Financial Planner

Unlike financial advisers, financial planners become involved with all of your assets -- not just stocks and bonds, but real estate, insurance, even collectibles and college-savings accounts. They often formulate trusts and provide tax advice. Most planners work independently or in a group practice. However, some are full-time employees of banks, brokerage firms, insurance companies and the like.

 

 

Investing terms and definitions starting with
Numbers A B C D E F G H I J K L M N O P Q R S T U V W Q Y Z

 

 

 

Copyright 2018 turtlemeat.com