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Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the “order of operations” of investing – where to save and invest the next dollar.
Hi there,
Is it common for wealth managers to hold 2% of your portfolio value as cash in a money market? If so, what is the purpose of holding this cash? I’d rather have all my money invested as I have cash in another personal bank account.