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Why does your portfolio behave like everyone else’s… when your financial life looks nothing like theirs?

In this episode of Investing Outside the Box, David Harris breaks down the real challenges high-net-worth investors face: taxes, volatility, concentration risk, liquidity constraints, and reveals why these issues can’t be solved with traditional portfolios alone.

You’ll discover:
• Why traditional 60/40 portfolios fail high-income investors
• How alternatives smooth volatility and reduce emotional decision-making
• The truth about litigation finance, life settlements, private equity & more
• How Opportunity Zones and ROTH planning reshape long-term taxes
• Real examples of a tech entrepreneur and real estate pro using a 70/30 portfolio
• How one investor reduced taxable income by 2.25x
• Why alternatives create stability, clarity, and confidence

David focuses exclusively on the alternative portion (20–30%) of a portfolio — the part that actually changes behavior, taxes, and long-term outcomes.
If you’re a high-net-worth or high-income investor ready for clarity, strategy, and peace of mind…

It starts with a conversation.