Asset Location

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.

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.