Questions tagged [terminology]
For questions about the meaning and usage of specific terms used in personal finance, alternative names for concepts, etc.
388 questions
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What is the difference between the balance of an account and the total amount money of it?
Are these equations correct?
Balance = asset - debt
Total amount of money = asset - debt
If yes, then I don't get why we need to use the word "balance" instead of "total". I ...
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Is PayPal considered a digital asset?
On Federal Tax Return 1040 it ask if you At any time during 2024, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a ...
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Does REIT ETF count as "Hard Assets"?
I'm reading "The Permanent Portfolio" by Harry Browne, in Chapter 6 it talks about diversification strategies,
Most assets held by investors are so-called “paper assets.” A paper
asset is ...
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What does Takeout and Putup mean?
What does takeout and putup values mean in fixed income trade and how would you interpret these values?
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What exactly is wrong with treating two conceptually similar trading indicators as independent pieces of evidence?
Suppose you come across a financial trading system which starts by checking a security's 200-Period Moving Average, either by itself or in conjunction with the security's price data, perhaps signaling ...
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Why are Market Cap Categories Not Consistent?
According to Investopedia, a "small cap" company is between $300M and $2Bn. However, on Fidelity, companies are marked as being "micro cap" until they have a market cap greater ...
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What does "Puttable Upon Death Of Holder" mean when purchasing a CD online from a brokerage via a Joint-Tenant w/ Survivorship account?
What does "Puttable Upon Death Of Holder" mean when purchasing a CD online from a brokerage via a Joint-Tenant with Survivorship account? Who is the "holder" in that case? And ...
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What is a trust? (Canada)
I'm having a very difficult time researching what exactly a trust is. Is a for-profit company with some additional agreements? Is it a not for profit?
If it's neither of the two, and is simply a ...
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What legal dictionary does the CRA use for business and tax terminology?
I am currently looking for the technical definition used by Canada's Revenue Agency for these words:
Payment
Capital Debt Obligation
To determine whether payments made towards my margin loan in my ...
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Is it wrong to say that a company only has a single stock?
I'm a newbie to investing and I was doing some research regarding the difference between stocks and shares. According to Investopedia stock simply refers to partial ownership of a company, whereas a ...
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Given a pair of currencies, are there one or several interbank currency exchange rates?
Let's consider a pair of currencies, e.g. EUR -> USD. Are there one or several interbank currency exchange rates?
I see that both Revolut and OFX claim to use the interbank currency exchange rate, ...
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What does the EE stand for in EE bonds?
I wonder what the letters "EE" represent in "EE bonds", i.e. whether it's an acronym and if so, what the full form of the EE acronym? I searched quite a bit and couldn't find the ...
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What's the difference between markups and "commissions, transaction fees and contract fees" when purchasing individual bonds on the secondary market?
I read on forbes.com:
It can be difficult for investors to know the true cost of individual bonds on the secondary market, as prices frequently include markups. In addition, it’s entirely possible to ...
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What's the difference between "Frais de gestion annuels (max.)" (~expense ratio) and "Total des frais sur encours" (~expenses on outstanding amounts)?
I see two fees on the ETF report below:
Frais de gestion annuels (max.), which can be translated as expense ratio.
Total des frais sur encours, which can be translated as total expenses on ...
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What's the "Fixed Interest Strategy Amount Withheld" in a life insurance?
For example, I'm looking at the Nationwide Indexed Universal Life Accumulator II 2020 life insurance with a Long-term Care Rider. Each month, the client pays some premium, say 50 USD. From the amount, ...