#166. How we actually invest.
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#166. How we actually invest.
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Asset allocation and tax efficiency make a difference.
Despite the ease of VT, we don’t actually use it for clients or our own investments. Asset allocation, asset location, tax-loss harvesting, and rebalancing can all improve an investment strategy beyond basic buy-and-hold.
Episode References
MMS #152. Set It and Forget It: The Power of Financial Automation
MMS #115. Tax-Loss Harvesting 202: If you're really serious about it, listen here first.
MMS #82. Are you overlooking this stellar asset class?
MMS #79. Tax-Loss Harvesting 101: Sidestep these mistakes with your DIY strategy.
MMS #73. Is direct indexing the future of investing?
2025 US vs International stock returns
Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
