Investment philosophy

Adjustable rate, Accreted value, Accrual of discount, Amortization of premium, Amortized value, At par, All or any part, At best, At call, Adjustable rate preferred stock, All-risks coverage, At risk, Add-on service, Abstract of title, Action to quiet title, Assignment to creditors, Attorney in fact, Adjustable Rate Mortgage, Advance rate, Annual Percentage Rate, Applicable federal rate, Assignment of mortgage, Aggressive growth fund, A shares, Asset allocation fund, At the money, Absorption rate, Across the board, Additional paid-in capital, Assessed value, Against the box, At the bell, At the close, At the figure, At the full, At the market, At the opening order, Automated Pricing and Reporting System, Away from the market, Accredited investor, Angel investor, Below the line, Books of final entry, Books of original entry, Book value per share, Burn rate, Banking Act of 1933, Balanced fund, Benchmark interest rate, Bid-to-cover ratio, Blend fund, Bond fund, Bureau of Public Debt, Brought over the wall, Buying on margin, Buy on close, Buy on opening, Buy the book, Balance of payments, Bank Rate, Base interest rate, Board of Governors, Breaking the syndicate, Bill of exchange, Bill of sale, Breach of trust, By the book, Base rate, Blended rate, Broker loan rate, Breakup value, B shares, Buy and write, Break-even tax rate, Breadth-of-market theory, Beat the gun, Capital growth, Contra account, Cost Of Goods Sold, Cost of sales, Certificate of Participation, Committee on Uniform Securities Identification Procedures, Conversion value, Coupon rate, Current market value, Current production rate, Call money rate, Code of procedure, Contra broker, Capitalization of income, Capitalization rate, Cap rate, Civilian unemployment rate, Cost of Living Adjustment, Cost-of-living index, Council of Economic Advisers, Cash and carry trade, Chasing the market, Cheapest to deliver, Chicago Board of Trade, Cash surrender value, Cash value, Cash value life insurance policy, CLU, Cost-of-living rider, Certificate of stock, Cost of carry, Certificate of title, Cancellation of debt, Certificate of Claim, Cost of debt capital, Cost of funds, Capital appreciation fund, Clone fund, Closed-end fund, Closed fund, Crossover fund, C shares, Class of options, Close to the money, Certificate of Occupancy, Cloud on title, Cash or Deferred Arrangement, Class A Shares, Class B Shares, Conservative growth, Crash of 1929, Crash of 1987, Child and dependent care credit, Coefficient of determination, Cup and handle, Certificate of delivery, Close a position, Cornering the market, Curbs in, Deposit in transit, Date of issue, Date of payment, Division of Enforcement, Division of Investment Management, Division of Market Regulation, Date of record, Dividend in arrears, Dividend rate, Desk (the), Discount rate, Division of labor, De-escalation clause, De facto, Durable Power of Attorney, Date of maturity, Debtor in possession, Debtor-in-possession financing, Deed of Release, Deed of Trust, Discharge of bankruptcy, Discharge of lien, Due-on-sale clause, Dual-purpose fund, Deep in the money, Deep out of the money, Deed of Surrender, Department of Housing and Urban Development, Dogs of the Dow, Depth of market, Economic value, Effective annual interest rate, Eurodollar certificate of deposit, Escrowed to maturity, Ex-legal, Either-or order, Exchange rate, Economic growth, Economic growth rate, E-mini, Exchange of spot, Ex-pit transaction, Effective tax rate, Ex-all, Enhanced index fund, Environmental fund, Equity fund, Exchange fund, Ex-warrants, Employee Retirement Income Security Act of 1974, Ex-rights, Ex-rights date, First In First Out, Federal Savings and Loan Association, Flight to quality, Floating-rate bond, Flow of funds, Fill or kill, Front-ending an order, Fund supermarket, Floating exchange rate, Foreign exchange rate, Forward exchange rate, Forward P/E, Factors of production, Favorable balance of trade, Federal Reserve Discount Rate, Fair market value, Form S-1, Friends and family offering, Fund, Fixed rate, Fixed-rate loan, Fixed-Rate Mortgage, Floating rate, Forward interest rate, Forward Rate Agreement, Full faith and credit, Family of funds, Focused fund, Fund family, Fund manager, Fund of funds, Free and clear, Free right of exchange, Federal ID Number, Fair value, Generally Accepted Accounting Principles, Growth stock, G-7, General Agreement on Tariffs and Trade, G-8, Global fund, Growth, Growth strategy, Growth and income fund, Growth fund, Gather in the stops, Growth industry, Hart-Scott-Rodino Act of 1976, Hit the bid, House of issue, Health Insurance Portability and Accountability Act, High-tech stock, Holder in due course, Home equity line of credit, Hedge fund, Head and shoulders, Hammering the market, Held at the opening, Holding the market, Imputed value, In escrow, Interest rate collar, Interest rate risk, Interest rate swap, Intrinsic value, Investment value, In-house, Investment Advisor Act of 1940, Investment Company Act of 1940, In line, Inflation rate, International Monetary Fund, Interest rate futures, Interbank Rate, Insider Trading sanctions Act of 1984, Internal