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. Join us this week for an exciting interview.
Subscribe & Download
Never miss out on a new episode! Subscribe using your favorite podcast app.
Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show
Looking for a better way to invest? Consider Betterment.
It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.
Today's Guest: Dick Pfister
Dick Pfister is the CEO and Founder of AlphaCore Wealth Advisory. He has over 25 years of experience in the wealth advisory and financial services with an emphasis on diversifying traditional portfolios with alternative strategies. In 2015, he founded AlphaCore, which has become a leading wealth advisory firm. He serves as AlphaCore’s CEO and managing member of the Investment Committee. Throughout his career he has successfully navigated changing market conditions on behalf of hundreds of entrepreneurs and investment professionals.
Dick's Online Presence:
Today's Panelists
Phil Weiss | Apprise Wealth Management
Kirk Chisholm | Innovative Advisory Group