Category: Stock Market Glossary

Exchange – A marketplace to buy and sell stock (e.g. Nasdaq & NYSE).

Exchange-Traded Fund (ETF) – Funds whose shares, like closed-end funds, are traded on a stock exchange. They may be passively…

Ex-Dividend Date – The date after which a stock’s buyer will not get the right to receive a dividend the…

Execute – Execution is the completion of a buy or sell order for a security. The execution of an order…

Expense Ratio – It is how much it costs to maintain the mutual fund in proportion to the value of…

Expenses – Money spent on goods and services. Expenses are often categorized as fixed, variable, and periodic.

External Factor – Something that does not directly involve the company like the COVID-19 pandemic or a decision by the…

Fiduciary – The fiduciary manages the assets for the benefit of the other person rather than for his or her…

Financial Statements – A company’s balance sheet, statement of cash flows, and income statement.

Fintech – As in ‘a fintech company.’ It stands for Financial Technology. Their business model focuses on making financial services…

Fixed-Income Investments – Pay interest on a set schedule. Fixed-Income Investments include corporate, municipal, agency, and U.S. Treasury bonds.

Floor Broker – A person who completes customers’ orders on the floor of a stock exchange. Some floor brokers are…

Fraud – It is deliberate deception to secure unfair or unlawful gain (Investopedia definition).

Fundamental Analysis – This is assessing a company’s financial history and earnings, as well as analyzing outside factors (demand, news/current…

Goals – Something that you are trying to do or achieve.

Green Company – A company that aligns its financial goals with a commitment to preserving and protecting the environment.

Green Fund – A mutual fund that only invests in Green Companies.

Gross Domestic Product (GDP) – The total dollar value of everything produced in a country and the services it provides.

Gross Income – A company’s revenue or sales over a period of time.

Hedge – A hedge is an investment that is made with the intention of reducing the risk of adverse price…