I was earning 14% on a real estate investment, but all the financial advisers I interviewed wanted me to sell and invest in stocks instead. What gives?

  • 📰 MarketWatch
  • ⏱ Reading Time:
  • 23 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 12%
  • Publisher: 97%

日本 ニュース ニュース

日本 最新ニュース,日本 見出し

Want advice on working with your current financial adviser or hiring a new one? Email picks@marketwatch.com.

Reader email: I interviewed many advisors for a year from standalone people to those at big firms. All, without exception, wanted to sell the real estate and convert it to stocks . Since my real estate holdings were medical office buildings kicking out 14% a month before capital gains on the buildings, that made zero sense to me. I’m sure there are people out there who actually specialize in managing these kinds of portfolios but I didn’t find one.

That compensation model could have made it tough for you to evaluate what was going on.

And the advisers could have been giving that advice because they thought it savvy for other reasons: “A prudent financial professional may have seen you as being over-invested in real estate, lacking portfolio diversification and recommended increased exposure to stocks as a way to diversify without sacrificing long-term returns,” says McBride.

このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 3. in JP
 

コメントありがとうございます。コメントは審査後に公開されます。

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

Allbirds’ stock tanks 14% after company’s revenue drops more than 20%Claudia Assis is a San Francisco-based reporter for MarketWatch. Follow her on Twitter ClaudiaAssisMW.
ソース: MarketWatch - 🏆 3. / 97 続きを読む »