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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

Index 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.

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