回複:earning higher return is NOT the only role

for Financial Advisor; A good financial advisor is the one who helps you building up the nice estate plan to invest tax efficiently; Also, the return rate should be adjusted by risk. Most of time, the portfolio performance is similar to the market but the portfolio is much "safer". Most of Asian investors ignore the risk and focus too much on the return.

所有跟帖: 

在我的計劃裏 estate planning 和 CPA 是另外的,FA 隻做投資 -缺角全書- 給 缺角全書 發送悄悄話 (0 bytes) () 05/05/2012 postreply 07:37:21

回複:If you take higher risk to get higher return -ZhangZhouDaTou- 給 ZhangZhouDaTou 發送悄悄話 ZhangZhouDaTou 的博客首頁 (986 bytes) () 05/05/2012 postreply 11:11:32

請您先登陸,再發跟帖!