Asset Location: Put the Right Investments in the Right Accounts

Podcast: 1715 Treasure Coast Financial Wellness with Thomas Davies · Davies Wealth Management

Opublikowano: 2026-08-12

Send us Fan Mail Most investors obsess over *what* to buy — but *where* you hold your investments could matter just as much. Asset location is one of the most powerful and most overlooked strategies in wealth management, yet few high-net-worth investors ever put it to work. In this episode, we break down how deliberately placing different investments across taxable, tax-deferred, and tax-free accounts can add tens of thousands — or even hundreds of thousands — of dollars in after-tax value over time. For investors with $1 million or more, this isn't a minor tweak. It's a meaningful part of comprehensive financial planni...