Tax Efficient Asset Allocation Strategies photo concept with nervous woman biting her thumbnail with a red background.

Tax Efficient Asset Allocation Strategies

Investment Strategy

August 29, 2024

Global Wealth Advisors Round Logo.

Global Wealth Advisors

Personal Wealth and Business Solutions LinkedIn icon.

You may feel confident with your asset allocation strategies, but how do you know if you’ve optimized them for tax efficiency? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss asset allocation location buckets and which bucket for which account.  They also cover recent Central Bank activity and what you might expect in the coming month.

Watch the video podcast version on YouTube

Find it Fast: Asset Allocation Strategies

Tax Efficiency:
00:00—Intro
01:29—Asset allocation location
05:16—Which bucket for which account

Dr. Doom
11:02—The everything ETF and indirect exposure

Central Bank Roundup
14:58—Lower rates are coming
19:52—Japan chaos and Yenmageddon
23:42—Sweden eases policy early

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about the tax-efficient asset allocation strategies available to you, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY “Ruff”

Find us: LinkedIn | Facebook  | Instagram | X (Twitter)| YouTube

Related Podcasts

Show more

Global Wealth Advisors Headquarters

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.


Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.