Money management
The process of managing Money, including investments, budgeting, Banking, and taxes. also called investment management.
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10-K,
Accounts receivable aging,
Aging schedule,
Agent bank,
Asset management account,
Accrual of discount,
Active management,
After-tax basis,
Amortization of premium,
All or any part,
At call,
Active money,
Accumulated earnings tax,
All-risks coverage,
Add-on service,
Abstract of title,
Attorney in fact,
Assignment of mortgage,
A shares,
Assets under management,
Automatic investment plan,
At the money,
After-tax contributions,
Age-weighted plan,
Across the board,
Additional paid-in capital,
Abusive tax shelter,
After-tax,
Alternative Minimum Tax,
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,
Balanced budget,
Bank reconciliation,
Below the line,
Books of final entry,
Books of original entry,
Bank credit,
Bank draft,
Bank holding company,
Bank Holiday,
Banking,
Banking Act of 1933,
Bank Note,
Bank Trust Department,
Barren money,
Bank-eligible issues,
Bureau of Public Debt,
Brought over the wall,
Buying on margin,
Buy on close,
Buy on opening,
Buy the book,
Broad money,
Balance of payments,
Bank Rate,
Board of Governors,
Banking syndicate,
Breaking the syndicate,
Bill of exchange,
Bill of sale,
Breach of trust,
By the book,
Bank term loan,
B shares,
Buy and write,
Balanced investment strategy,
Back taxes,
Before-tax income,
Break-even tax rate,
Breadth-of-market theory,
Beat the gun,
Capital investment,
Cash budget,
Cost Of Goods Sold,
Cost of sales,
Commercial bank,
Consumer bank,
Call,
Call date,
Called away,
Called bond,
Call price,
Call protection,
Call risk,
Certificate of Participation,
Committee on Uniform Securities Identification Procedures,
Call money rate,
Code of procedure,
Capitalization of income,
Cost of Living Adjustment,
Cost-of-living index,
Council of Economic Advisers,
Cash and carry trade,
Chasing the market,
Chicago Board of Trade,
CLU,
Cost-of-living rider,
Capital budget,
Certificate of stock,
Cost of carry,
Certificate of title,
Cancellation of debt,
Certificate of Claim,
Cost of debt capital,
Cost of funds,
Closed-end investment company,
C shares,
Call option,
Call ratio backspread,
Call swaption,
Class of options,
Close to the money,
Covered call,
Certificate of Occupancy,
Cloud on title,
Class A Shares,
Class B Shares,
Crash of 1929,
Crash of 1987,
Capital gains tax,
Child and dependent care credit,
Consolidated tax return,
Coefficient of determination,
Cup and handle,
Certificate of delivery,
Close a position,
Cornering the market,
Curbs in,
Deferred tax,
Double budget,
Dealer bank,
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,
Desk (the),
Division of labor,
Due process,
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,
Deep in the money,
Deep out of the money,
Deed of Surrender,
Department of Housing and Urban Development,
Defensive investment strategy,
Dogs of the Dow,
Depth of market,
Eurodollar certificate of deposit,
Extended broad money,
E-mini,
Exchange of spot,
European Central Bank,
Export-Import Bank,
Effective tax rate,
Ex-all,
Estate tax,
Employee Retirement Income Security Act of 1974,
Earned income tax credit,
Estimated tax,
Excess profits tax,
Excise tax,
First In First Out,
Federal Savings and Loan Association,
Fractional reserve banking,
First call date,
Flow of funds,
Federal Call,
Front-ending an order,
Fiat money,
Forward P/E,
Factors of production,
Favorable balance of trade,
Federal Reserve Bank,
Foreign direct investment,
Form 8-K,
Form S-1,
Friends and family offering,
Full faith and credit,
Family of funds,
Fund of funds,
Free and clear,
Fixed investment trust,
Free right of exchange,
Federal Tax Identification Number,
Federal tax lien,
Flat tax,
Franchise tax,
Guaranteed Investment Contract,
G-7,
General Agreement on Tariffs and Trade,
G-8,
Growth and income fund,
Gather in the stops,
Gift tax,
Hart-Scott-Rodino Act of 1976,
Hit the bid,
House call,
House of issue,
Health Insurance Portability and Accountability Act,
Holder in due course,
Home equity line of credit,
Hidden tax,
Head and shoulders,
Hammering the market,
Held at the opening,
Holding the market,
Investment flows,
In escrow,
Investment bill,
Investment-grade bond,
Investment letter,
Investment security,
Investment value,
In-house,
Investment Advisor Act of 1940,
Investment bank,
Investment banker,
Investment Bankers Association,
Investment banking,
Investment banking group,
Investment Company Act of 1940,
In line,
Investment multiplier,
Insider Trading sanctions Act of 1984,
