Asset location—meaning, which account investors use to house their assets—is important to consider alongside asset selection.

Assets might sound like a fancy word, and they may seem like something only rich people have. But the truth is almost everyone has a few assets to their name. Let’s take a look at what assets are, ...

In August, an executive order signed by President Donald Trump (1) opened the door for certain “alternative assets” like private credit, private equity and cryptocurrencies to be included in 401 (k)s, ...

President Donald Trump signed an executive order in August that aims to expand 401(k) options to include private equity and other alternative assets. A panel recently looked at what this executive ...

Editor's note: A version of this article was initially published on March 2, 2017. It is part of Morningstar's Tax and IRA Guide special report. You've run the numbers and determined whether your ...

While asset allocation helps you diversify your portfolio, you can further boost your net worth by using the tax-efficient strategy of asset location. Asset location refers to the strategic placement ...

Household wealth or net worth is the value of assets owned by every member of the household minus their debt. The terms are used interchangeably in this report. Assets include owned homes, vehicles, ...