Is the 60/40 portfolio dead? - NAPFA and CFP® Credit

C-Investments

Stephanie Lang

Member: $49.00
Non-Member: $69.00Your 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 successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

Recorded at the NAPFA Fall 2020 National Conference.

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