Internal Rate of Return,
Indication of interest,
Inc.,
In intestacy,
In play,
In-process research and development,
Investment company,
Investment fund,
Investment objective,
Investment policy,
Investment trust,
I/O strip,
Inheritance tax,
Investment property,
In-service withdrawal,
Investment philosophy,
Individual tax return,
Imbalance of orders,
In and out,
In sympathy,
In the tank,
Jointly and severally,
Jumping the gun,
Joint and several liability,
Joint and survivor annuity,
Joint tax return,
Last In First Out,
Lender of last resort,
Law of one price,
Lending at a rate,
Limit-on-close order,
Lawful money,
Law of demand,
Law of supply,
London International Financial Futures and Options Exchange,
London Inter-Bank Offer Rate,
Letter of comment,
Legal age,
Line of credit,
Lock-in,
Land banking,
Leading the market,
Locked in,
Luxury tax,
Level I quotes,
Member bank,
Money center bank,
Money order,
Mutual Savings Bank,
Municipal investment trust,
Maintenance call,
Make a market,
Margin call,
Market on close order,
Merchant bank,
Money management,
Medium of exchange,
Money,
Managing underwriter,
Money at call,
Money factor,
Mortgage banking,
Management buyin,
Management company,
Money flow,
Net investment,
National Bank,
Near money,
Negotiable certificate of deposit,
Negotiable Order of Withdrawal,
Notice of Sale,
National Association of Securities Dealers,
National Association of Securities Dealers Automated Quotations system,
Null and void,
Notice of Default,
Non-resident alien tax,
Naked call,
National Association of Real Estate Investment Trusts,
Non-investment property,
Normal retirement age,
Off the books,
One time charge,
Office of Thrift Supervision,
Out-of-favor,
Over-the-Counter,
On-floor order,
On margin,
One-share one-vote rule,
Opinion of title,
On account,
On-the-spot loan,
Open-end management company,
Out of the money,
Old age, survivors, and disability insurance,
On-balance volume,
On close,
One man picture,
On open,
On the opening,
Pooling of interests,
Pre-tax profit margin,
Profit and loss statement,
Pro forma,
Private banking,
Payment-in-kind security,
Price Value of a Basis Point,
Provisional call feature,
P&L,
Provision for income taxes,
Power of Attorney,
Prioritization of debt,
Purchase-money mortgage,
Property tax,
Paid-in capital,
Paid-in surplus,
Private Investment in Public Equity,
Passive management,
Preservation of capital,
Progressive tax,
Proportional tax,
Point-and-figure chart,
Painting the tape,
Put/call ratio,
Reports and Records,
Return of capital,
Return on Capital,
Return on Invested Capital,
Return on Total Assets,
Regional bank,
Retail banking,
Real Estate Mortgage Investment Conduit,
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,
Regulated investment company,
Regulation A,
Right of first refusal,
Right of rescission,
Revolving line of credit,
Right of recourse,
Rule of 78,
Right of redemption,
Retirement Equity Act of 1984,
Risk management,
Regressive tax,
Return on Capital Employed,
ROC,
ROCE,
Rate of return,
Real rate of return,
Selling, General and Administrative Expenses,
SG&A,
Savings and Loan,
Savings bank,
Sight letter of credit,
S&L,
State bank,
Securities and Exchange Commission,
Segregation of securities,
Sell the book,
Standard of living,
Statute of Limitations,
Statutory investment,
Sale and leaseback,
Satisfaction of debt,
Staggered board of directors,
Systematic investment plan,
Selling the spread,
Social Security Tax,
Selling short against the box,
Shorting against the box,
Sales tax,
S Corporation,
Self-employment tax,
Separate tax returns,
Sin tax,
Subchapter M,
Subchapter S Corporation,
Schedule C,
Securities Act of 1933,
Securities Acts Amendments of 1975,
Securities Exchange Act of 1934,
Seek a market,
Smart money,
S&P phenomenon,
Stop and reverse,
Tax anticipation note,
Tax-exempt bond,
Tax renevue anticipation note,
T-Bill,
Take a position,
Trailing P/E,
Tight money,
Tax haven,
Tax,
Tax schedule,
Tenancy by the entirety,
Truth in Lending,
Tax-free bond fund,
Tax-managed fund,
Tax lien,
Tax roll,
Transfer tax,
Tax deferral,
Tax-deferred,
The Street,
Timing the market,
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,
Taxpayer Relief Act of 1997,
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,
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 tax bond,
Uncovered call,
Unit Investment Trust,
Unified Tax Credit,
Unit of trade,
Unit of trading,
Value Added Tax,
Wholesale banking,
World Bank,
Waiver of premium,
Widow-and-orphan stock,
When, as, and if issued,
X or XD,
Yield to call,
Y shares,
Zero-base budgeting,
Zero-investment portfolio