The ISO currency code for the Panamanian Balboa. Learn more about Panama and the Panamanian Balboa at GoCurrency.com
The Far Eastern countries and markets bordering the Pacific Ocean, consisting…
A type of mortgage, including the furniture and other personal property in addition to the house.
A payment made on an obligation.
The capital received from investors for stock, equal to capital stock plus paid-in capital. Also known as contributed capital.
The price paid by investors per share at issue minus the par value per share,…
The case in which all payments due have been paid.
The illicit practice of traders buying and selling a specific security among…
The establishment of a long position in one stock and a short position in another…
The official currency of Pakistan. Learn more about Pakistan and the Pakistani rupee at GoCurrency.com
The official currency of Panama. Learn more about Panama and the Panamanian Balboa at GoCurrency.com
The sudden, widespread fear of economic or market collapse.
A short-term debt security.
An asset that is not readily usable or convertible to cash.
A dealer who buys commercial paper, and resells it at a lower interest rate, in order to realize a profit.
A loss that has occurred, but not realized through a transaction, (i.e. a stock…
A profit that has occurred, but not realized through a transaction, (i.e. a…
The making of simulated, moneyless transactions to practice or test theories.
The recorded documents that outline a process, activity, or event.
The official currency of Papua New Guinea. Learn more about Papua New…
The face value of a bond. Generally $1,000 for corporate issues, with higher…
Parabolic SAR was developed by Welles Wilder. It is a time/price trend following…
The official currency of Paraguay. Learn more about Paraguay and the Paraguayan Guarani at GoCurrency.com
The case in which an importer finds a cheaper price of a good or equivalent…
An arrangement in which two companies in different countries borrow each other’s…
A bond selling at its face value.
A firm that owns enough voting stock in another firm to control management and…
Abbreviated as PLUS, refers to a non-need-based loan made to the parents of…
A rule of thumb that twenty percent of a population earns eighty percent of its income.
A term in venture capital term sheets, indicating that one series of equity…
A term used to describe the point at which a debtor nation meets with creditor nations to renegotiate its official debt.
Equality, as in amount
A price for a commodity that is pegged to another price.
The putting of assets into a safe investment (i.e. a money market account),…
A loan that is partially repaid by amortization during one portion of the term, and partially repaid at the end of the term.
A mortgage provision permitting some of the pledged collateral to be released if certain requirements are met.
The case in which a parent firm sells a minority share of a child firm. Also known as carve-out.
The removal of a portion of the original cash balance of an insurance policy or annuity.
The dividend paid on participating preferred stock. This is an unusual dividend…
A type of GIC in which the policyholder is not guaranteed a specific return,…
An insurance policy that pays a dividend to its holder.
A preferred stock which, in addition to a regular dividend, also pays an additional dividend.
An SEC-registered investment firm that purchases a fixed, unmanaged portfolio…
An ownership interest in a mortgage or other loan.
A type of financing in which an individual buys a share of the lease revenues…
A loan made by more than one lender.
The seasonally-adjusted proportion of the entire population that is currently…
A divide that separates.
An individual who is a member of a partnership.
A type of business organization in which two or more individuals manage and…
In finance, a party is an entity involved in a transaction or agreement….
The face value of a bond. Generally $1,000 for corporate issues..
A book issued by a bank or savings institution in order to record deposits..
The income originating from real estate and business investments, where the…
An investor who does not play an active role in the daily activities of a particular business.
The case in which passive income is negative.
A money management strategy that attempts to match the return and risk characteristics…
A process that permits a market maker to be both the underwriter and buyer of a firm’s securities in a secondary public offering.
A security signifying pooled debt obligations, passing income from debtors to…
The interest rate paid on a pass-through security.
A technique for calculating finance charges in which no interest is charged…
The exclusive right granted by a government to an inventor to manufacture, use,…
A statement issued by the U.S. Patent Office, informing the applicant that a patent has been applied for, but not yet granted.
A taxable distribution made by a cooperative to its members.
