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asset location

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23 Feb 2010

What is an Asset Location Strategy?

by Mary | posted in: Blog Posts, Investing, Tax Planning | 0

You’ll hear quite a bit in the financial media about diversification and the benefit of asset “allocation” but there is very little discussion on using an asset “location” strategy with your investment portfolios.  Asset location refers to where or in … Read More

asset location, maximizing after-tax returns, retirement accounts, Tax Planning, taxable accounts

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GetCurrency.com: Mary Deshong-Kinkelaar, CFP® was interviewed by Melissa Ezarik for her article, Post-Wedding Spending: Gift Money Matters, with a common sense approach to using money wedding gifts without feeling deprived.

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