In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices.

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Show Notes

The Hidden Healthcare Infrastructure Americans Cross the Border to Find—Kogod School of Business

FARMWORKER SERVICE CENTER PROPOSAL AND ACTION PLAN FOR THE CITY OF CALEXICO AND IMPERIAL VALLEY by JAVIER MORENO—Calexico

Location as an Asset by Adrien Bilal and Esteban Rossi-Hansberg—Princeton

It Is Not Climate Denial But Adaptation Denial That Holds Us Back by Mathis Wackernagel and Peter Raven—SSRN

The Overlooked Edge: The Case for Asset Location in Managed Portfolios—Morningstar

Revisiting the conventional wisdom regarding asset location by Sachin Padmawar and Daniel Jacobs—Vanguard

Asset location for equity by Sachin Padmawar and Daniel Jacobs—Vanguard

This powerful strategy can create more spendable wealth by Tom Lenkiewicz—J.P. Morgan

Asset location strategies for tax efficient investing—BlackRock

What would Yale do? Implementing after-tax asset allocation by Frances Walsh and Patrick Geddes—BlackRock

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Asset Location: Where You Invest, Where You Live, What You Can Access

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