The importance of asset “location” in building a tax-efficient portfolio: Interview with Mike Switzer on SC Business Review

Most everyone is familiar with the importance of asset allocation when building a portfolio. You know, making sure your investments are properly diversified across different asset classes. Placing the right investments in the right accounts is also important, especially if you’re interested in maximizing after-tax returns.

Mike Switzer interviews Abacus portfolio manager Bailey Davis.

This interview was originally published on South Carolina Business Review.

Author Bailey O. Davis