Asset Allocation Versus Asset Location?
When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments.
Read more about asset location vs asset allocation on CNBC.
Glassman Wealth Services is a wealth management firm headquartered in Northern Virginia. We are a fiduciary financial advisor providing completely objective, fee-only financial planning and investments that values relationships with our clients and their families over pie charts and reports so we can focus on our client’s goals and objectives.
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