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Quickbooks Software
Terms Starting... _
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Term
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10-K
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10-Q
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1099
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12b-1 fees
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3-year Earnings Growth
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401(k)
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403(b)
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50, 200-day Average Price
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52-week range
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Accidental Death Benefits
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Account type
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Accounts payable
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Accounts receivable
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accrual
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Accrual-basis accounting
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Accrued interest
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Accrued taxes
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Accrued wages
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Acquisition
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Actual Cash Value
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Adjusted Gross Income (AGI)
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Adjusted Trial Balance
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ADR
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Aggressive investment
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Aging Accounts Receivable
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AIMR
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Allowance Method
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Alpha coefficient
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Alternative Minimum Tax (AMT)
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American Stock Exchange (ASE or AMEX)
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Americans with Disabilities Act (ADA)
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Amortization
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Annual percentage rate (APR)
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Annual percentage yield (APY)
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Annual report
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Annualized gain
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Annualized return
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Annuity
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Appreciation
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Arbitrage
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Ask
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Asset allocation
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Asset class
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Asset management account
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Asset-equity ratio
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Assets
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Automobile Insurance
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Automobile Shared Market
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Average annual return
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Average Collection Period
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Average Credit Quality
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Average Effective Duration
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Average Effective Maturity
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Average Nominal Maturity
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Average Weighted Maturity
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Averages
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Back-end load
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Balance sheet
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Balanced fund
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Balanced Scorecard
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Basis
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Bear market
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Before-tax earned income
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Beneficiary
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Beta coefficient
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Bid
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billing department
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Binder
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Black Scholes Option Pricing
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Block trade
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Blue-chip fund
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Blue-chip stocks
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Board of Directors
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Bodily Injury
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Bodily Injury - Liability
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Bodily Injury - Uninsured
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Bond
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Bond rating
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Bond-oriented mutual funds
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Book value
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Broker
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Brokerage
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Budget Variance
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Bull market
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Business plan
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Buying on margin
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Bypass trusts
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Cafeteria plan
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Call
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Callan Associates
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Capital assets
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Capital expenditures
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Capital gain
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Capital loss
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Cash
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Cash Burn Rate
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Cash Flow Statement
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Cash-value life insurance
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Certificate of deposit (CD)
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Close
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Closed-end mutual fund
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Closing costs
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Collectibles
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Commercial Paper
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Commissions
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Composite price
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Compound interest
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Consensus Ratings
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Conservative
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Consumer debt
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Consumer Price Index (CPI)
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Contract
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Contrarian investing
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Corporate actions
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Corporate bonds
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Corporation
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Cost of goods sold (COGS)
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Cost Structure
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Covariance
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Credit rating
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Credit score
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Current Assets
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Current balance
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Current ratio
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CUSIP number
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Debit card
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Debt Service
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Debt Service Coverage Ratio (DSCR)
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Debt-assets ratio
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Debt-equity ratio
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Deductible IRA
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Deep-discount brokerage
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Deferred gain
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deferred revenue
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Defined-benefit pension plan
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Defined-contribution pension plan
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Deflation
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Depreciation
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Depreciation, depletion and amortization
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Derivative
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Direct stock purchase (DSP)
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Direct stock purchase (DSP)
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Discount brokerage
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Disinflation
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Distribution
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Diversification
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Divestiture
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Dividend reinvestment plan (DRIP)
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Dividend yield
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Dividends per share (Div/Shr)
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Dollar-cost averaging
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Domestic bond mutual fund
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Domestic stock mutual fund
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Dow Jones industrial average (DJIA)
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Durable family power of attorney
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Duration
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Earned income
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Earnings
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Earnings growth rate
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Earnings limits
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Earnings per share (EPS)
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Earnings surprise
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Earnings yield
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Education IRA
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Effective Date
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Effective tax rate
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Electronic Communications Network (ECN)
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Emergency fund
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Emerging growth fund
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Employee stock ownership plan (ESOP)
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Employee stock purchase plan (ESPP)
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Employer contribution (to tax-deferred savings)
