Asset Location
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.