Content Overview 
- Summary
- Investment Basics
- Mutual Funds
- Estate Planning
- Should I Hire A Professional To Give Me Investment Advice?
- If I Hire A Professional Investment Advisor, What Type Should I Use?
- If I Hire A Professional Investment Advisor, What Should I Look For In The Brokerage Company And Particular Advisor?
- Sources of Investment Information
- What If An Advisor Mismanages My Investment Account?
Investments After Diagnosis: An Overview
If I Hire A Professional Investment Advisor, What Type Should I Use?
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There are two types of investment advisors: a financial planner and a person known as a Stockbroker, Financial Advisor or Investment Advisor (we'll refer to this person as a Stock Broker). In general:
- Stockbrokers buy and sell stocks bonds, mutual funds and other securities on your behalf. They also provide investment advice in one form or another and other services. There are three types of stockbrokers: Discount Broker, Premium Discount Broker and Full Service Broker.
- Financial planners survey and provide advice about your entire financial picture including investments, taxes and debt management. To learn more about financial planners, see: Financial Planners
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Investment Advisors (Stock Brokers/Financial Advisors)
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