Terms with Tag Investment
- Annuity Factor Method — Definition,
- A way of determining the maximum amount an annuitant can withdraw from an annuity before penalties are applied.
- Annuity in Advance — Definition,
- When payments are made at the start of a period as opposed to the end.
- Annuity in Arrears — Definition,
- When payments are made at the end of a period as opposed to the start.
- Annuity Ladder — Definition,
- A financial plan to purchase multiple annuities from different companies over a number of years in order to minimize interest rate risk and the risk of a total loss.
- Annuity Table — Definition,
- A table that can be used to find the future value of an annuity.
- Anti-Money Laundering Program (AMLP) — Acronym,
- Many insurance and investment firms, with the assistance of regulatory organizations, have programs in place to help prevent money laundering. These programs are designed to recognize techniques and risks as well as to aid in the process of verification of clients and their accounts.
- Appreciation — Definition,
- An increase in the value of a property or item.
- Asset-Backed Securities (ABS) — Acronym, Very Important,
- Securities backed by a pool of assets.
➥ Financial security made up of a bundle of assets. - Assumed Investment Return (AIR) — Acronym,
- Average Accounting Rate of Return (AARR) — Acronym,
- Average Rate of Return (AROR) — Acronym,
- Average Yield to Maturity (AYTM) — Acronym,
- Backflip Takeover — Definition,
- A form of takeover where the purchasing company becomes a subsidiary of the purchased company.
- Bank of America Investment Services, Inc. (BAI) — Company,
- Bank of Montreal Investment Counsel (BOMIC) — Acronym, Canada,
- Bank Spread — Definition,
- The difference between the interest rate a bank charges a borrower and the interest rate a bank pays a depositor.
- Basis — Definition,
- Relating to cost basis, this is the amount assigned to an asset from which a taxpayer determines capital gain or loss. For assets purchased, the basis is the price paid. Special rules apply to assets acquired through gift or inheritance, as well as to the value of stock funds held for a period during which earnings are reinvested.
- That on which a thing rests or is founded.
- Bear Market — Definition,
- When stock prices are decreasing, it's a bear market.
- Beneficiary — Definition,
- An individual or entity chosen to receive benefits from a will, trust, deed or insurance policy.
- Bond — Definition,
- A certificate of debt issued by a government or corporation guaranteeing payment of the original investment plus interest by a specified future date.
- Bond Ladder — Definition,
- A series of bonds with different maturity dates, often times evenly spaced over a set period of time.
- Borrower — Definition,
- A person who borrows money or obtains a loan.
- Break-Even Point (BEP) — Acronym,
- The point at which expenses meet income or savings. In home finance, the break-even point often refers to the time it takes to recoup the costs of refinancing a loan or paying discount points.
- British Columbia Investment Management Corporation (bcIMC) — Company, British Columbia, Canada,
- British Columbia Securities Commission (BCSC) — Company, Vancouver, British Columbia, Canada, Important,
- An independent government agency responsible for administrating and enforcing the Canadian Securities Act for the province of British Columbia.
➥ Canadian crown corporation. - Broker-Agent — Definition,
- An individual, usually in the employ of an insurance company, that is licensed as both an insurance broker and agent.
- Brown Brothers Harriman (BBH) — Acronym, United States, International,
- Bull Market — Definition,
- When stock prices are increasing and it's a healthy market, this is known as a bull market.
- Business (busn) — Abbreviation,
- Economic activities of a given type.
- A company, either for-profit or non-profit.
- Commercial, industrial or professional activities undertaken by an entity.
- Business Net Retention — Definition,
- A measure of the gross writings retained by a company for their own account.
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Annuity Factor Method -
Basis
Basis
