Free Documentary: How Today’s Markets Are Reshaping Retirement
In this short documentary, viewers will learn how the traditional 60/40 portfolio was designed, why it historically worked, and how today’s market conditions have changed the way stocks and bonds behave together.
The film explains correlation in simple terms, explores how inflation and market volatility have reshaped retirement risk, and outlines why many Americans are re-examining long-standing assumptions about balance and diversification.
Register below for instant access.
The End of the 60/40 Era
The Hidden Tax Trap
Building Wealth in Turbulent Times
Thousands of Americans have stopped trusting the system
— and started winning.
Preserve Your Wealth. Expand Your Options.
Build a portfolio that isn’t tied to Wall Street’s volatility or limited by traditional models.
Thousands of Americans have stopped trusting the system
— and started winning.
Beyond the Illusion
What Was Once Balance Is Now Exposure
The classic portfolio model fails when both asset classes react to the same market forces.
Your Wealth Deserves More Than a 60/40 Portfolio
The End of the 60/40 Era
Many traditional portfolios are still built around the classic 60/40 allocation.
In today’s markets, rising correlation has challenged the effectiveness of that approach—sometimes increasing risk at the very moment diversification is expected to help.
In this short documentary, you'll learn why correlation has become a critical factor in modern portfolio construction, and explore asset-backed strategies that investors often study to help protect capital and pursue long-term growth.
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David S. Harris is an independent Registered Investment Advisor with over three decades of experience advising Fortune 500 executives, business owners, and affluent families. After witnessing how traditional portfolios often fall short during periods of market stress, he built his practice around disciplined portfolio construction, tax efficiency, and alternative investments designed to deliver greater stability, income, and long-term alignment. He lives in Scottsdale, Arizona, and enjoys cruising to exotic ports whenever time allows.
Smart, Honest, and Made for People Looking For Alternatives.
“I thought I understood retirement planning, but this docuseries opened my eyes. It’s a must-watch for anyone who wants to protect their future.”
— Sarah M., 47, Finance Professional
— Sarah M., 47, Finance Professional
“The way they break down complex topics like taxes and investment risks is incredible. I feel more confident about my retirement choices now.”
— James L., 52, Business Owner
— James L., 52, Business Owner
“I couldn’t stop watching. Each episode revealed something I had no idea about — and it really made me rethink my 401(k).”
— Maria G., 39, Attorney
— Maria G., 39, Attorney
“Finally, someone explains what the wealthy know and how regular people can use the same strategies. This docuseries is a game-changer.”
— Robert K., 55, Engineer
— Robert K., 55, Engineer
“Eye-opening, clear, and actionable. I’ve already started making changes in my retirement planning thanks to what I learned here.”
— Linda P., 61, Surgeon
— Linda P., 61, Surgeon
“I wish I had seen this years ago. It’s not just information, it’s a roadmap for protecting your family’s future.”
— Ahmed S., 44, Physician
— Ahmed S., 44, Physician
“Engaging, informative, and surprisingly relatable. This docuseries made me feel like I actually have control over my retirement for the first time.”
— Emily T., 50, Tech Executive
— Emily T., 50, Tech Executive
“I thought I understood retirement planning, but this docuseries opened my eyes. It’s a must-watch for anyone who wants to protect their future.”
— Sarah M., 47, Finance Professional
— Sarah M., 47, Finance Professional
“The way they break down complex topics like taxes and investment risks is incredible. I feel more confident about my retirement choices now.”
— James L., 52, Business Owner
— James L., 52, Business Owner
“I couldn’t stop watching. Each episode revealed something I had no idea about — and it really made me rethink my 401(k).”
— Maria G., 39, Attorney
— Maria G., 39, Attorney
“Finally, someone explains what the wealthy know and how regular people can use the same strategies. This docuseries is a game-changer.”
— Robert K., 55, Engineer
— Robert K., 55, Engineer
“Eye-opening, clear, and actionable. I’ve already started making changes in my retirement planning thanks to what I learned here.”
— Linda P., 61, Surgeon
— Linda P., 61, Surgeon
“I wish I had seen this years ago. It’s not just information, it’s a roadmap for protecting your family’s future.”
— Ahmed S., 44, Physician
— Ahmed S., 44, Physician
“Engaging, informative, and surprisingly relatable. This docuseries made me feel like I actually have control over my retirement for the first time.”
— Emily T., 50, Tech Executive
— Emily T., 50, Tech Executive
