Money Tree Investing

Why The 60-40 Portfolio Is Broken… And How To Fix It


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We blow up the 60-40 portfolio in this interview. It is broken and needs to be fixed.

We discuss how to improve on the 60-40 portfolio with alternative investments and what to look for in the alternative investment space. 

Today's Panelists:

  • Kirk Chisholm | Innovative Wealth
  • Barbara Friedberg | Barbara Friedberg Personal Finance
  • Phil Weiss | Apprise Wealth Management

 

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