Show notes
Investment management is often framed around picking stocks, predicting markets, and finding outperforming investments. But many of the decisions that have the biggest long-term impact on investor outcomes come from diversification, tax strategy, portfolio construction, and how investments are implemented over time. In this episode, Tyler Emrick, CFA®, CFP®, discusses the often-overlooked side of investing and why portfolio management involves much more than simply picking investments. Topics covered include:Why diversification still matters despite years of U.S. market dominanceEmerging markets outperformance and the importance of global exposureHow ETFs and asset location can improve after-tax returnsAsset location strategies across taxable and retirement accountsPublic REIT dislocations and investment vehicle structure considerationsManaging concentrated stock positions more tax efficientlyDonor-advised funds, QCDs, and gifting appreciated securitiesTax-aware long/short strategies and multi-year planningThe “architecture before allocation” philosophy at True Wealth DesignTyler also explains how coordinated planning across investments, taxes, retirement income, estate strategy, and charitable giving can help improve long-term outcomes.Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.http://bit.ly/calltruewealth Our website: https://www.truewealthdesign.com/ Phone: 855.TWD.PLANContact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/ Schedule your no-cost discovery call: http://bit.ly/calltruewealth Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/ Facebook: https://www.facebook.com/TrueWealthDesign/ LinkedIn: https://www.linkedin.com/company/true-wealth-design/ X: https://x.com/truewealthdesgn Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

