Thanks so much for coming to my presentation for the PICPA 2015 Conference!
Presentation Materials:
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials:
Asset Location: The New Wealth Management Value-Add For Optimal Portfolio Design?
The Emerging Next Generation of Variable Annuities - An Asset Location Tool?
Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
January/February 2014 Newsletter - Exploring the Benefits of Asset Location
March/April 2014 Newsletter - Advanced Asset Location Strategies
Should Equity Exposure Decrease in Retirement, Or Is a Rising Equity Glidepth Actually Better?
Accelerating the Rising Equity Glidepath, With Treasury Bills as Porfolio Ballast?