EPISODE · Oct 21, 2025 · 5 MIN
Asset allocation vs asset location
from South Carolina Business Review · host Mike Switzer
Most everyone these days is familiar with the term “asset allocation”, that is, finding the right mix of investments for your portfolio, spread across various asset classes. Our next guest, however, says asset location is something an investor should also be aware of. Mike Switzer interviews Chris Cabri, a certified financial planner with Wells Fargo Advisors in Greenwood, SC.
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