The Pivotal Role Asset Location Plays in a Portfolio’s Success
When talking about investment portfolios and plans, people tend to only focus on asset allocation. However, people don’t realize that the importance of asset LOCATION is just as important.
Join Michael Reese, CFP and Zach Holcomb for a can’t miss discussion on how you can plan, to not only make sure your investments are allocated properly. But to be sure they are in the right locations as well.