Summary of Using Financial Services Wisely

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Summary of Using Financial Services Wisely

The bottom line

The mechanics of trading are really not very difficult to grasp. But to be a successful investor, it is certainly worthwhile to use financial services wisely by paying attention to fees and commissions, which will inevitably eat into your returns. Minimizing your fees, like minimizing your taxes, is an extremely worthwhile endeavor.

What you have learned

  1. Full-Service Brokers
  2. Fee-Based Planners
  3. Discount Brokers
  4. Market and Limit Orders
  5. Buying on Margin
  6. Shorting

Find out what you have learned