SEI LifeYield’s Post

Few people can liven up a conversation about investment theory and practices better than our chief investment officer, Paul R Samuelson.   Now you can learn from Paul, too. His white paper on asset location appears in the recent issue of Investments & Wealth Monitor, a publication of the Investments & Wealth Institute.   Paul paints a scenario familiar to most advisors:   Clients with messy portfolios of accounts, often scattered across multiple institutions and advisors, whose financial goals may be at risk because of tax drag.   https://lnkd.in/eekajREf

IWI Asset Location Whitepaper

IWI Asset Location Whitepaper

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