The formation on a technical analysis chart, outlining recent price movements. Also known as trading pattern.
An SEC title applying to any individual who buys and sells a particular security…
A small lender who lends money at a high interest rate, and holds some of the borrower’s personal goods as collateral.
The process of compensating a party for the delivery of goods or services….
The date on which a dividend will be paid to its shareholders.
An item on a balance sheet, which equals the sum of all money owed by a firm….
The break-even point of an investment.
The amount of time needed to break even on an investment.
The repayment of part of an outstanding loan balance.
An individual who receives a form of payment (i.e. cash, check, money order, or promissory note).
An individual who makes a payment.
An agent who makes dividend payments to stockholders or principal and interest payments to bondholders.
The partial or complete discharge of a financial obligation in the form of the transfer of funds, assets, or services.
The date on which a dividend, mutual fund distribution,..
The practice by the securities industry of providing a monetary incentive for…
A payment made in the form of goods and services, as opposed to cash.
A bond paying interest in the form of additional bonds, or a preferred stock…
A chart of the profits and losses for a particular options strategy prepared…
The expected financial return from an investment over a given period of time….
The dividends per share, divided by earnings per share.
The dividends paid divided by firm earnings over some period of time, expressed…
1 Total amount a business pays periodically for its workers. 2 List of employees,…
Acronym for Pension Benefit Guaranty Corporation, which refers to a federal…
The reallocation of spending from defense purposes to peacetime purposes (i.e. housing, education, and social projects).
The highest price, value or rate reached.
The holding of prices or exchange rates over some time period.
A stock’s price to earnings ratio divided by its year-over-year earnings growth rate
The ISO currency code for the Peruvian Sol. Learn more about Peru and the Peruvian Sol at GoCurrency.com
A fee imposed as a consequence for a violation of a rule.
Tracks residential housing contract activity of existing single-family homes….
In technical analysis, refers to a chart pattern occurring when the trading…
Stocks that trade at market prices below one dollar per share. Usually, any…
The term “penny stock” generally refers to low-priced (below $5), speculative…
A fixed amount, other than wages, paid at regular intervals to a person or to…
A payout from a retirement plan, generally distributed to the employee as an annuity.
Abbreviated as PBGC, refers to a federal corporation established under ERISA,…
A fund set up for a pension plan.
A fixed amount, other than wages, paid at regular intervals to a person or to…
The conclusion of a pension plan, undertaken by a firm with an overfunded pension plan in order to reclaim the surplus assets.
A type of poison pill action in which most or all of the current management…
Signifying, for each.
Acronym for price/earnings ratio, which refers to a common measure..
Statistically accepted as average per person. Per Capita is used to quantify…
Per Capita Income is derived by dividing total personal income (in the US, an…
The percentage of outstanding common shares being held by institutional investors (i.e. pension plans).
Occurring daily. The phrase is latin for ‘per day’, and is often used when referring to daily employee expenses or reimbursements.
A market without any arbitrage opportunities.
A type of market in microeconomic theory in which no single firm has market control over prices.
A hedge that eliminates the risk of another investment.
The correction of flaws or defects in a title.
A title that is free of liens and legal questions as to ownership of the property,…
The results of activities of an organization or investment over a given time period.
A fee paid to the general partner of a hedge fund as an incentive; the amount…
A bond issued by an insurance firm to guarantee satisfactory completion of a project by a contractor.
Anything with the potential of causing loss.
An interval of time.
The process of making regular contributions, generally monthly, to a mutual…
Abbreviation for perquisite, refers to an employee benefit or incentive.
A need-based, low-interest loan available to students as opposed to their parents….
The sum of common stock, preferred stock, and retained earnings.
A long-term debt or equity financing plan, generally used to purchase or develop…
A type of life insurance encompassing a death benefit similar to a term life…
A marketing technique that requires the approval of the client to which the technique is targeting.
A document providing for the legal authorization to conduct an activity.
The act of purchasing options with the same expiration dates but different strike prices.
