The 60/40 Portfolio Is Dead. Long Live 33/33/33.

A portfolio of stocks and bonds used to be the gold standard, but it just doesn’t cut it anymore. It’s time to throw some alternative investments into the mix.

A colorful pie chart.
(Image credit: Getty Images)

I’ve read countless articles from fellow financial advisers and investment gurus arguing for and against the traditional 60/40 (stock/bond) portfolio allocation. While many advisers have been trained to regard the 60/40 as a benchmark from the early days of their careers, a low interest rate environment means we need to get more creative.

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Tyler Robuck, CFP®
Managing Director – Financial Adviser, Manhattan West

Tyler Robuck is a managing director–financial adviser at Manhattan West, where he provides tailored wealth management solutions to high-net-worth clients, entertainers and small-business owners. He brings a wealth of experience, knowledge, energy and compassion to help clients achieve their goals. Having worked through myriad market cycles, he prides himself on being a clear and steady voice in periods of growth and volatility. Outside work, Robuck enjoys meditation and is a yogi.