Why the 60/40 Portfolio Is Dead: Inside the Future of Wealth with Mark Rarog | Smoking Bulls Podcast

21/05/2025 31 min
Why the 60/40 Portfolio Is Dead: Inside the Future of Wealth with Mark Rarog | Smoking Bulls Podcast

Listen "Why the 60/40 Portfolio Is Dead: Inside the Future of Wealth with Mark Rarog | Smoking Bulls Podcast"

Episode Synopsis

Join us in this explosive episode of Smokin' Bulls as we sit down with Mark Rarog, Chief Investment Officer at Independent Advisor Solutions (Wellington-Altus Private Wealth), to unpack what’s really happening in today’s investment landscape.   🔍 What we cover: ✅ Why the traditional 60/40 portfolio is outdated ✅ The rise of alternative investments (alts) ✅ How institutions like CPP are investing ✅ Passive vs. active strategies: what actually works ✅ What retail investors need to know about private markets ✅ How to protect your wealth in volatile markets   🔥 Whether you're a serious investor or just starting to think about your financial future, this episode will open your eyes to smarter, modern portfolio strategies.   💬 Got questions or thoughts? Drop them in the comments below!   #AlternativeInvestments #MarkRarog #WealthManagement #6040Portfolio #FinancialFreedom #WellingtonAltus #CanadianInvesting #EdmontonFinance #PrivateWealth #SmokinBullsPodcast #FinancialEducation DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. © 2025, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca

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