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Employer Identification Number (EIN), or Federal ID Number
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Ending balance
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Equity
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Essential Services
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Estate
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Estate planning
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Estate tax
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Ex-dividend (Ex-Div)
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Ex-dividend date
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Excess Personal Injury Protection (PIP)
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Exchange
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Exercise price
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Exit strategy
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Expense projections
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Expense ratio
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External Failure Costs
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Extraordinary Medical Benefits
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Fair Labor Standards Act (FLSA)
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Family & Medical Leave Act (FMLA)
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Family finances
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Federal estate tax bracket
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Federal Insurance Contributions Act (FICA)
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Federal Reserve Board
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Fiduciary
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Finance charges
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First Boston High Yield Index
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Fiscal year end (FYE)
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Fixed Asset
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Fixed-income investment
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Fixed-rate loan
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Flexible benefits plan
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Flexible spending account (FSA)
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forbearance
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Forward P/E
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Franchise
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Front-end load
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Full-service brokerage
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Fund Category
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Fund Expense Projections
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Futures contract
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GDR
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General Ledger
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Ginnie Mae
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Global fund
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Government bond
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Gross profit
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Growth fund
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Growth rate
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Growth stock
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Guardianship provisions
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Health Maintenance Organization (HMO)
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Hedge fund
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Home equity loan
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Homeowners Policy
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Household Goods Policy
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Household income
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Hybrid Fund
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Illiquid investment
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Income Disability Benefits
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Income fund
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Income per employee
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Income Statement
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Income stocks
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Incremental Cost
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Incremental Revenue
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Incremental-Cost Approach
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Independent contractor
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Index fund
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Individual Retirement Account (IRA)
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Industry class
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Inflation
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Initial public offering (IPO)
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Inside information
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Insider
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Insider holdings
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Insider trading
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Instinet
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Institutional Shareholder
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Insurance
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Insured
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Insurer
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Interest
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Internal Failure Costs
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Internal rate of return (IRR)
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International fund
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International stocks
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Intrinsic Stock Price
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Intrinsic value
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Inventory
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Inventory financing
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Inventory Turnover
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Investment income
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Investment portfolio
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IPO lockup period
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Job-Order costing
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Johannesburg Stock Exchange Gold Index
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Journal
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Journalizing
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Junk bonds
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Keogh
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Large-Cap Blend Fund
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Large-Cap Growth Fund
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Large-cap stock
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Large-Cap Value Fund
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Lease
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Lehman Brothers Aggregate Bond Index
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Lehman Brothers Corporate Bond Index
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Lehman Brothers Government Bond Index
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Lehman Brothers Governments/Corporate Index
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Lehman Brothers Intermediate-Term Treasury Index
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Lehman Brothers Long-Term Treasury Index
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Lehman Brothers Mortgage-Backed Securities Index
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Lehman Brothers Municipal Bond Index
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Leverage
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Liability
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Liability Coverage
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Liability Insurance
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Liability, Collision and Comprehensive
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Licensing
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Lien holder
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Life expectancy
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Life insurance
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LIFO
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Limit
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Limit order
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Limited Liability Company (LLC)
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Limited Partnership
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Liquid net worth
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Listed
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Litigation
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Living will
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Load
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Loan to Value
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Lock-up period
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Long-Term Debt
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Long-term health care or nursing home insurance
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Loss
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Loss Assessment
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Loss of Income Benefits
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Loss of Services Benefits
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Lots
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Lump-sum distribution
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Margin account
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Margin call
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Marginal income tax bracket
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Market capitalization
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Market Close
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Market index
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Market order
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Market outperform
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Market price
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Market share
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Market value
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Maturity
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Medical Benefits
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Medical Expenses
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Medical Payments Insurance - Automobile
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Medical Payments Insurance-Homeowner
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Medical power of attorney
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Medicare
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Mid-Cap Blend Fund
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Mid-Cap Growth Fund
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Mid-cap stock
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Mid-Cap Value Fund
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Minimum initial investment
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Minimum wage
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Money market
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Monthly Work Loss
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Morgan Stanley Capital International All Country Index
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Morgan Stanley Capital International EAFE ex-Japan Index
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Morgan Stanley Capital International Europe Index
