The 60/40 Portfolio Broke.
Most Investors Were Never Told Why.
In 2022, stocks and bonds fell together, exposing a weakness many investors felt but few advisors clearly explained. Join Caleb Edwards live for a free 60-minute breakdown of what changed, why "stay the course" may no longer be enough, and how accredited investors are evaluating alternatives beyond public markets.
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Reserve Your Spot:
Reserve Your Seat for the Free 60-Minute Masterclass
Wednesday, May 28
1:00 PM CT
Here’s What to Expect
- Why bonds failed when investors needed them most See the data behind the 2022 breakdown, and why the 60/40 model stopped behaving the way many investors were taught to expect.
- What changed after 2008 Understand the correlation shift that weakened traditional stock-bond diversification and left many portfolios more exposed than they appeared.
- Why "stay the course" may not be a complete strategy anymore Learn why many advisors still rely on outdated allocation assumptions, and where that can leave accredited investors vulnerable.
- What wealthier investors have historically accessed that most accredited investors haven't See why private real estate, private credit, energy, and other alternatives have often required deep relationships, high minimums, or institutional access, and how Oak IQ structured deals to avoid capital calls during the 2022-2024 multifamily downturn.
- How to pressure-test your own portfolio this week Walk away with a simple 4-question self-audit to identify where your current allocation may still be overexposed.