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Asset Location: The Secret to Increasing Your Wealth Without Assuming More RISK

Would you like to increase your wealth and have more retirement income without increasing your risk exposure? Asset location – where you locate your tax-efficient and tax-inefficient investments – is an essential but overlooked part of the investment process. When strategically planned, the proper asset location will increase your savings and reduce your taxes. Vanguard, one of the world’s largest investment firms, believes that asset location may increase your investment returns by up to 0.70% per annum.


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Copyright©J Lawrence Manley, Jr., CFA. 

The material on this website is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. 

ALL INVESTMENTS CONTAIN THE RISK OF PERMANENT CAPITAL LOSS

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