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Dictionary
August 18, 2024
6 min read
Dictionary
2,000 Investor Limit
Finance
Regulation
SEC
Private Equity
Crowdfunding
Investment
JOBS Act
The 2,000 Investor Limit: A Gateway for Crowdfunding and Private Business Growth
Read more about 2,000 Investor Limit.
August 18, 2024
6 min read
Dictionary
2/28 Adjustable-Rate Mortgage (ARM)
Mortgages
Home Financing
ARM
Mortgage Terms
Real Estate
Interest Rates
Homeownership
A 2/28 ARM offers a fixed interest rate for two years, then adjusts semiannually for 28 years, leading to potential interest rate hikes.
Read more about 2/28 Adjustable-Rate Mortgage (ARM).
August 18, 2024
6 min read
Dictionary
2011 U.S. Debt Ceiling Crisis
Economics
Government Finance
U.S. Debt Ceiling
Credit Rating
Fiscal Policy
Government Debt
Economic Crisis
An insight into a contentious debate surrounding the U.S. government's borrowing capacity in 2011.
Read more about 2011 U.S. Debt Ceiling Crisis.
August 18, 2024
5 min read
Dictionary
25% Rule
Public Finance
Intellectual Property
Debt Management
Royalties
Financial Guidelines
Municipal Finance
Licensing
Understanding the 25% Rule in Financial Contexts
Read more about 25% Rule.
August 18, 2024
6 min read
Dictionary
28/36 Rule
Personal Finance
Debt Management
Budgeting
Debt-to-Income
Housing
Credit
Financial Planning
A common financial guideline to assess debt management for aspiring homeowners.
Read more about 28/36 Rule.
August 18, 2024
5 min read
Dictionary
3-2-1 Buydown Mortgage
Mortgage Terms
Real Estate
Financing
Homebuying
Interest Rate
Mortgage
Homeownership
A temporary reduction in mortgage interest rates that provides initial financial relief.
Read more about 3-2-1 Buydown Mortgage.
August 18, 2024
6 min read
Dictionary
3(c)(1) Exemption
Investment Companies
Regulatory Frameworks
3(c)(1)
Investment Company Act
Private Equity
Hedge Funds
Exemptions
An overview of the 3(c)(1) exemption under the Investment Company Act and how it differentiates private investment companies.
Read more about 3(c)(1) Exemption.
August 18, 2024
5 min read
Dictionary
3(c)(7) Exemption
Investment Regulation
Private Funds
Financial Terms
Private Equity
Investment Company Act
SEC Regulations
Exemptions
Understanding the 3(c)(7) exemption from the Investment Company Act of 1940.
Read more about 3(c)(7) Exemption.
August 18, 2024
5 min read
Dictionary
30-Year Treasury
Bonds
Treasury Securities
Finance
Investments
Government Bonds
Interest Rates
Long-Term Investments
The 30-Year Treasury is a U.S. Treasury debt obligation with a 30-year maturity, providing fixed interest payments and backing from the U.S. government.
Read more about 30-Year Treasury.
August 18, 2024
6 min read
Dictionary
341 Meeting
Bankruptcy
Legal Terms
Bankruptcy Code
Financial Knowledge
Creditor-Debtor Relations
Legal Proceedings
Chapter 7
An overview of the 341 meeting in Chapter 7 bankruptcy proceedings
Read more about 341 Meeting.
August 18, 2024
6 min read
Dictionary
3P Oil Reserves
Oil & Gas
Investment Terms
Reserves
Oil
Energy
Investment
Finance
3P Oil Reserves: Proven, Probable, and Possible, oh my!
Read more about 3P Oil Reserves.
August 18, 2024
5 min read
Dictionary
401(a) Plan
Retirement
Investment
401(a)
Retirement Plans
Employer-Sponsored
Investments
Money Purchase
A 401(a) plan is an employer-sponsored retirement plan focusing on contributions from both employers and employees.
