It's Not Just What You Invest In—It's Where You Put It

In-Person

Many investors focus on what they invest in—but where those investments are held can matter just as much. This Money School seminar explains the difference between asset allocation and asset location in clear, accessible language and why both concepts matter over time.

What You’ll Learn

The difference between allocation and location
Why account placement matters
How taxes can affect outcomes
Common misconceptions investors have

Presented by Joseph McGloin, CBDA® , Associate Advisor at Black Diamond and instructor with The Money School, a program of the Delaware Community Reinvestment Action Council. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-302-298-3250.

Registration is requested. Walk-ins are welcome as space allows.