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

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

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

Related Episodes

540: Beyond Munis — New ETFs for Tax-Efficient Bond Investing

506: Should You Retire Early and Live Outside Your Home Country? With Joshua Sheats

425: How Profits Motivate Change

Masterworks Disclosures

Listeners get priority access to Masterworks at https://www.Masterworks.com/david

Art correlation and appreciation data based on repeat-sales index of historical Post-War & Contemporary Art market prices and S&P 500 annualized return (includes dividends reinvested) from 1995 to 2025, developed by Masterworks. There are significant limitations to comparative asset class data. Indices are unmanaged and a Masterworks investor cannot invest directly in an index.

Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is a client of Masterworks. Masterworks can only make and accept sales after an offering statement has been filed, and “qualified”, by the SEC. Any offers may be revoked before notice of qualification. Indications of interest involve no obligation.

Investing involves risk. Past performance not indicative of future returns. For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd.


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