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To understand asset location, it is important to consider two areas: asset allocation and how investment accounts are taxed. Pure’s Financial Planner, Sumit Mehta, CFP®, AIF®, discusses why and how to use asset location in your investment decisions. FREE GUIDE | Why Asset Location Matters Guide Transcript What is asset location? To understand asset location, […]
SEASON 7, EPISODE 13
Does your portfolio fit the financial goals you have for retirement? When you look at your portfolio does it match the goals and the risk levels you are willing to take at this point in your life, or does it look like someone much younger or even older? Just tucking money away in a retirement […]
