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Wealth Management Glossary

Alphabetical Listing
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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
Current TermCommon 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
Common Stock
Equities, or equity securities, issued as ownership shares in a publicly-traded corporation. Shareholders have voting rights and may receive dividends based on their proportionate ownership.
See related terms:
Preferred Stock

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