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Investments glossary

Nacha

Nacha is the steward of the electronic system that connects all U.S. bank accounts and facilitates the movement of money among them. The organization says that more than $51 trillion moved through its Automated Clearing House (ACH) Network in 2018.

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Investments glossary

Demographics

Demographics is the study of a population based on factors such as age, race, and sex. Demographic data refers to socio-economic information expressed statistically, also including employment, education, income, marriage rates, birth and death rates read more

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Investments glossary

Family Offices

Family offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment read more

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Investments glossary

Two-Way ANOVA Definition

A two-way ANOVA test is a statistical test used to determine the effect of two nominal predictor variables on a continuous outcome variable. ANOVA stands for analysis of variance and tests for differences in the effects of independent variables on read more

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Investments glossary

Labor Theory Of Value

The labor theory of value (LTV) was an early attempt by economists to explain why goods were exchanged for certain relative prices on the market. It suggested that the value of a commodity was determined by and could be measured objectively by the read more

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Investments glossary

Lock In Profits

Locking in profits refers to the realization of previously unrealized gains accrued in a security by closing all or a portion of the holdings. When an investor holds an open position, they may accrue unrealized or paper gains or losses that aren’t read more

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Investments glossary

Realized Loss

A realized loss is the loss that is recognized when assets are sold for a price lower than the original purchase price. Realized loss occurs when an asset that was purchased at a level referred to as cost or book value is then disbursed for a value read more

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Investments glossary

Fibonacci Numbers and Lines Definition and Uses

Fibonacci numbers are used to create technical indicators using a mathematical sequence developed by the Italian mathematician, commonly referred to as Fibonacci, in the 13th century. The sequence of numbers, starting with zero and one, is created read more

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Investments glossary

Debt Collector Definition

A debt collector is a company or agency that is in the business of recovering money owed on delinquent accounts. Many debt collectors are hired by companies to which money is owed by debtors, operating for a fee or for a percentage of the total amount read more

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Investments glossary

At The Money (ATM)

At the money (ATM) is a situation where an option’s strike price is identical to the price of the underlying security. Both call and put options can be simultaneously ATM. For example, if XYZ stock is trading at $75, then the XYZ 75 call option read more