The quality of having no expiration date.
Perpetual Inventory is an inventory accounting system which allows firms to…
See in perpetual.
by, of, for, or in itself; intrinsically.
Abbreviated as PCE, refers to those funds spent on goods and services targeted…
A measure of inflation based on changes in personal consumption…
Comprehensive measure of how much consumers spend each month, ..
An amount excluded from taxable income, granted to any taxpayer who cannot be claimed as a dependent by another taxpayer.
Abbreviated as PFS, refers to a certified public accountant who also offers…
A promise made by an entrepreneur, obliging him to personally repay debts on which his corporation defaults.
Abbreviated as PIN, refers to the code used by an individual so that he can access his bank account at an ATM machine.
An individual’s aggregate earnings from wages, passive incomes, and investment interest and dividends.
Broad gauge of employee earnings in the US . Personal Income measures the pre-tax…
Abbreviated as PIP, refers to an extension of car insurance available in some…
The interest accrued on personal loans and consumer purchases.
Any form of property, other than real estate, owned by an individual. Also known as chattel.
A method for distributing the estate of a deceased individual..
The official currency of Peru. Learn more about Peru and the Peruvian Sol at GoCurrency.com
Any payment to oil-producing countries, especially those in the Middle East, and deposited in Western banks.
A small amount of cash left readily available by a business for incidental expenses.
Acronym for Personal Financial Specialist. A Certified Public Accountant who…
The ISO currency code for the Papua New Guinea Kina. Learn more about…
Any reportable or taxable income that does not generate cash flow (i.e. taxable income from zero coupon bonds).
A form of bonus compensation for an employee, where the employee receives…
Survey conducted by the Philadelphia Fed questioning manufacturers in the Third…
The currency of Philippines.See GoCurrency World Currencies Page & Currency Converter
The capability of transferring money between funds in the same mutual fund family by telephone request.
The ISO currency code for the Philippines Peso.
A type of market in which commodities, such as grain, gold, crude oil, or RAM…
The right to purchase a physical commodity, as opposed to a stock, index, or…
The commodity delivered to the contract buyer at the completion of a commodity…
The value gained in a bond swap for which the bond purchased has a higher yield than the bond sold.
A type of callable bond that has a high coupon rate and whose callable date…
The case in which two lenders participate in the same loan.
The rights of an investor to register and sell his or her unregistered stock in the event that the firm conducts an offering.
Acronym for Personal Identification Number. The code used by an individual so…
A daily listing of bid and ask prices for the major over-the-counter stocks,…
An employee’s notice of termination.
Pip or “percentage in point,” refers to the very last digit of a currency price….
Acronym for Private Investment in Public Equity, refers to a transaction in…
The flow of upcoming underwriting deals.
A circular area on the exchange’s floor where the trading of a specific futures contract or option contract occurs.
The currency of Pitcairn.See GoCurrency World Currencies Page & Currency Converter
The set of activities intended to persuade someone to buy a product or take a specific course of action.
Acronym for principal, interest, taxes, and insurance, the four components of a mortgage payment.
A technical indicator determined by averaging a particular stock’s high, low, and closing prices.
The ISO currency code of Pakistan. Learn more about Pakistan and the Pakistani rupee at GoCurrency.com
Acronym for profit and loss statement.
The date on which an asset becomes available for use by a particular business.
The act of selling new securities.
The party that files a lawsuit.
An asset in a retirement plan that serves as an investment vehicle for participating employees.
The process of making plans, developing strategies, and outlining the logistics of a situation.
An employer who sets up a pension plan.
A long-term, tangible asset held for business use and not expected to be converted…
A formation on a data analysis chart in which a price experienced very little up or down movement during a given time period.
A speculative investment.
The recording of a firm’s quarterly earnings announcement.
See pledging.
The offering of assets to a lender to be used as collateral for a loan.
The ISO currency code for the Polish Zloty.
The recording of a firm’s quarterly earnings announcement.
A sudden, acute decline in a security’s price or an overall market.
