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Financial Residency

Dec 28, 2020

It’s important to understand the difference between asset location strategy and asset allocation strategy. Coming up with a good asset location strategy starts with understanding how different asset classes are taxed. Ryan nerds out a bit here, so be warned that you’re likely to learn quite a bit you didn’t know when it comes to investing and how taxes play an important role in your investment strategy.

If you have a question that hasn’t been answered and you want to hear Ryan’s take, here is your chance to ask him. Go to and Ryan will answer what’s keeping you up at night (or just what’s on your mind).