Exclusion

10-K, 12b-1 funds, Average accounting return, After-tax basis, At par, All or any part, At best, At call, Accumulated earnings tax, Accommodative monetary policy, All-risks coverage, At risk, Annual return, Add-on service, As is, Attorney in fact, A shares, At the money, After-tax contributions, Additional paid-in capital, Abusive tax shelter, After-tax, Alternative Minimum Tax, Amended return, At the bell, At the close, At the figure, At the full, At the market, At the opening order, Bid-to-cover ratio, Brought over the wall, Buying on margin, Buy on close, Buy on opening, Break-even analysis, Benchmark risk, B shares, Before-tax income, Break-even tax rate, Capital loss, Call risk, Committee on Uniform Securities Identification Procedures, Credit risk, Country risk, Cash value life insurance policy, Casualty loss, CLU, C shares, Counterparty risk, Cloud on title, Cash or Deferred Arrangement, Class A Shares, Class B Shares, Cover, Capital gains tax, Capital loss carryover, Consolidated tax return, Close a position, Curbs in, Deferred tax, Deposit in transit, Do Not Reduce, Dividend in arrears, Diminishing return, De-escalation clause, De facto, Debtor in possession, Debtor-in-possession financing, Default risk, Due-on-sale clause, Deep in the money, Diversifiable risk, Downside risk, Earnings report, Equity risk premium, Event risk, Either-or order, Easy monetary policy, E-mini, Excluded risk, Effective tax rate, Ex-all, Expected return, Estate tax, Earned income tax credit, Estimated tax, Excess profits tax, Excise tax, Even lot, Even spread, Even up, First In First Out, Fill or kill, Front-ending an order, Forward P/E, Fiscal policy, Forward cover, Form 8-K, Form S-1, Financial risk, Federal Tax Identification Number, Federal tax lien, FIN, Flat tax, Franchise tax, Generally Accepted Accounting Principles, General Obligation Bond, General account, General Securities Representative Examination, G-7, General Accounting Office, General Agreement on Tariffs and Trade, G-8, General lien, General mortgage, Gather in the stops, Gift tax, Holder in due course, HUD-1 statement, Hidden tax, Held at the opening, In escrow, Interest rate risk, In-house, In line, Individual policy pension trust, Insurance policy, Internal Rate of Return, Inc., In intestacy, In play, In-process research and development, Income risk, Investment policy, I/O strip, Inheritance tax, In-service withdrawal, Idiosyncratic risk, Individual tax return, In and out, In sympathy, In the tank, Joint return, Joint tax return, Last In First Out, Limited risk, Lending at a rate, Limit-on-close order, Legal risk, Lock-in, Load-adjusted return, Locked in, Long-term gain or loss, Loss carryover, Luxury tax, Level I quotes, Make a market, Market on close order, Monetary policy, Master policy, Money at call, Mortgage risk, Mean return, Market return, No limit order, No quote, No-Fault, Nonparticipating life insurance policy, No-Action Letter, No-lien affidavit, No-load, Non-resident alien tax, No-load stock, No book, Over-the-Counter, On-floor order, On margin, Or better, On account, On-the-spot loan, Ordinary loss, On-balance volume, On close, On open, On the opening, Open repo, Overnight repo, Pre-tax profit margin, Profit and loss statement, Payment-in-kind security, Premium over bond value, Premium over conversion value, Price Value of a Basis Point, P&L, Productivity report, Policy, Policy limit, Policy loan, Policy surrender, Pour-over will, Prepayment risk, Principal risk, Passive loss, Property tax, Paid-in capital, Paid-in surplus, Private Investment in Public Equity, Progressive tax, Proportional tax, Paper loss, Quarterly report, Quick turn, Return of capital, Return on Capital, Return on Invested Capital, Return on Total Assets, Risk adjusted return, Return, Risk, Regulation D, Regulation G, Regulation T, Regulation U, Rule 15c3-1, Round turn, Reinvestment risk, Regulation A, Reverse Take-Over, Roll over, Risk/return trade-off, Risk arbitrage, Risk-averse, Risk management, Risk neutral, Risk premium, Risk seeking, Regressive tax, Return on Capital Employed, Rally, Rate of return, Real rate of return, Repo, Reverse repo, Risk capital, Selling, General and Administrative Expenses, SG&A, S&L, Stop-loss, Systemic risk, Series 3, Summary annual report, Severally but not jointly, Scorched-earth policy, Social Security Tax, Santa Claus rally, Short cover, Sales tax, S Corporation, Self-employment tax, Separate tax returns, Short-term gain or loss, Sin tax, Subchapter M, Subchapter S Corporation, Schedule C, Seek a market, S&P phenomenon, Tax anticipation note, Tax-exempt bond, Tax renevue anticipation note, T-Bill, Take a position, Total return, Trailing P/E, Tight monetary policy, Tax haven, Tax, Tax schedule, Total return index, TED spread, Truth in Lending, Tax-free bond fund, Tax-managed fund, Tax lien, Tax roll, Tenancy at will, Transfer tax, Tax deferral, Tax-deferred, Top hat plan, Tax-advantaged, Tax audit, Tax base, Tax basis, Tax bracket, Tax-deductible, Tax deduction, Tax-efficient, Tax evasion, Tax-exempt, Tax identification number, Tax loss carryback, Tax loss carryforward, Tax lot, Tax planning, Tax preference item, Tax Reform Act of 1986, Tax Reform Act of 1993, Tax return, Tax sale, Tax shelter, Tax shield, Tax swap, Tax tables, Take a bath, Term repo, Thin market, U.S. Government Agency Security, U.S. Savings Bond, U.S. Treasury, U.S. Treasury Bill, U.S. Treasury Bond, U.S. Treasury Note, U.S. Treasury Securities, Unlimited risk, Unlimited tax bond, Unsystematic risk, Unified Tax Credit, Unrealized loss, Vanishing premium policy, Value Added Tax, W-2 Form, X or XD, Year-over-year, Y shares