Lawyer Guy

The Logic of Wealth Management in July 2020

This episode is about investment strategy during the summer of 2020—amidst COVID-19, economic implosion, crypto, etc. We move from the basics, to specific portfolio allocations. Discussion topics include: 1) What is a wealth management company? 2) How to allocate between real estate, commodities, equity, bonds, etc. 3) The pros/cons of apps like RobinHood 4) The role of financial advisors in comprehensive planning and psychology management. 5) The benefits of long-term investing McLaughlin Law, LLC is a law-firm intrigued by the intersection of tax, legal, and business. Find us on social media or text at 763-316-8323. --- Send in a voice message: https://anchor.fm/lawyerguy/message