EPISODE · May 12, 2026 · 5 MIN
The importance of asset “location” in building a tax-efficient portfolio
from South Carolina Business Review · host Mike Switzer
Mike Switzer interviews Bailey Davis, a portfolio manager with Abacus Planning Group in Columbia, SC.
What this episode covers
Mike Switzer interviews Bailey Davis, a portfolio manager with Abacus Planning Group in Columbia, SC.
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The importance of asset “location” in building a tax-efficient portfolio
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