Investment Location and Allocation are Two Different Strategies

February 2, 2024

Investment Allocation and Location are complementing strategies when it comes to finances. Risk tolerance helps determine the proper mixture of investments. We allocate the proper amount of conservative investments and just the right amount of growth investments to match a client’s needs. But it shouldn’t stop there…Investment Location helps us position investments in the right accounts so we can look for growth in tax-free accounts, dividends, and interest in tax-deferred accounts like IRAs and the right mixture in your taxable account so you can position efficiently for capital gain tax, not ordinary income tax.

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