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Wealth Management Glossary

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B
B Shares
Backup Withholding
Bailment
Basis
Bearer Bonds
Current TermBeneficiary
Bequest
Beta
Block Sale
Blue Chip Stocks
Bond
Bond Power
Book Value
Bull/Bear
Bypass Trust
Beneficiary
(1) An individual named as the recipient of the income or principal of an estate or trust. (2) The person to whom the amount of an insurance policy or annuity is payable.

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