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Underwriter – An investment banker, buys an entire new securities issue from the company or government offering it and resells…

Value – In investing “value” refers to how much a company is worth.

Volatile/Volatility – Indicates how much and how quickly the value of an investment, market, or market sector changes. The potential…

Volume – The number of shares traded in a company’s stock. Unusual market activity, either higher or lower than average,…

Wants – Non-essential items you desire and may or may not be able to afford (e.g. TV, gym membership, vacation).

Wealth – A measure of your total net worth, including savings, investments, and real estate, minus any debt you owe.

Yield – The rate of return on an investment paid in dividends or interest. It is expressed as a percent.

401(k) plan – A retirement savings plan funded by employee contributions and matching contributions from the employer. Contributions are taken…

Accounting – A method of recording a company’s financial story and arranging the information in reports that make the information…

Accounts Payable – The amount a company owes to suppliers for products and services bought.

Accounts Receivable – The amount customers owe a company for its products or services.

Agency Bonds – Some government-sponsored but privately owned corporations (like Fannie

Annual Percentage Rate (APR) – What credit costs you each year, expressed as a percentage of the loan amount.

Ask/Ask Price – The lowest quoted price sellers are currently accepting (asking) for a share of the company’s stock. The…

Asset – A company-owned resource with economic value. Assets are reported on a company’s balance sheet.

Asset Classes – A group of securities that 1) has similar characteristics, 2) behaves similarly in the marketplace, and 3)…

Auction Market – Auction market trading (sometimes known as open outcry) is the way the major exchanges, such as the…

B Corp – B Corporations are for-profit companies that have been certified by B Lab to meet strict ESG criteria,…

Balance Sheet – A summary of a company’s assets, liabilities, and owners’ equity. A balance sheet shows a company’s financial…

Bear Market – A prolonged period of falling stock prices, often measured by a decline of 20 percent or more.