Feng Shui Your Financial House — Day 29

Mariko O. Gordon, CFA
2 min readDec 29, 2023

𝐘𝐨𝐮𝐫 𝐝𝐚𝐲 𝟐𝟗 𝐭𝐚𝐬𝐤 𝐢𝐬 𝐭𝐨 𝐨𝐩𝐭𝐢𝐦𝐢𝐳𝐞 𝐭𝐡𝐞 𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐚𝐬𝐬𝐞𝐭𝐬.

Worry about asset LOCATION, not just asset allocation.

𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐞 𝐭𝐡𝐞 𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐚𝐬𝐬𝐞𝐭𝐬.

Each asset class is taxed differently (in the U.S., anyway). You can save a lot in taxes by stashing your…

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Mariko O. Gordon, CFA

Built $2.5B money mgmt biz from scratch. Coaching badass women to build & love their businesses, manage their finances, and make sure the thrill is never gone.