A new tax law may call for tweaking strategy but probably not big changes Asset allocation comes first, then comes asset location. It’s the often overlooked strategy of placing investments in the right accounts to minimize taxes. And while the anticipated new tax law may affect the strategy somewhat, don’t wait for passage to act.… Continue reading Asset Location, A Strategy to Cut Taxes, Is Often Overlooked
Tag: asset allocation
Two Ways to Reduce Risk if the Bull Market Has Skewed Your Asset Allocation
In the current bull market, many people have made so much money they now find their asset allocation is out of kilter. People who planned to put, say, 55 percent of their money in stocks may find they’re now 75 percent in equities. A bear market could wreak havoc on both portfolios and the psyches… Continue reading Two Ways to Reduce Risk if the Bull Market Has Skewed Your Asset Allocation