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.

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 ...

You've built a retirement nest egg and are ready to retire. Congratulations! You've done the hard work. But now it's time for the nitty-gritty details that can make a major difference in how much of ...

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 ...

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 ...

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 ...

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 ...

Many investors focus on allocation, or how risky their investments should be, but forget about asset location, says financial advisor Barry Glassman. Where you populate investments depends on the ...

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 ...

Betterment is adding asset location strategy to its automated investment advisor. The New York–based robo advisor says the feature, called Tax-Coordinated Portfolio, can boost its investors’ after-tax ...