Acronym for Parent Loans for Undergraduate Students.
A stock market transaction (or sometimes, a quote) at a price higher than the…
SEC rule requiring short sales to be made only on an uptick or zero-plus tick….
Acronym for Private Mortgage Insurance. Mortgage insurance provided by nongovernment…
Gauge for the overall performance of the German service sector. The Services…
Acronym for Private Market Value. The value of a firm if each of its parts were…
Price changes are normally quoted in percentage points and are often denoted…
A chart which plots price movements only, without measuring the passage of time.
Abbreviated as POS, refers to the physical location at which goods are sold to clients.
Finance charges paid by the borrower at the beginning of a loan. One point is 1% of the loan amount.
Any tactic by a firm designed to avoid a hostile takeover. One example is the…
A contract of insurance, describing the term, coverage, premiums and deductibles. Also known as insurance policy.
The owner of an insurance policy; generally, but not always, the insured.
Maximum lifetime benefit of a given insurance policy; often $1 million, although some policies have no limit.
A loan made by an insurance firm to a policyholder on the security of the cash value of the policy
The early termination of an insurance product by the policyholder.
The currency of Poland.See GoCurrency World Currencies Page & Currency Converter
The risk of loss when investing in a given country caused by changes in a country’s…
A pyramid scheme.
Group of related financial instruments, such as mortgages, combined for resale…
Any fund in which multiple investors contribute assets and hold them as a group….
Outstanding mortgage pool principal divided by the original principal balance, and expressed as a decimal between 0 and 1.
One method of accounting for a firm merger, in which the balance sheets of the…
A group of individuals or items that share one or more characteristics from which data can be gathered and analyzed.
The ability of an employee to retain benefits, such as a pension plan or insurance coverage, when switching employers.
The NASD’s system for secondary trading of unregistered securities in transactions…
A collection of investments all owned by the same individual or organization….
A strategy of hedging a stock portfolio against market risk by selling stock…
An individual who controls the assets of a mutual fund. The portfolio manager…
An individual who controls the assets of a mutual fund. The portfolio manager…
see modern portfolio theory.
Monitoring a collection a stocks, whether held in a real or imaginary portfolio,…
The rate of trading activity in a fund’s portfolio of investments, equal to…
The official currency of Portugal. Learn more about Portugal and the Portuguese Escudo at GoCurrency.com
Acronym for Point Of Sale. The physical location at which goods are sold to clients.
The total amount of a security that the trader is either long or short that…
In the FX markets, positioning refers to the placement of a trade in reference…
The maximum number of listed option contracts on a single security which can…
Commodities trader who, unlike most traders, takes a long-term, buy and hold…
Condition in which the cost of financing an investment is less than the return…
With ascending triangles, trend lines converge with a horizontal trend line…
Abbreviated as PVI, refers to an index that tries to determine the actions of…
A case in which long-term debt instruments have higher yields than short-term…
The control and occupancy of property.
The site at which transactions in the listed stocks occur.
To put a future date on a document or check, postponing when it becomes effective or negotiable.
The process of transferring entries from a journal of original entry to a ledger book.
The valuation of a firm following its latest round of funding, and equivalent…
The portion of a new issue, set aside by the lead underwriter for distribution…
A provision in a will, outlining that certain assets are to be transferred (poured over) to a trust.
The capability to act with force.
A right, granted in a written instrument such as a will or trust, permitting…
A legal document allowing a person to assign another person, called the attorney…
Producer Price Index – PPI – measures changes in the selling price producers…
Acronym for Preferred Provider Organization. A health care organization composed…
The issuance of an invoice prior to the good or service being provided.
A Pre-Budget Report (PBR) is delivered by the Chancellor to the House of Commons…
The right to precede in order, rank, or importance; priority
Any of the following metals: gold, silver, platinum, and palladium.
Any kind of fraudulent, deceptive, discriminatory, or unfavorable lending practices.
