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Much is written about asset allocation, the allocation of your investments among various asset classes based upon your financial goals and risk tolerance. Asset location takes planning a step further.

Wrong address? Missing location? Disapproved asset? Here’s where to look before changing your Google Ads setup.

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy. When advising ultra-high-net-worth (UHNW) families, it’s ...

Choosing the right investments is only part of the equation. Putting them in the right accounts can also improve tax efficiency.

Research shows that asset allocation determines the vast majority of the differences in return across investment portfolios, but asset location plays an important role, too. Financial assets can be ...

The world of financial planning comprises many strategies and tactics, some big and some small. Dollar-cost averaging, sequence of returns, tax-loss harvesting, and the list goes on. Depending on who ...

Editor’s note: This is part six of a seven-part series. It dives more deeply into the second strategy for defusing a retirement tax bomb, implementing asset location. If you missed the introductory ...

For many clients and their advisors, taxes are a critical part of the wealth management equation. By reducing taxes, advisors can help clients enhance performance and keep more money compounding in ...

Strategic vehicle selection, like the use of separately managed accounts, and optimizing asset allocations are two ways to help mitigate the tax bite on returns. The most effective method is proper ...

Asset location refers to where you strategically keep the money you're investing — between tax-advantaged, tax-free and taxable accounts — in order to maximize after-tax returns. That's not the same ...