Investment Options

Learn your investment options and get investment tips in this free lesson so you have a better understanding of how investing works.

Choosing a financial advisor

couple meeting with financial advisor

A good financial advisor can help you achieve your financial goals. If you want help selecting mutual funds, stocks and bonds, or other investment options, take time to carefully evaluate candidates. Here are some tips to start the process.


Decide if it's a good match. Does the planner understand your financial goals and respond to your concerns and questions? Does he or she listen to you and appear to respect your opinions? Does the advisor use a lot of financial jargon or offer helpful information you can understand? Do you trust and feel comfortable dealing with this person?