An anti-competitive measure employed by a firm in order to protect market share…
The profit prior to consideration of non-cash expenses.
To act in advance; to prevent.
The right of current shareholders to maintain their fractional ownership of…
The medical conditions existing before a health insurance policy was issued.
A class of ownership in a corporation that has a higher claim on the assets…
A type of debt that takes precedence over other debts.
Abbreviated as PPO, refers to a health care organization composed of physicians,…
A class of ownership in a corporation that has a higher claim on the assets…
A class of ownership in a corporation that has a higher claim on the assets…
A procedure in which a lender permits a mortgagor to avoid foreclosure by selling…
The initial document published by an underwriter of a new municipal securities offering.
The initial document published by an underwriter of a new issue of stock, and…
The withdrawal before the age of 59 ½, from a qualified retirement plan; generally accompanied by a penalty.
The underlying rationale or basis for an argument.
A tract of land including its buildings.
A bond whose selling price exceeds its par. Opposite of discounted bond.
The income received from selling an option.
The absolute difference between the market price of a convertible bond and the…
The absolute difference between the market price of a convertible security and the price at which it is convertible.
An offer to purchase shares in a firm from current shareholders at a premium…
A firm’s valuation right prior to its latest round of financing.
The interest paid before it is earned.
The payment of all or part of a debt preceding its due date.
A penalty sometimes burdened on a borrower who makes a prepayment.
A clause in certain loans, permitting the borrower to pay off the debt prior…
The likelihood that homeowners will pay off their mortgage loans early (i.e….
The average rate at which mortgage holders are expected to pay off their loans….
The act of determining how much a prospective home buyer might be eligible to borrow before he or she has applied for a loan.
The issuing of a longer-maturity bond in order to pay off an earlier bond, in…
A condition of a retirement plan that permits the dependents of a vested employee…
The current value of one or more future cash payments, after taking into consideration…
A conservative investment strategy characterized by a desire to avoid risk of loss.
The highest ranking officer in a corporation, following the Chairman of the…
A bid entered before the effective date of a secondary offering, made to stabilize the price during distribution.
The price before the levying of taxes.
The net profit before taxes, divided by net sales.
A technique used to calculate finance charges on a credit card account, taking…
The value or cost of an asset, typically expressed in monetary terms. For…
The Price and Volume Trend (PVT) is a cumulative total of volume adjusted according…
The change in the price of a security from one day’s close to the next day’s close.
Bound by a lower and upper trendline, the price channel is a continuation pattern…
The process of determining market prices by virtue of market interactions between buyers and sellers in a free marketplace.
Situation where indicators suggest trend in a different direction than price…
A condition in which the market has already altered the price of a security….
A common measure of the degree of expensiveness of a stock…
A common measure of the degree of expensiveness of a stock. The P/E ratio is…
The level to which the prices of assets reflect the available marketplace information.
Establishing the price of a good or service, as opposed to permitting it to be determined naturally through free market forces.
A significant price movement of a security or commodity between two trading sessions. Also known as gap.
Any index that tracks inflation by measuring price changes (i.e. the Consumer Price Index and the Producer Price Index).
An economic term referring to a situation in which a market leader sets the…
The highest and lowest prices that a commodity or option is allowed to reach…
The change in price of a stock over a period of time relative to that of a market…
The lowest and highest prices reached by a given security over a specified period…
The risk associated with a given security or physical commodity.
A pricing technique designed to allow a business to charge each potential client…
An option strategy utilizing the simultaneous purchase and sale of options of…
The minimum government-set price for a good, supported by payments to producers…
A stock’s capitalization divided by its book value. The value is the same whether…
A stock’s capitalization divided by its cash flow for the latest fiscal year….
See price/earnings ratio.
A common measure of the degree of expensiveness of a stock. The P/E ratio is…
The ratio of a stock’s capitalization to its sales over the trailing 12 months….
Abbreviated as PVBP, which refers to the change in the price of a given bond if the required yield changes by one basis point.
