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 ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

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 ...

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 ...

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 ...

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 ...

Investors generally focus on asset allocation, which is the appropriate mix of stocks and bonds. Many, especially wealthier people, should also pay attention to asset location, experts say. This aims ...

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 ...

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 ...