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How to Protect your Real Estate Investment
Dated: August 16 2019
It is human nature to want to be right, particularly when it is your job to be the expert. That is one reason why financial planners, individuals who have spent years studying and passing examinations to be allowed to consult people about their wealth, can be quick to minimize the role of real estate assets in a client’s portfolio.
The average CPA receives little to no advanced education about real estate, be that the market or how to manage real estate assets.
Perhaps more importantly, such an advisor spends little to no time keeping up with the market or working in that space on a day-to-day basis. Real estate is not something that you can track casually; it is a fast-paced, highly nuanced industry. That is why a new branch of financial planning called Integrated Asset Management (IAM) is gaining traction.
Guest Expert Edwin Dearborn
Edwin's father is a decorated Marine who served in Korea, and also served in Vietnam as a pilot. Growing up with his father, Edwin learned the power of discipline and hard work. Moreover, he developed a great love for country and our unigue history as a Republic. Edwin's love for country and history continues to grow to this day with an interest in politics and early American history.
Edwin grew up in Newport Beach as a child and teen. Up until 2016, when he moved to Henderson, he lived in Irvine and Tustin, California.
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