Abbreviations and Acronyms
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- AA - Asset Allocation
- AGI
- AMT
- CD - Certificate of Deposit
- CG
- CGT
- EM
- ER - Expense Ratio
- ESA - Education Savings Account
- ETF - Exchange Traded Fund
- FF3FM - Fama/French 3-factor model
- FTC - Foreign Tax Credit
- GO - General Obligation (municipal bond)
- HSA - Health Savings Account
- IF
- IPS - Investment Policy Statement
- ISCV
- KISS
- LT
- MMF - Money Market Fund
- NAV - Net Asset Value
- OP
- P/B - Price Book Ratio
- P/E - Price Earnings Ratio
- PM - Precious Metals
- RE - Real Estate
- SARSEP - Salary Reduction Simplified Employee Pension Plan
- SCV - Small Cap Value
- SD - Standard Deviation
- SPIA - Single Premium Immediate Annuity
- SS - Social Security
- ST
- SWR - Safe Withdrawal Rate
- TIPS - Treasury Inflation Protected Securities
- TLH - Tax Loss Harvesting
- TR - Target Retirement
- TSP - Thrift Savings Plan
- TT
- USD
- VA - Variable Annuity
- WSJ
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