Location Optimization: What Does it Mean?

A debate has surfaced in our industry over the last few years on what’s being called “location optimization.” Location optimization, or as some call it, “asset location,” is the practice of buying and holding investments based on the tax consequence the asset generates by holding it. For example, an average household’s portfolio may consist of…

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Congress Delivers Clarity on Taxes

As the end of the 2012 approached, Americans did not know what tax bracket they would fall in for 2013. Investors were also in the dark for the future of dividend and capital gains tax rates. These uncertainties led us to spend an inordinate amount of time discussing taxes in both November and December.

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