Most everyone is familiar with the importance of asset allocation when building a portfolio. You know, making sure your investments are properly diversified across different asset classes. But our next guest says that placing the right investments in the right accounts is also important, especially if you’re interested in maximizing after-tax returns. Mike Switzer interviews Bailey Davis, a portfolio manager with Abacus Planning Group in Columbia, SC.
The importance of asset “location” in building a tax-efficient portfolio
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