Pasadena Financial Planner -- Pasadena, California

Asset Allocation, Investment Asset Tax Location, and Emergency Cash Management

This article discusses personal investment portfolio asset allocation and some considerations about where to hold different classes of financial assets from the standpoint of more optimal taxation. As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” [...]