Overview – Price, wage and sales reports give insight into inflationary…
A stock index, where each stock affects the index in proportion to its price per share.
A title given by the Federal Reserve System to commercial banks or dealers who…
The original sale of a firm’s securities in which the proceeds from the sale are received directly by the firm.
The earnings per share, including common stock, stock options, and some convertible debt.
The main exchange, where a given stock is listed. The stock may trade on other…
A financial instrument whose value is not derived from that of another instrument,…
The main exchange, where a given stock is listed. The stock may trade on other…
The market for new securities issues, and purchased directly from the issuer.
The original sale of a firm’s securities, in which the proceeds from the sale…
The interest rate that commercial banks charge their most reliable borrowers…
Any form of accounts received that satisfy the lender’s criteria as specified…
A broker who acts as a settlement agent, provides custody for assets, provides…
The specialized brokerage services provided by brokers to specific clients who need non-standard services.
Commercial paper with a very high credit rating.
The interest rate that commercial banks charge their most reliable borrowers…
The mutual fund that attempts to match the return of the prime rate, by investing in high quality corporate debt.
The amount borrowed, or the part of the amount borrowed but unpaid. Also known as principal amount.
The arrangement that exists when one person acts on behalf of another (i.e….
The amount borrowed, or the part of the amount borrowed but unpaid. Also known as principal.
The outstanding balance of principal on a mortgage, which does not include interest or other charges.
The risk of losing the amount invested due to bankruptcy or default. There is…
The shareholder who owns more than ten percent of a firm’s outstanding shares.
A rule or ethical standard.
The preferred treatment of one debt over another.
A bond with a higher claim than other bonds from the same issuer.
A preferred stock which has a higher claim than other preferred stock from the same issuer.
A clause in certain loans, permitting the borrower to pay off the debt prior…
Opposite of public.
The providing of banking services to very wealthy individuals and families….
A firm whose shares are not traded on the open market. Opposite of public firm.
Represents household spending on all goods and services. Fluctuations in Private…
See private firm.
Any form of debt owed by individuals and businesses within a given country.
A type of equity security of firms that are not listed on a public exchange.
Private sector funds available without government involvement or support.
Abbreviated as PIPE, which refers to a transaction in which accredited investors…
A letter sent by the IRS in response to a request for clarification or interpretation of a tax law.
A limited partnership with less than 35 limited partners, and thus able to avoid SEC registration.
See private firm.
Abbreviated as PMV, refers to the value of a firm if each of its parts were…
Abbreviated as PMI, refers to mortgage insurance provided by nongovernment insurers…
The value of actual and expected purchases of new capital. Capital purchases…
The sale of securities directly to institutional investors, such as banks, mutual…
The part of a nation’s economy which is not controlled by the government.
Mortgage-backed securities issued by a non-governmental financial institution.
Abbreviated as PSLRA, refers to the act of legislation that made significant…
The repurchasing of all of a firm’s outstanding stock by employees or a private…
A special right granted to somebody.
A convertible bond that has attached warrants.
A dealer of options.
Any kind of private or secret knowledge.
A curve displaying all the values that the random variable can take and the likelihood that each will occur.
The review or testing of a will before a court of law to ensure that the will is authentic.
Any form of money received through a sale or loan.
To acquire or obtain.
The entity that manufactures a product. Also known as maker.
Tracks inflation in producer and import prices in Switzerland . The headline…
Producer Price Index – PPI – measures changes in the selling price producers…
A monthly survey that measures change in input prices as incurred by UK manufacturers….
A monthly survey that measures the price changes of goods produced by UK manufacturers….
Measures changes in the selling prices received by producers. Because PPI analyzes…
Measures changes in the selling prices of goods and services used by Euro-zone…
Measures changes in the selling prices producers charge for goods and services,…
Measures changes in producer prices. Producer prices, also known as “factory…
Measures the change in the prices paid by domestic producers. Producer prices,…
The final output of the manufacturing process, offered to the marketplace to satisfy a specific need or want.
