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Episode 11: Asset Location and the Role it Plays in Portfolio Success

Feb 22, 2021

When talking about investment portfolios and plans, people tend to only focus on asset allocation. However, people don’t realize that the importance of asset LOCATION is just as important. Aaron discusses how you can plan, to not only make sure your investments are allocated properly. But to be sure they are in the right locations as well.

Here are just a handful of the things that we'll discuss:

  1. Asset location is just as important as Asset allocation.
  2. Pay attention to what assets are in your different accounts.
  3. Is a canned portfolio ok for you or do you need a customized investment plan?



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