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Asset Location

Timeless Tips on Tax-Wise Investing - Part II: You and Your Tax-Wise Team

Submitted by Desmond Wealth Management, Inc. on April 12th, 2017

In Part I of our series on Tax-Wise Investing, “You and Your Investments,” we explored how to engage in year-round tax-wise investing by adopting your own best practices as well as by favoring fund managers who are likewise keeping a tax-efficient eye on their offerings.

Tags:
  • Asset Location
  • investment
  • Investment Advisor
  • Portfolio goals
  • Tax Planning
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The Art of Asset Location

Submitted by Desmond Wealth Management, Inc. on February 6th, 2017

When it comes to buying or selling your home, most of us already know that the price depends on three things: location, location, location. Asset location is a similar if less familiar rule that applies to your investments. By managing asset location within your portfolio, we help you keep as much of your wealth as possible – even after the tax man takes his cut.

Tags:
  • Asset Location
  • Investment Advisor
  • Portfolio goals
  • Tax Planning
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