Producing or tending to produce goods and services having exchange value..
Producing or tending to produce goods and services having exchange value.
A release of economic data outlining the output each unit of labor is producing…
An occupation, especially one that requires further education.
A summary of a firm’s products and operations.
The positive gain resulting from an investment or business operation after subtracting for all expenses. Opposite of loss.
Having the ability to earn a profit.
An official quarterly or annual financial document published by a public firm, showing earnings, expenses, and net profit.
A business unit or department that is treated as a distinct entity enabling…
An individual who aims for high profits, often at the expense of others.
The post-taxes net profit divided by total sales revenue, for a given 12-month period, expressed as a percentage.
The primary objective for which firms strive to achieve.
The post-taxes net profit divided by total sales revenue, for a given 12-month period, expressed as a percentage.
An agreement in which an employer shares some of its profits with its employees….
The strategy utilized by investors of selling when prices, with the hope of securing gains.
An announcement made by a public firm following its earnings announcement indicating…
A description of financial statements that have at least one hypothetical condition built into the data.
The stated policy or course of action followed by an individual or institution regarding its financial matters.
A type of computer-driven and automatically-executed program to trade securities,…
A tax system in which those who earn higher incomes pay a higher percentage…
A set of related tasks which have a specific goal.
The expected date on which the final payment of a collateralized mortgage obligation must be received.
A quantitative estimate of future, economic, or financial performance.
A document signed by a borrower promising to repay a loan under agreed-upon terms. Also known as note.
An activity (i.e. a sale or advertising campaign) that is designed to increase visibility or the sale of a product.
Any form of evidence that substantiates a claim.
Any form of evidence that demonstrates that a business model or idea is feasible.
Something at the disposal of a person, a group of persons, or the community.
The process of assigning a value on an asset for the purpose of taxation. Also refers to the tax itself. A
A type of insurance policy that pays for damage caused to the property of others,…
A written record of personal property owned, along with price paid and current value, and used for tax or insurance purposes.
A local tax levied on property owned, such as real estate or automobiles. Generally federal income tax-deductible.
A method of shareholder voting in which the members are not required to vote…
A system, where all levels of income are taxed at the same rate. Also known as flat tax.
A formal description of the creation or termination of a contract. A proposal…
Any kind of transaction made by a securities firm that affects the firm’s account, but not the accounts of its clients.
A self-employed owner of an unincorporated business (also known as a proprietorship), or an owner of real estate.
A business structure in which an individual and his or her firm are considered a single entity for tax and liability purposes.
A proprietary trader is one who is involved with transactions….
Having the quality of occurring on a proportional basis.
Having the quality of occurring on a proportional basis.
The quality of allocating proportionately.
The potential of a given client.
A legal document providing securities or mutual fund shares for sale, required…
Having the quality of financial well-being.
The government’s placing of duties or quotas on imports, in order to protect domestic industries from global competition.
A put option purchased for an underlying security, previously owned by the holder…
The purchasing of put options whose underlying security is already held in the same portfolio.
A statement that expresses disagreement with a payment, and reserves the right to recover it later.
A type of retirement plan prepared by a bank, securities firm, or other financial institution that may be adopted by an employer.
Any clause or stipulation in an agreement (i.e. acceleration, accidental death…
A feature in a convertible issue enabling the issuer to call the issue if the price of the stock reaches a certain price.
An earnings report item estimating current year tax liability.
Occurring n the following month.
A written authorization given by a shareholder for someone else, generally the…
A strategy that a firm may take in the case of a hostile takeover. A proxy contest…
A strategy that a firm may take in the case of a hostile takeover. A proxy contest…
A document that the SEC requires a firm to send to its shareholders that provides…
A vote that is cast by one entity on behalf of another. In the context of securities,…
The revised version of the prudent man rule required by ERISA to guide managers of pension and profit sharing portfolios.
