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The New Alts Equation: How the 60/40 portfolio is being replaced by 40/30/30
Alternative investments are no longer just for high-net-worth investors — they’re becoming a must-have in every investor’s toolkit. In this episode of If You Could, Matt and Taryn dive into the fast-evolving world of alts with Cheri Belski, Head of Investment Management Solutions at LPL. Together, they explore how access, education, and technology are reshaping the alts landscape. Cheri breaks down why the traditional 60/40 portfolio might be losing its edge and how diversification is being redefined in today’s correlated markets. Whether you're an advisor or investor, this conversation is packed with insights you won’t want to miss.
Follow Matt on LinkedIn here!
Follow Taryn on LinkedIn here!
View all episodes
By LPL Financial
5
3434 ratings
Alternative investments are no longer just for high-net-worth investors — they’re becoming a must-have in every investor’s toolkit. In this episode of If You Could, Matt and Taryn dive into the fast-evolving world of alts with Cheri Belski, Head of Investment Management Solutions at LPL. Together, they explore how access, education, and technology are reshaping the alts landscape. Cheri breaks down why the traditional 60/40 portfolio might be losing its edge and how diversification is being redefined in today’s correlated markets. Whether you're an advisor or investor, this conversation is packed with insights you won’t want to miss.
Follow Matt on LinkedIn here!
Follow Taryn on LinkedIn here!
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