1715 Treasure Coast Financial Wellness with Thomas Davies

Asset Location: 7 Rules to Stop Paying Too Much in Taxes

July 29, 2026·22 min
Episode Description from the Publisher

Send us Fan Mail You've probably spent hours thinking about *what* to invest in — but have you ever stopped to think about *where* those investments actually live? For high-net-worth investors, asset location strategy could be the most powerful tax lever you're not using. In this episode, we break down 7 rules for strategically placing investments across your taxable and tax-advantaged accounts to keep more of what you earn. According to Vanguard research, a thoughtful asset location strategy...

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