Asset Allocation Versus Asset Location?
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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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.