Glossary

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401(k)

A

Absolute vs. risk-adjusted performance

Accredited investor

Alternative assets

Alternative investment funds

B

Backdoor Roth IRA

Bitcoin ETFs

Black swan event

Blockchain

Bull vs. bear market

C

Capital call

Carry or carried interest

Cash flow

Certified financial advisor

Correlation

Crypto IRA

Crypto keys

Crypto market volatility

Crypto taxes

Crypto wallet

D

DAOs

Distributed to paid-in-capital

Dollar-cost averaging

E

ESG investing

F

FIRE movement

Family office

Feeder fund

Fixed-income asset

Fund of funds

G

General Partner

H

Hedge fund

Hedging

High-net-worth individual

I

IRA

IRA contribution limits

Illiquidity premium

Illiquidity premium

Inflation

Internal rate of return

Investment Alpha

J

J curve

Joint Roth IRA

L

Limited Partner

Liquidity

Lock-up period

M

Modern portfolio theory

N

Net asset value

Net worth

P

Portfolio diversification

Private equity

Private equity vs. venture capital

Private market alternatives

Private markets vs. public markets

Private placement memorandum

Prospectus

R

Risk tolerance

Risk-adjusted returns

S

SDIRA

SEP IRA

Securities and exchange commission

Self-directed IRA custodian

Self-directed Roth IRA

Sharpe ratio

Special Purpose Vehicle (SPV)

Stablecoins

Stock market volatility

T

Traditional vs. Roth IRAs

V

Venture capital

W

Wealth Manager

Y

Yield