Is the 60/40 portfolio dead? - NAPFA Credit Only

Is the 60/40 portfolio dead? - NAPFA Credit Only


Stephanie Lang

Member: $39.00
Non-Member: $59.00Your price

Published: 10/23/2020

With bond yields at all-time lows and equity valuations rich, investors are searching for opportunities to improve returns in what appears to be a low return environment looking forward. We believe private alternatives can provide return opportunities in excess of traditional stocks and bonds. Stephanie Lang will explain why adding alternatives to a portfolio can help your client reach their long-term return targets while adding additional diversification benefits to the portfolio.

Learning Objectives:
• What are alternative investments and why how do they work?
• Why you should allocate a portion of clients’ portfolios to alternatives?
• How do we access alternatives?
• Current market opportunities in alternative Investments

1 NAPFA CE in C - Investments will be posted in your NAPFA CE record after downloading this recording.

Recorded at the NAPFA Fall 2020 National Conference.

After purchase, you may access your recorded self-study courses under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.