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  • About Us
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allocation
by Matt Ward
Financial Planning
CFP dallas Financial Planner Fort Worth investing Tax Efficiency
December 21, 2023
31 likes

Understanding Asset Location: A Key to Tax-Efficient Investing

In the world of personal finance and investment, we frequently encounter the term “asset allocation,” which refers to the mix of asset classes in a portfolio, like stocks, bonds, real estate, cash, an

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