The Modern 60/40

For decades, Wall Street has taught investors to depend on the traditional 60/40 portfolio: stocks for growth and bonds for safety. But when both fall together, inflation erodes purchasing power, and private markets hide valuable opportunities; yesterday's strategy may no longer be enough.

In The Modern 60/40, tax attorney and IRA Financial founder Adam Bergman reveals how wealthy individuals and institutional investors build portfolios differently. They invest in real estate, private equity, private lending, digital assets, and other alternatives that most Americans do not realize their retirement accounts can legally own.

Bergman introduces the Modern 60/40, an alternative-first approach designed to provide greater diversification, control, and tax-advantaged growth.

The law has already given you the keys. Take control of your retirement future now.

Adam Bergman, Esq., is a leading authority on self-directed retirement plans and alternative investing. He founded IRA Financial, which has helped more than 30,000 clients invest over $8 billion in retirement assets.

A former tax attorney at White & Case LLP with advanced training in taxation, Adam has spent more than sixteen years helping individuals and business owners use Self-Directed IRAs and Solo 401(k) plans to invest beyond traditional stocks and bonds.

He is the author of ten books, and his expertise has been featured in Forbes, The Wall Street Journal, Business Insider, and more than 100 other media outlets.