Broker Check

2022 ALTIUS Terminology Tuesdays

We hope you enjoyed last year’s 53 Week Challenge. This year we invite you to follow along on social media for new finance phrases and terminology. Every Tuesday, we are selecting a term or phrase to define, and posting it. We want to help our clients and others have clarity around various terms so they can better understand their investment portfolio and overall financial plan. Find us on Facebook and Instagram!

Below is a list of terms we've already shared this year:

  1. Delayed Gratification
  2. Finance
  3. RIA
  4. Modern Monetary Theory
  5. Inflation
  6. CFP
  7. Stock
  8. Bond
  9. Mutual Fund
  10. ETF
  11. Annuity
  12. IRA
  13. ROTH
  14. Bull Market
  15. Bear Market
  16. Net Worth
  17. Active Investing
  18. Passive Investing
  19. Retirement
  20. Currency
  21. Ordinary Income
  22. Capital Gains
  23. Interest Rate
  24. Profit
  25. Loss
  26. Recession
  27. Revenue
  28. Debt
  29. Collateral
  30. Mortgage
  31. Overdraft
  32. Shares
  33. Leverage
  34. Hedge
  35. Private Equity
  36. Alimony
  37. Estate
  38. Transfer On Death (TOD)
  39. Beneficiary
  40. Lease
  41. Liquidity
  42. Merger
  43. Audit
  44. TVM
  45. Diversification
Define these Terms