FIG Marketing – Page 4 – Your framework for tomorrow's financial landscape.

Asset Location and Tax Management Inside a Portfolio [Case Study]

by FIG Marketing March 18, 2025

written by FIG Marketing

What’s asset location, and how is it a part of tax management within a portfolio?

Asset allocation in a portfolio is a widely understood concept, but this differs from asset location. Asset allocation is simply the risk management of a portfolio and how assets are invested across different types of investments.

Some examples are stocks, bonds, exchange-traded funds (ETFs), and real estate investment trusts (REITs).

The question is:

March 18, 2025

Marketing + Branding
The Financial Professional’s Quick Guide to Educational Content Marketing

by FIG Marketing March 6, 2025

by FIG Marketing March 6, 2025

Educational content marketing for financial advisors can be a powerful tool to build trust and thought leadership. This quick guide gets you started.

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Product R + D
Insure Your Love: How Life Insurance Can Secure Clients’ Futures

by FIG Marketing February 18, 2025

by FIG Marketing February 18, 2025

“Insure your love” is more than just a motto, it’s a commitment to secure the financial futures of loved ones. Read on to see how life insurance plays that role.

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Asset Location and Tax Management Inside a Portfolio [Case Study]

The Financial Professional’s Quick Guide to Educational Content Marketing

Insure Your Love: How Life Insurance Can Secure Clients’ Futures