WEALTH MANAGEMENT GLOSSARY

DTC

Death Taxes

Deduction

Defeasible

Deferred Annuity

Defined Contribution Plan

Depreciation

Direct Skip

Disbursement

Discount Broker

Discretionary Account

Dispositive Provisions

Distribution

Diversification

Dividend

Domicile

Donee/Donor

Dow Jones Industrial Average

Duration

The practice of investing among several categories of investments (including different industries, countries, or investment vehicles) to enhance return and reduce risk. Avoids excessive exposure to any one source of risk.