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Moving away form traditional advisors

机译:摆脱传统顾问

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摘要

Most people Would agree that the performance of the stock market in the past five years has been disappointing at best. As a result, a growing number of investors are taking matters into their own hands. The most common direction many are considering, if not already embarking on, is "self-directed retirement accounts," or investing in non-traditional assets, like real estate, businesses, notes, etc., with their IRAs. These investors generally range in the 40s to 50s and have moderate to extensive, investment experience. Most will do about three months of due diligence, with maintaining control of their asset(s) as the major objective.
机译:大多数人会同意,过去五年来股市表现充其量令人失望。结果,越来越多的投资者将事情交到自己手中。许多人正在考虑(如果尚未着手的话)的最普遍的方向是“自行管理的退休帐户”,或通过其IRA投资非传统资产,例如房地产,企业,票据等。这些投资者通常在40到50年代不等,并具有中等到广泛的投资经验。大多数公司将进行约三个月的尽职调查,并保持对资产的控制为主要目标。

著录项

  • 来源
    《Accounting Technology》 |2007年第sup期|p.27-28|共2页
  • 作者

    Dan Cordoba;

  • 作者单位

    Asset Exchange Strategies, LLC;

  • 收录信息
  • 原文格式 PDF
  • 正文语种 eng
  • 中图分类 f;
  • 关键词

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