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In past shows, we have often covered the topic of proper asset allocation when investing, but today’s podcast focuses on the importance of asset location. This means focusing not only on diversification across asset classes in your portfolio, but also tax diversification within all account types.
Today’s show topic is a response to an email from a listener who was curious about our strategies for asset placement within all the different types of available investment accounts. Below, our thoughts on asset location is broken down by account type:
We hope this gives you guys a good idea of what to consider when constructing your own portfolio. You should also keep in mind that if you hold fixed income and equity investments in different accounts, performance for each account will not be the same. You should always be looking at all of your accounts working together as a team, rather than each one separately.
Also in today’s show: Brian gives his thoughts on the journey of a small business man and why he thinks entrepreneurship is harder than ever.
We would love to hear your feedback on today’s show as well as suggestions for future shows. You can comment below or on our Facebook and YouTube pages.
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