Brett Rentmeester, founder of Windrock Wealth Management, says the classic 60/40 portfolio may be dangerously outdated, and it’s time to look into alternative investments to protect your wealth. In this conversation with Maggie Lake, he explains why investors must rethink diversification as we enter a new era of higher inflation, rising interest rates, and currency uncertainty. This isn’t about abandoning traditional assets but about complementing them with smarter, more resilient strategies.
You’ll learn:
- Why future returns from stocks and bonds could disappoint
- How to defend your purchasing power, not just grow your portfolio balance
- 3 essential “crisis-resilient” assets Brett recommends for long-term safety
- The role of farmland, gold, silver, and Bitcoin in protecting wealth
- Where the real growth is: private lending, venture capital, and innovation-driven opportunities
- How tokenization could unlock liquidity in traditionally illiquid investments
Chapters:
0:43 - What Does True Diversification Really Mean?
2:20 - Are We Entering a Double-Drawdown Era for Stocks and Bonds?
4:28 - Inflation vs. Interest: Are Savers Still Losing Ground?
6:03 - Is Shifting into Defensive Stocks and Bonds Enough?
8:26 - Beyond 60/40: Which Alternatives Make Sense Now?
10:43 - Are Alternative Investments Actually Safer Than They Seem?
12:00 - Can Alternatives Deliver Both Safety and Upside?
14:23 - How Much Illiquidity Can Your Portfolio Handle?
17:32 - How Big Should Your Alternatives Allocation Be?
19:13 - What Risk Profile Fits Crypto and Tokenized Assets?
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3GP9ufH
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
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