The Importance of Asset Location – October 2021
As you build your investment portfolio, it is imperative to consider your strategy for asset allocation and How that squares with your risk tolerance. But in addition to asset allocation, asset location is also an important factor. Asset location, as distinguished from asset allocation, is a separate consideration in the investment strategy that helps to minimize your tax burden. Below we will discuss what asset location means and the different considerations for the respective location of assets.
