The process of determining how to hold your investment assets:
![](/documents/345953/345967/AAvsAL.JPG/47a2cd04-3c1f-4e74-845e-bfab0cf0ba2a?t=1493232659391)
The above illustration is a ficticious 'pie chart' of a client's potential 'Asset Allocation' as well as their potential 'Asset Location' (where they could potentially have pots of money). The question becomes: Based on your personal scenario, what is the right mix for both 'pie charts'?
Why is this important?