WEALTH MANAGEMENT GLOSSARY

B Shares

Backup Withholding

Bailment

Basis

Bearer Bonds

Beneficiary

Bequest

Beta

Block Sale

Blue Chip Stocks

Bond

Bond Power

Book Value

Bull/Bear

Bypass Trust

Terms frequently used to describe the outlook for short- and long-term market performance: bull refers to the belief that stock prices are likely to rise; bear refers to the expectation that prices will decline.