The primary rule for which professional money management, as stated by Judge…
The primary rule for which professional money management, as stated by Judge…
Acronym for Public Securities Association, which refers to a trade organization…
Acronym for Private Securities Litigation Reform Act of 1995, which refers to…
The ISO currency code for the Portuguese Escudo. Learn more about Portugal and the Portuguese Escudo at GoCurrency.com
Having shares available to retail investors in the open market.
A bond, issued by a U.S. government-sponsored agency, and allowing certain groups…
A record kept by an exchange member of the limit orders that have not yet been…
A firm that has issued securities through an offering, and are now traded on…
Anything that is openly available to everyone and not subject to copyright protection.
An employee of the state.
Equity capital invested in a public firm.
The amount of money financed to the UK government. A higher value indicates…
The portion of a firm’s outstanding shares that is in the hands of public investors,…
An exception to the free-market system marked by two characteristics. First,…
A spread of information that attracts attention to a firm, product, person, or event.
A limited partnership that is registered with the SEC and is offered to the general public through broker/dealers.
A firm that has previously issued securities through an offering, and which…
A firm that has previously issued securities through an offering, and which…
A fund with a fixed number of outstanding shares, and behaves more like stock…
The making available of a new securities issue to the public through an underwriting. Also known as offering.
Abbreviated as POP, refers to the price at which a new securities offering is made upon availability to the public.
See public firm.
A type of municipal bond which exempt from federal income taxes, provided the…
Something recorded in a publicly accessible place.
Any kind of efforts to establish and maintain a firm’s image with the public.
The part of the economy concerned with providing basic government services.
The amount of new debt held by the UK governments. In the long run, the public…
Abbreviated as PSA, refers to a trade organization of dealers, brokers, and bankers who underwrite and trade securities offerings.
An organization providing a basic service to the public, such as water, energy, transportation, or telecommunications.
A government project created for good of its citizens.
The currency of Puerto Rico.See GoCurrency World Currencies Page & Currency Converter
To obtain ownership of a security or other asset in exchange for money or value. Also known as buy.
A type of accounting method used in any merger not treated as a pooling of interests.
A legal agreement detailing a sale of property, including price and terms.
A home-financing technique in which a buyer borrows from the seller instead…
The written authorization for a supplier to ship products at a specified price..
The payment of the full purchase price, in cash.
An individual who acquires by the payment of money or its equivalent
The value of money, as measured by the quantity and quality of products and services it can buy. Also known as buying power.
The theory that, in the long run, identical products and services in different…
The potential risk of loss in the value of cash due to inflation.
A market characterized by a large number of independent sellers of standardized products.
A portfolio that is managed as to perfectly match the performance of the overall market.
An equipment lease, generally for a short term, in which the lessee does not…
A market, where one firm has control over the entire market for a product, generally…
A mutual fund that does not require a sales or redemption charge or a 12b-1 fee.
A firm devoted to only one industry, or a firm whose stock price is highly correlated…
A loan backed by securities and used for purchasing other securities, in accordance with Federal Reserve Board margin requirements.
To furnish or provide.
The range of control or expertise.
An option contract that gives the holder the right to sell a certain quantity…
The uncommon type of bond, allowing for the bondholder to redeem the bond at…
The put volume divided by call volume for a specific period of time.
An option contract that gives the holder the right to sell a certain quantity…
A relatively uncommon feature of a bond that allows the holder to redeem the…
A type of investment strategy, where an investor combines long and short puts to create a spread with little risk of loss.
A swaption in which the buyer has the right to enter into a swap as a floating-rate payer.
A security that provides the holder with the right to sell the underlying security at a specified price.
Acronym for Price Value of a Basis Point, which refers to the change in the…
Acronym for Positive Volume Index. An index that tries to determine the actions…
The ISO currency code for the Paraguayan Guarani. Learn more about Paraguay and the Paraguayan Guarani at GoCurrency.com
The idea that a portfolio should be built on a solid base of low-risk investments with a smaller amount of high-risk investments.
The use of profits earned on open positions to purchase additional securities.
An illegal investment scheme, where investors are promised impossibly high returns…