What is the primary focus of wealth management in the context of investment services?

What financial practice involves creating a detailed plan for managing one's income and expenses?

What is the term for the financial instruments that represent ownership in a foreign company and entitle the holder to a share of its profits?

What term describes the process of reducing taxable income by deducting allowable expenses from total income?

Which financial discipline involves the systematic analysis and management of an individual's or institution's portfolio of investments?

Which type of tax is levied on the profits earned from the sale of assets such as stocks and real estate?

What term describes the act of arranging financial affairs to minimize tax liability legally?

In personal finance, what practice involves strategically managing and optimizing various insurance policies for coverage and costs?

What term describes the deliberate act of arranging financial affairs to pay the least amount of tax possible?

What is the term for the financial metric that measures a company's efficiency in generating profit from its total assets?