Managing Wealth

  1. Gross Spread

    Gross spread is the difference between the underwriting price received by the issuing company and the actual price offered ...
  2. Undersubscribed

    Undersubscribed is a situation in which demand for IPO securities is less than the number of shares issued, also known as ...
  3. Actuarial Service

    Actuarial service is one way corporations determine, assess and plan for the financial impact of risk.
  4. Seasoned Issue

    A seasoned issue is the issue of additional securities from an established company whose securities already trade in the ...
  5. Bank Insurance

    Bank insurance is a guarantee by the Federal Deposit Insurance Corporation (FDIC) of deposits in a bank.
  6. Safe Deposit Box

    A safe deposit box is usually located inside a bank and is used to store valuables.
  1. Commutation

    Commutation refers to the rights of beneficiaries to exchange one type of income for another.
  2. Establishing A Revocable Living Trust

    This arrangement allows you to have more control over your estate - both before and after your death.
  3. Credit Shelter Trust - CST

    A Credit Shelter Trust allows a surviving spouse to pass on assets to his or her children estate-tax free.
  4. Death Benefit

    A death benefit is the amount on a life insurance policy or pension that is payable to the beneficiary when the annuitant ...
  5. Average Indexed Monthly Earnings (AIME)

    Average indexed monthly earnings (AIME) is used to determine the primary insurance amount (PIA) that values an individual's ...
  6. Own-Occupation Policy

    An own-occupation policy covers individuals who become disabled and can't perform what they have been trained to perform.
  1. Cut-Through Clause

    A cut-through clause is a reinsurance provision that lets a party, other than the ceding company and reinsurance company, ...
  2. Blanket Insurance

    Blanket insurance covers many types of property in one place, the same type of property in many locations, or many kinds ...
  3. Principal Residence

    The main home that a person inhabits and uses for the majority of the time is considered their principal residence.
  4. Co-Tenancy Clause

    A co-tenancy clause in retail lease contracts allows tenants to reduce their rent if key tenants or a certain number of tenants ...
  5. Floater Insurance

    Floater insurance covers property that is easily movable and provides additional coverage beyond the scope of traditional ...
  6. Why Zillow is Free and How it Makes Money (Z)

    Zillow lets property seekers look at listings for free, but relies on ad sales to agents and others to make money.
  1. Annual Dividend (Insurance)

    In the insurance industry, an annual dividend is a yearly payment given by an insurance company to a policyholder.
  2. Commutation

    Commutation refers to the rights of beneficiaries to exchange one type of income for another.
  3. Named Perils Insurance Policy

    A named perils insurance policy is a home insurance policy that only covers losses incurred to your property from hazards ...
  4. Gross Spread

    Gross spread is the difference between the underwriting price received by the issuing company and the actual price offered ...
  5. Ceding Company

    A ceding company is an insurance company that passes a part or all of its risks from its insurance policy portfolio to a ...
  6. Undersubscribed

    Undersubscribed is a situation in which demand for IPO securities is less than the number of shares issued, also known as ...
  1. Credit Shelter Trust - CST

    A Credit Shelter Trust allows a surviving spouse to pass on assets to his or her children estate-tax free.
  2. Repatriable

    Repatriable means that a financial asset is capable of being moved from a foreign country and returned to its country of ...
  3. Average Indexed Monthly Earnings (AIME)

    Average indexed monthly earnings (AIME) is used to determine the primary insurance amount (PIA) that values an individual's ...
  4. Exchange Fund

    A fund that lets an investor diversify their concentrated stock positions without being taxed in the process is called an ...
  5. Principal Residence

    The main home that a person inhabits and uses for the majority of the time is considered their principal residence.
  6. Dividend Imputation

    An arrangement that eliminates or reduces the taxation of cash payouts to its shareholders is called dividend imputation.
  1. Where Does Bill Gates Keep His Money?

    Though much of the fortune is in investments, some of it is in rare works of art, real estate and collectibles.
  2. Credit Shelter Trust - CST

    A Credit Shelter Trust allows a surviving spouse to pass on assets to his or her children estate-tax free.
  3. The Most Expensive Neighborhoods in Los Angeles

    Understand the layout of the greater Los Angeles area and what is driving up home values. Learn about the top eight most ...
  4. Family Limited Partnership - FLP

    A Family Limited Partnership (FLP) allows family members to own shares of a family business while securing estate and gift ...
  5. Primary Beneficiary

    A primary beneficiary is the first person in line to receive distributions from a trust or retirement account such as a 4 ...
  6. Declaration Of Trust

    A declaration of trust defines a trust's beneficiaries, the trustee and certain guidelines the trustee must abide by.
Hot Definitions
  1. Yield Curve

    A yield curve is a line that plots the interest rates, at a set point in time, of bonds having equal credit quality, but ...
  2. Gross Profit

    Gross profit is the profit a company makes after deducting the costs of making and selling its products, or the costs of ...
  3. Risk Tolerance

    The degree of variability in investment returns that an individual is willing to withstand. Risk tolerance is an important ...
  4. Donchian Channels

    A moving average indicator developed by Richard Donchian. It plots the highest high and lowest low over the last period time ...
  5. Consumer Price Index - CPI

    A measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, ...
  6. Moving Average - MA

    A moving average (MA) is a widely used indicator in technical analysis that helps smooth out price action by filtering out ...
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