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Glossary

WEALTH MANAGEMENT GLOSSARY

Alphabetical Listing

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

Cost Basis Or Tax Cost

Coupon Rate

Credit Shelter Trust

Current Yield (Or Yield To Market)

Custodian-To-Custodian Transfer (IRA)

Cyclical Stocks

Community Property

Property equally owned by husband and wife where each spouse must, for state income tax purposes, report one-half of the joint income.

Community property states include Arizona, California, Idaho, Louisiana, New Mexico, Texas, Washington, and Wisconsin.

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