WEALTH MANAGEMENT GLOSSARY

Income

Income Balance

Income In Respect Of A Decedent (IRD)

Income Portfolio

Income Stock

Index

Index Fund

Individual Retirement Account (IRA)

Individual Retirement Account Rollover

Individual Retirement Account Transfer

Initial Public Offering (IPO)

Institutional Shares

Intangible Property

Interest

Intestate

Invasion Of A Trust

Investment Advisory Fee

Investment Banker

Investment Grade Bonds

Investment Management Account

Irrevocable Trust

Any of a number of composites that reflect movement in financial markets, indicating market prices and shares outstanding of companies included in the index. Examples include the Dow Jones Industrial Index, the Russell 2000 Index, Standard & Poor's 500 Composite Stock Index, and the EAFE Index.