(210) 802-1499
(210) 802-1499

Business Glossary

a

Assets
Asset allocation
Asset case
Audit
Allowable Cost
Annual percentage yield (APY)

b

Bankruptcy

d

Debt-to-income ratio
Due diligence
Debt consolidation

e

E-file
E-commerce
Estate
Employee savings plan
Emergency fund

f

Fair market value
Fractional ownership

g

Government bond

h

Housing expense ratio
Household income

i

Investment income

k

Key Performance Indicator (KPI)

l

Liquidity
Loan calculator
Leverage
Load
Line of Credit
Living Trust

m

Margin
Mutual Fund
Maturity Date
Mortgage

n

Note
Net worth
Negative Equity
Non-liquid Asset
Net income

o

Options

p

Private Equity
Profit and loss statement
Purchase Agreement
Periodic Rate

q

Quantitative Easing

r

Rebate
Risk
Refinance
Recession
Roth IRA

s

Signature loan
Self-employment tax
S corporation
Self-directed IRA
Stockbroker
Schedules

t

Traditional IRA

u

Unsecured debit
Use tax

v

Venture capital

y

Year to Date (YTD

z

Zero-rated