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Wealth Management Glossary

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

Certificate Of Deposit An arrangement between an investor and a financial institution which calls for the financial institution to pay a specific rate of interest over a set period of time. Certain deposits are FDIC-insured up to applicable limits.

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