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WEALTH MANAGEMENT GLOSSARY

Alphabetical Listing

K

X

C

C Corporation

Call Option

Call Provision

Capital Gain Or Loss (Also Realized Gains/Losses)

Certificate Of Deposit

Chinese Wall

Claim Against An Estate

Codicil

Collateralized Mortgage Obligation (CMO)

Commercial Paper

Common Stock

Common Trust Fund

Community Property

Complex Trust

Conservator

Contest Of A Will

Convertible Bond

Corporate Bonds

Cost Basis Or Tax Cost

Coupon Rate

Credit Shelter Trust

Current Yield (Or Yield To Market)

Custodian-To-Custodian Transfer (IRA)

Cyclical Stocks

Collateralized Mortgage Obligation (CMO)

A mortgage pass-through security that partitions cash flows from the underlying mortgages into successive maturity groups called tranches that receive principal payments according to different maturities.

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