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Wealth Management Glossary

DTC Death Taxes Deduction Defeasible Deferred Annuity Defined Contribution Plan Depreciation Direct Skip Disbursement Discount Broker Discretionary Account Dispositive Provisions Distribution Diversification Dividend Domicile Donee/Donor Dow Jones Industrial Average Duration

Discount Broker As opposed to full service brokers, a discount broker charges a lower fee for executing buy and sell orders at the direction of the investor. Generally, discount brokers do not provide investment advice.

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