I used financial advisors from Smith barney, morgan stanley

来源: RomaVacation 于 2024-10-24 11:57:20 [档案] [旧帖] [给我悄悄话] 阅读数 : (289 bytes)

本帖于 2024-10-24 12:02:22 时间, 由普通用户 RomaVacation 编辑

回答: 请教一下：要不要用fidelity 的 financial adviser 由 silentvalley 于 2024-10-24 11:02:00

UBS (a few institutional investment options with different risk level. I picked most aggressive ones). Performance all worse than SP500 index by a few % points in my experience. I still remembered what one customer service lady said: At least you are not loosing money.

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所有跟帖：

• 谢谢分享。fidelity FA说不考虑tax harvest, 收益比SPY 低。考虑tax后，收益好一点(高0.3% -silentvalley- ♀ (0 bytes) () 10/24/2024 postreply 12:00:28

• 0.3%有啥意义… -Lisland_2013- ♂ (0 bytes) () 10/24/2024 postreply 12:16:00

• 谢谢。我也觉得没啥好处，所以更顾虑 -silentvalley- ♀ (0 bytes) () 10/24/2024 postreply 12:28:52

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