Rate of Return, Investor relations, Indication of interest, Inc., In intestacy, Interest rate, Interest rate cap, Interest rate ceiling, Interest rate floor, In play, In-process research and development, Income fund, Index fund, Institutional fund, International fund, Investment fund, Interest rate option, I/O strip, In-service withdrawal, Imbalance of orders, In and out, Individual investor, Institutional investor, In sympathy, In the tank, Jointly and severally, Jumping the gun, Joint and several liability, Joint and survivor annuity, Last In First Out, Liquidation value, Lender of last resort, Law of one price, Lending at a rate, Limit-on-close order, Long Market Value, Law of demand, Law of supply, London International Financial Futures and Options Exchange, London Inter-Bank Offer Rate, Letter of comment, Line of credit, Loan-to-cost, Loan-to-value, Loan value, Loan-value ratio, Lock-in, Lifecycle fund, Load fund, Leading the market, Locked in, Long-term gain or loss, Level I quotes, Maturity value, Municipal bond fund, Muni fund, Make a market, Margin rate, Market on close order, Mark-to-market, Medium of exchange, Marginal propensity to consume, Market rate, Money at call, Mortgage rate, Mutual fund, Mutual fund custodian, Mutual fund symbol, Mill rate, Market-value weighted index, Net book value, Negotiable certificate of deposit, Negotiable Order of Withdrawal, Nominal rate, Notice of Sale, National Association of Securities Dealers, National Association of Securities Dealers Automated Quotations system, Net Asset Value, Null and void, Notice of Default, National Association of Real Estate Investment Trusts, Nominal value, Nonaccredited investor, Off the books, Office of Thrift Supervision, Out-of-favor, Over-the-Counter, On-floor order, On margin, Or better, Operating rate, Opinion of title, On account, On-the-spot loan, Open-end fund, Option income fund, Out of the money, Old age, survivors, and disability insurance, On-balance volume, On close, On open, On the opening, Pooling of interests, Profit and loss statement, Pass-through coupon rate, Payment-in-kind security, Premium over bond value, Premium over conversion value, Price Value of a Basis Point, P&L, Pour-over will, Power of Attorney, Prime rate, Prioritization of debt, Private Market Value, Pooled fund, Prime rate fund, Publicly-traded fund, Pure index fund, Pension fund, Paid-in capital, Paid-in surplus, Passive investor, Private Investment in Public Equity, Preservation of capital, Point-and-figure chart, Painting the tape, Qualified institutional investor, Replacement value, Reports and Records, Residual value, Retention rate, Return of capital, Return on Capital, Return on Invested Capital, Return on Total Assets, Run rate, Real interest rate, Rate covenant, Reading the tape, Regulation D, Regulation G, Regulation T, Regulation U, Round of funding, Rules of Fair Practice, Rate of exchange, Reciprocal of European terms, Real economic growth rate, Regional fund, Regulation A, Reverse Take-Over, Right of first refusal, Right of rescission, Right to Know, Rate-improvement, Rate lock, Renegotiable rate, Revolving line of credit, Right of recourse, Roll over, Rule of 78, Right of redemption, Retirement Equity Act of 1984, Return on Capital Employed, Rate of return, Real rate of return, Retail investor, Salvage value, Selling, General and Administrative Expenses, SG&A, Savings and Loan, Savings Association Insurance Fund, Sight letter of credit, S&L, Securities and Exchange Commission, Sinking fund, Spot rate, Straight value, Securities Investor Protection Corporation, Segregation of securities, Sell the book, Savings rate, Standard of living, Swap rate, Second-to-die insurance, Surrender value, Statute of Limitations, Sale and leaseback, Satisfaction of debt, Start rate, Staggered board of directors, Sector fund, Series fund, Socially responsible fund, Specialized fund, Specialty fund, Stock fund, Selling the spread, Short market value, Shareholder value, Selling short against the box, Shorting against the box, S Corporation, Short-term gain or loss, Standard mileage rate, Subchapter M, Subchapter S Corporation, Schedule C, Securities Act of 1933, Securities Acts Amendments of 1975, Securities Exchange Act of 1934, Seek a market, Small investor, Sophisticated investor, S&P phenomenon, Stop and reverse, T-Bill, Term to maturity, Take a position, Trailing P/E, Technical analysis, Tenancy by the entirety, Trust fund, Teaser rate, Truth in Lending, Tax-free bond fund, Tax-managed fund, Theoretical value, Tenancy at will, Top hat plan, The Street, Timing the market, Taxpayer Relief Act of 1997, Tax Reform Act of 1986, Tax Reform Act of 1993, Technical analyst, Technical indicator, Take a bath, 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, Unbalanced growth, Unemployment rate, Unit of trade, Unit of trading, Variable rate, Value stock, Value averaging, Value investing, Value Added Tax, Written-down value, World fund, Waiver of premium, Widow-and-orphan stock, W-2 Form, W formation, When, as, and if issued, X or XD, Year-over-year, Year-To-Date, Yield to call, Yield to maturity, Yield to worst