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John Katrichis - Postponing income
Purposely delaying receipt of income to a later year in order to reduce current tax liability.

Amortizing interest rate swap
Swap in which the principal or notional amount declines over time.

Alpine Financial,LLC

Processing Delay
Time a selling firm takes to record receipt of a payment and deposit it.

Aggregation
Process in corporate financial planning whereby the smaller investment proposals of each of the firm's operational units are aggregated and effectively treated as a whole.

Alpine Financial,LLC Breakpoint Sale
For mutual funds, this refers to the practice of soliciting mutual fund purchases just below the breakpoint (to earn more commissions). The practice is considered unethical and in violation of NASD rules.

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