
5 minutes read
Are Your Investments in the Right Place?
Contributed by: Nicholas Brown, CFA, CFP
In wealth management conversations, the focus often lands on asset allocation, market performance, or investment selection. Yet one of the most influential drivers of long-term after-tax wealth has nothing to do with the market at all—it’s how your investment accounts are structured.
Most high-income earners and affluent families hold a combination of retirement…