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Morgan Stanley Capital International Pacific Ex-Japan Index
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Morgan Stanley Capital International Pacific Index
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Morgan Stanley Capital International World Ex-U.S. Index
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Morningstar
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Mortgage debts
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Mortgage loan
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Moving average
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Municipal bonds
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Mutual fund
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Nasdaq Stock Market
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National Association of Securities Dealers (NASD)
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Needs
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Net asset value (NAV)
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Net Debt
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Net earnings per share (Net EPS)
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Net income
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Net Operating Income (NOI)
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Net present value (NPV)
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Net sales
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Net worth
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New York Stock Exchange (NYSE)
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Nikkei Stock Average
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No-load mutual fund
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Non-deductible IRAs
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Non-investment account
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Non-Medical Benefits
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Nondisclosure agreement
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Nonprofit corporation
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Open
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Open-end fund
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Option
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Oral contracts
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Order type
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OTC Bulletin Board
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Other Vehicles
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Outsource
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Outstanding shares
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Over-the-counter (OTC)
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Overvalued
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Owner if Other than Insured
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Par value
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Partnership
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Payback Period
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Payout Ratio
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Payroll
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PEG ratio
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Pension plan
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Percent Held By Insiders
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Percent unrealized gain or loss
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Percentage held by institutions
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Permit
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Personal Injury Protection (PIP)
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Personal Injury Protection Deductible
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Personal Property Coverage
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Personal unsecured loans
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Physical Damage Coverage
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Points
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Policy
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Policyholder
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Posting
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Preferred Provider Organization (PPO)
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Preferred Stock
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Premium
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Present Value
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Prevention Costs
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Previous Close
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Price-volume chart
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Price/Book Ratio (P/B)
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Price/Cash Flow
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Price/Earnings Ratio (P/E)
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Price/Sales Ratio (P/S)
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Primary care physician
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Prime rate
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Principal
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Principal account
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Private Mortgage Insurance (PMI)
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Process Costing
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Profit margin
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Profit sharing
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Property Damage
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Property Damage - Liability
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Property Damage - Uninsured Motorist
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Proprietary fund
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Prospectus
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Purchase Allowance
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Purchase return
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Put
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Qualified retirement plans
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Quality Cost Report
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Quick ratio
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Real Estate Investment Trust (REIT)
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Realized and unrealized gains
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Receivables Turnover
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Redemption fee
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Regional fund
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Rehabilitation Benefits
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Relative strength
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Renewal
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Replacement Cost for Contents
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Replacement Value
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Replacement value homeowners? or renters? insurance
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Required minimum distribution (RMD)
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Required rate of return
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Research Report (or Broker Report)
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Resident
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Return
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Return of capital
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Return on assets (ROA)
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Return on equity (ROE)
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Return on investment (ROI)
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Revenue Growth
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Revenue per employee
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Reverse Split
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Risk
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Risk-adjusted performance
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Rollover
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Roth IRA
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Russell 2000
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S&P 500
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S&P Index
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S&P Midcap 400
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S&P Smallcap 600
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S-Corporation, or Sub-Chapter S Corporation
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Salary Reduction Simplified Employee Pension Plan (SARSEP)
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Salomon Brothers Non-Dollar World Government Index
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Section 125 Plan
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Sector
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Sector fund
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Securities
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Securities and Exchange Commission (SEC)
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SEP-IRA
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Share price
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Share repurchase programs
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Shares Outstanding
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Sharpe ratio
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Short account
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Short value
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Shorting stocks
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SIMPLE IRA
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Simple Rate of Return
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Simplified Employee Pensions (SEP)
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Small Business Administration (SBA)
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Small cap
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Small-Cap Blend Fund
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Small-Cap Growth Fund
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Small-Cap Value Fund
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Social Security
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Socially responsible investing
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Sole proprietorship
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Split
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Split Limit
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Spousal IRA
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Spread
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SS-4
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Stacked Coverage
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Standard & Poors Midcap Index
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Standard deviation
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Startup
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Statistical Process Control
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Stock
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Stock Buyback
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Stock exchange
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Stock-oriented mutual funds
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Stockholders? Equity
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Substitutive Services Expenses or Loss/Services Benefits
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Sunk Cost
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Supplemental Un-insured/Under-insured Motorist Coverage
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Survivors Benefits
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