Financial advisors' basic asset location services are "one of the most powerful, yet often underutilized" strategies in portfolio management, a new Morningstar study found. And the placement of assets ...

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 ...

While asset allocation helps you diversify your portfolio, you can further boost your net worth by using the tax-efficient strategy of asset location. Asset location refers to the strategic placement ...

When investing for retirement, it’s critical to stay focused on what really matters — after-tax returns, or the profits left over after any tax payments. The higher your tax rate, the more you could ...

Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

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 ...

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 ...

In a memorable moment in the film The Graduate, a neighbor pulls Dustin Hoffman aside at his college graduation party. The neighbor, Mr. McGuire, tells Hoffman’s character, Benjamin Braddock, that he ...

An investing strategy called asset location has the potential to help lower your overall tax bill. Know the differences between taxable, tax-deferred, and tax-exempt accounts. By putting ...

Tax friction (or the reduction of returns due to taxes) can have a significant impact on wealth over time, and proactive asset location is essential to minimize this erosion. The simple asset location ...