Nov 25
Asset Location: A Simple Way to Improve Tax Efficiency in Your Portfolio
Before we jump in, we want to take a moment to say thanks. We appreciate every subscriber who reads our updates and stays engaged with these topics. Wishing you a happy Thanksgiving and a chance to recharge with family and friends. Most investors focus on what they invest in. Stocks, bonds, cash, and other assets tend to get most of the attention. But an equally important decision is often overlooked:which accounts you choose to hold those investments in. This is called asset location, and it...