Bonus: Why the 60/40 Portfolio No Longer Works

Is the traditional 60 40 portfolio officially outdated? What happens when one of the nation’s top investment minds says the strategy millions still rely on may no longer fit today’s market? In this powerful episode of Grow Your Business & Grow Your Wealth, guest host Terry DuPont sits down with Christopher R. Coolidge, Chief Investment Officer of Brookwood Investment Group, to discuss how modern investors can adapt to volatility, shifting correlations, AI driven opportunities, commodities, tactical portfolio management, and why traditional investment playbooks may no longer be enough. With experience from BlackRock to global macro investing, Chris shares how institutional strategies are now becoming accessible to everyday investors and why the next decade may look nothing like the last. Key Takeaways → Why the traditional 60 40 portfolio may no longer deliver the protection investors expect. → How Brookwood uses a 50 30 20 framework to build more durable outcomes. → Why tactical management is about anticipating change, not reacting emotionally. → How commodities, silver, energy, and AI infrastructure are creating new opportunities. → Why ETF innovation is giving Main Street access to institutional style investing. → How modern portfolios can seek stronger returns without taking excessive risk. Quote “The investment landscape has evolved. The traditional 60 40 was built for a different time.” - Christopher R. Coolidge If today’s conversation challenged the way you think about portfolio construction, market risk, and long-term wealth strategy, connect with Chris to learn how modern investment thinking is helping investors navigate a changing world. LinkedIn:   / christopher-r-coolidge-cfa-b876a84   Website: https://www.brookwoodinvestmentgroup.com Connect with Guest Host Terry DuPont Terry DuPont DuPont Advisory Group Serving Indiana For Over 43 Years https://www.dupontadvisory.com/ 🎧 Like what you hear? Follow, share, and subscribe to Grow Your Business & Grow Your Wealth so you never miss conversations designed to help you grow smarter and build lasting wealth.