Wall Street Potholes

Index

A

1. Absolute return
   1. targeting
   2. vehicles
2. Accrediting analysts, impact
3. Accumulation, annuity stage
4. Active management, returns (measurement difficulty)
5. Adams Express Company
6. Adams, Scott
7. ADRs. See American depository receipts
8. ADT
   1. ham sandwich test
   2. management, ineptitude
9. Advisors. See Financial advisors
10. AIMA. See Alternative Investment Managers Association
11. Alerian MLP ETF
12. Alerian MLP Infrastructure Index
13. Alternative Investment Managers Association (AIMA)
    1. Chartered Alternative Investment Analyst, partnering
    2. mission
14. American depository receipts (ADRs)
15. American Realty
16. American Realty Capital
17. Ameritas Life, annuities (sale)
18. AMLP, launch
19. Annuities
    1. annual fees
    2. benefits
    3. characteristics
    4. client purchases, problems
    5. commissions
    6. contract, withdrawal charge
    7. contribution limit, absence
    8. deferred annuity
    9. defining
    10. developments
    11. equity index annuities
    12. fees/charges
        1. example
    13. fiduciary standard of care
    14. fixed annuity
    15. fixed-rate annuity
    16. flexibility, absence
    17. function
    18. high-fee illiquid investments
    19. immediate annuity
    20. indexed annuities, returns (examination)
    21. insurance products, experience
    22. investment period, requirement
    23. joint annuity
    24. 1035 swap
    25. options
    26. ownership, options
    27. payments
    28. payouts, calculation
    29. period certain annuity
    30. placement
    31. requirement, absence
    32. risks
    33. sales pitch
    34. stages
    35. surrender charges
    36. survivor annuity
    37. tax-deferred earnings growth
    38. types
    39. usage, consideration
    40. variable annuities
    41. withdrawals
        1. benefits
        2. charges
        3. increase
20. Annuitization (annuity stage)
21. Asset allocations
    1. decisions
    2. meaning ...