In this video, Castlepoint Partner Jake Weatherford and Portfolio Manager Adam Lee explain why understanding the tax advantages of Asset LOCATION are just as important as being familiar with Asset ALLOCATION.
Asset Location
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Asset Allocation & Portfolio Diversification
Castlepoint Blog: The Point
Q & A with Kendall W. King: Diversified investments and discipline offer protection in trade war volatility
http://archive.newsok.com/olive/apa/oklahoman/SharedView.Article.aspx?href=DOK%2F2018%2F07%2F19&id=Ar02000&sk=E1D5F494
Authors
Kendall King
Jake Weatherford
Kristen Buchman
Drew Garner
Adam Lee
