Most investors focus on “what” to invest in. But “where” you hold those investments can be just as important, especially when it comes to building and preserving your wealth. What should you be asking yourself instead? 👇

 

📊Choosing what to invest in is only half the equation. It’s equally important to ask, “Where should I hold my investments to minimize my taxes and get the best after-tax return?”

 

This decision can be complex and time-consuming. That’s where a financial advisor can add real value, helping you align your strategy with your financial goals.

 

Reach out to Darin at [email protected] to learn more!