Glossary of Financial Terms
Let’s face it, to say that navigating through all of the financial jargon and terminology is a bit challenging, is an understatement. This glossary of financial definitions will help you better understand difficult or confusing terminology, in simple terms.
# 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
A real estate investment term for a tax deferral.
Is a tax-free, growth-minded savings account dedicated to paying for higher education.
An investment account that lets individuals trade stocks, bonds, ETFs, and mutual funds.
Represent one type of brokerage account that functions only on the funds available in the user’s account.
Are real estate investment trusts that invest in income-producing properties like hotels, office buildings, and restaurants.
Are third-party platforms that facilitate crypto buying, selling and trading.
Also referred to as a Bitcoin IRA, is a self-directed IRA that allows you to invest in digital currencies like Bitcoin and Ethereum.
A savings account that a legal adult opens and manages for a minor child.
A crypto exchange that does not maintain control of users’ funds. Transactions are peer-to-peer, and funds never go through an intermediary.
Delaware Statutory Trust (DST)
A type of real estate trust. It enables individual investors to own large, institutional-grade real estate they would otherwise not be able to afford.
A stockbroker or brokerage firm that charges lower fees and provides fewer services than full-service brokers.
Are real estate businesses that own or manage income-producing properties and lease out their units to others for a profit.
A licensed financial broker-dealer firm who offers comprehensive services to investors.
A type of specialized IRA. It is unique because it allows investors to use gold, other precious metals and certain qualifying collectibles instead of traditional stocks or paper assets as retirement savings.
Are real estate investment trusts that link the benefits and risks of mortgage-backed securities and equity REITs.
An investment account that is owned by two or mored individuals that allows them to invest together.
Is a type of brokerage account that allows an investor to borrow money from the broker to buy securities.
Also known as mREITs, invest in mortgages, mortgage-backed securities, and related assets.
A corporate structure that allows a business to own, operate, develop, and manage real estate.
Real Estate Investment Trust (REIT)
A company that owns and operates income-generating real estate, including commercial, residential, or industrial properties.
An automated investment advisor that manages your investment account to help you reach your financial goals.
An individual or firm that buys and sells stocks, bonds, mutual funds, and other securities on behalf of clients as part of an investment portfolio, typically for a commission.
Umbrella Partnership Real Estate Trust (UPREIT)
Where a property owner gives a portion of their property to a real estate investment trust (REIT).
Uniform Transfers to Minors Act (UTMA)
Accounts as investment accounts that parents or guardians can open on behalf of a minor to give them some financial security.