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⭐⭐ Is The 60/40 Portfolio Dead?

One size does not fit all. The 60/40 approach, often seen as a go-to strategy, may not align with your individual financial goals. The power of real diversification lies in personalization.

🏆 Imagine an investment strategy tailored to YOU, your unique goals, risk tolerance, and time horizon. It's not a cookie-cutter solution; it's your financial roadmap.

🌟 That's where alternative assets come into play. Real estate, private equity, venture capital – these uncorrelated assets offer a world of diversification, enhancing your portfolio's resilience.

💪 So, whether you're an experienced investor or just starting, remember this: your financial journey should reflect your individual aspirations. It's about crafting a strategy as unique as you are.

#smartinvesting #wealthmanagement #financialliteracy #financialeducation #businessnews #investmentstrategy #investingbasics

✤ Welcome to Rob Tetrault's YouTube channel.

This channel empowers investors like yourself to learn how to build an investment portfolio or a "bullet proof plan” in order to protect you and your family, generate an income stream in retirement, and ensure that your money outlives you.

We can help you maximize your estate value for your beneficiaries and minimize how much your estate pays to the government.

Rob Tetrault is a multi award-winning Portfolio Manager and head of the Tetrault Wealth Advisory Group at CG Wealth Management. After graduating from University of Toronto Law School, Rob initially worked as an insurance litigation specialist at MLT Aikins in Winnipeg.

He then completed a Finance MBA and was a member of the Dean’s list at the Asper School of Business, before starting his Wealth Management Practice in 2010.

We highly recommend you become a member of our YouTube family by subscribing to our channel. You can suggest or ask me anything. If you have any ideas, please share them with me in the comments below.

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