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Finance Glossary

Essential financial terms explained clearly for better money management and investment decisions.

APR

Annual Percentage Rate — the yearly cost of borrowing, including interest and fees expressed as a percentage.

Example: A mortgage with 6.5% APR costs more than one with 6.5% interest rate due to added fees.

Compound Interest

Interest calculated on both the principal and previously accumulated interest.

Example: $10,000 at 7% compounded annually becomes $19,671 after 10 years.

Amortization

The process of spreading loan payments over time, with early payments covering mostly interest and later ones reducing principal.

Example: A 30-year mortgage amortizes over 360 monthly payments.

Net Worth

Total assets minus total liabilities. The most comprehensive measure of personal financial health.

Example: Assets of $500,000 minus debts of $200,000 = net worth of $300,000.

Liquidity

How quickly and easily an asset can be converted to cash without losing value.

Example: Cash is perfectly liquid; real estate is relatively illiquid.

ROI

Return on Investment — the percentage gain or loss on an investment relative to its cost.

Example: Buying a stock for $100 and selling for $130 yields a 30% ROI.