SourceOne Stock Info  Your one source site for stock research

 

Glossary of Investment Terms

 

A

 

Accrued Interest

 

Interest that has accumulated between the most recent payment and the sale of a bond or other fixed-income security. At the time of sale, the buyer pays the seller the bond's price in addition to accrued interest, calculated by multiplying the coupon rate by the number of days that have elapsed since the last payment.

 

 

 

Affidavit of Domicile

 

Document or written statement made by the executor of an estate which certifies the decedent's place of residence at the time of death. Before securities can be transferred from an estate, it must be verified that no liens exist against them in the home state of the decedent.

 

 

 

Amortization

 

Accounting procedure that progressively reduces the cost value of a limited life or intangible asset through periodic charges to income.

 

 

 

Alternative Minimum Tax (AMT)

 

Federal tax aimed at ensuring wealthy individuals, trusts, estates and corporations pay at least some income tax. There are separate calculations for individuals and corporations.

 

 

 

Annuity

 

Form of contract sold by life insurance companies that guarantees a fixed or variable payment to the annuitant at some future time, usually retirement.

 

 

 

All-Or-None

 

A qualifier used to signify that no partial transaction is to be executed. The order will not be filled unless the full number of shares are available to be bought or sold at your requested price at the same time.

 

 

 

Annual Percentage Rate (APR)

 

Cost of credit that consumers pay, expressed as a simple annual percentage rate.

 

 

 

Ask

 

Price at which a security or commodity is offered for sale on an exchange or in the over-the-counter market. Generally, it is the lowest round lot price at which a dealer will sell.

 

 

 

Automatic Reinvestment

 

Mutual fund term used to describe a fund service giving shareholders the option to purchase additional shares using dividends and capital gain distributions.

 

 

Search for glossary terms alphabetically:

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z