned business partnership that family members own shares of. FLPs are frequently used as an estate tax minimization strategy, as shares in the FLP can be transferred between generations, at lower taxation rates than would be applied to the partnership's holdings.
  2. Yield Burning

    The illegal practice of underwriters marking up the prices on bonds for the purpose of reducing the yield on the bond. This practice, referred to as "burning the yield," is done after the bond is placed in escrow for an investor who is awaiting repayment.
  3. Marginal Analysis

    An examination of the additional benefits of an activity compared to the additional costs of that activity. Companies use marginal analysis as a decision-making tool to help them maximize their profits. Individuals unconsciously use marginal analysis to make a host of everyday decisions. Marginal analysis is also widely used in microeconomics when analyzing how a complex system is affected by marginal manipulation of its comprising variables.
  4. Treasury Inflation Protected Securities - TIPS

    A treasury security that is indexed to inflation in order to protect investors from the negative effects of inflation. TIPS are considered an extremely low-risk investment since they are backed by the U.S. government and since their par value rises with inflation, as measured by the Consumer Price Index, while their interest rate remains fixed.
  5. Gilt-Edged Switching

    The selling and repurchasing of certain high-grade stocks or bonds to capture profits. Gilt-edged switching involves gilt-edged security, which can be high-grade stock or bond issued by a financially stable company such as the Blue Chip companies or by certain governments.
  6. Master Limited Partnership - MLP

    A type of limited partnership that is publicly traded. There are two types of partners in this type of partnership: The limited partner is the person or group that provides the capital to the MLP and receives periodic income distributions from the MLP's cash flow, whereas the general partner is the party responsible for managing the MLP's affairs and receives compensation that is linked to the performance of the venture.
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