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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
Common Stock
Common Trust Fund
Community Property
Complex Trust
Conservator
Contest Of A Will
Convertible Bond
Corporate Bonds
Current TermCost Basis Or Tax Cost
Coupon Rate
Credit Shelter Trust
Current Yield (Or Yield To Market)
Custodian-To-Custodian Transfer (IRA)
Cyclical Stocks
Cost Basis Or Tax Cost
The original purchase price or cost of an asset, including costs of the transaction.

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