Read more about 401(a) Plan.
August 18, 2024
6 min read
Dictionary
401(k) Plan
Retirement Planning
Financial Literacy
401(k)
Retirement
Tax Benefits
Savings
Employer Matching
A deep dive into the world of 401(k)s, tax advantages, and retirement savings!
Read more about 401(k) Plan.
August 18, 2024
6 min read
Dictionary
403(b) Retirement Plan
Retirement Planning
Financial Literacy
403(b)
Retirement
Tax-Exempt Organizations
401(k)
Annuity
A retirement plan available for employees of public schools and non-profit organizations, similar to a 401(k) but with its own unique characteristics.
Read more about 403(b) Retirement Plan.
August 18, 2024
6 min read
Dictionary
408(k) Account
Retirement
Financial Planning
408(k)
Retirement Savings
Employer-Sponsored Plan
Tax-Deferred Investments
IRA Plans
An overview of the 408(k) retirement savings plan.
Read more about 408(k) Account.
August 18, 2024
6 min read
Dictionary
409A Plans
Compensation
Taxation
409A
Compensation
Deferred Income
Financial Planning
Tax Law
An in-depth look at non-qualified deferred compensation plans under Section 409A, with a sprinkle of humor!
Read more about 409A Plans.
August 18, 2024
6 min read
Dictionary
412(i) Plan
Retirement
Taxation
Pension
Business
Tax
412(i)
Retirement Planning
Understanding the 412(i) Plan: A Humorous Dive into Defined-Benefit Pension Plans
Read more about 412(i) Plan.
August 18, 2024
6 min read
Dictionary
457 Plan
Retirement Savings
Tax-Advantaged Accounts
457 Plan
Retirement
Tax Savings
Public Employees
Nonprofits
A Tax-Advantaged Retirement Savings Plan for Public Employees
Read more about 457 Plan.
August 18, 2024
7 min read
Dictionary
5/6 Hybrid Adjustable-Rate Mortgage (ARM)
Mortgages
Financing
Adjustable-Rate Mortgage
5/6 ARM
Interest Rates
Real Estate
Home Financing
Understanding the 5/6 Hybrid ARM: Fixed Rates, Adjustable Risks!
Read more about 5/6 Hybrid Adjustable-Rate Mortgage (ARM).
August 18, 2024
6 min read
Dictionary
500 Shareholder Threshold
Regulations
Securities
SEC
Shareholder Management
Reporting Requirements
Public Companies
Investor Relations
Understanding the Outdated SEC Rule on Shareholder Reporting
Read more about 500 Shareholder Threshold.
August 18, 2024
6 min read
Dictionary
501(c) Organizations
Taxation
Nonprofits
501(c)
Tax Exemption
Nonprofit
Charities
IRS
Understanding 501(c) Tax-Exempt Organizations: ‘The Good Guys of Taxes’
Read more about 501(c) Organizations.
August 18, 2024
6 min read
Dictionary
501(c)(3) Organizations
Nonprofit
Taxation
Charity
Nonprofit Organization
Tax Deduction
IRS
Charitable Giving
Understanding 501(c)(3) Nonprofit Tax Status
Read more about 501(c)(3) Organizations.
August 18, 2024
6 min read
Dictionary
51% Attack
Cryptocurrency
Blockchain Security
51% Attack
Blockchain
Cryptocurrencies
Cybersecurity
Double-Spending
An overview and humorous insights into the mechanics and implications of a 51% attack on cryptocurrency networks.
Read more about 51% Attack.
August 18, 2024
6 min read
Dictionary
52-Week High/Low
Technical Analysis
Stock Market
Price
Resistance
Support
Trading
Indicators
Understanding the highest and lowest prices a security has traded in a year
Read more about 52-Week High/Low.
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Jokes And Stocks
Your Ultimate Hub for Financial Fun and Wisdom 💸📈
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