What happens to your wealth when traditional investment models no longer work? Ken Grewal, Co-founder and CEO of Forthlane, joins Scott to reveal what institutional investors are secretly worried about—and how they're positioning their portfolios in response.

The conversation takes a fascinating historical turn as Ken explains why we may be experiencing a modern version of 1970s economics, where bonds delivered negative real returns while real assets thrived. "If your equity is up 7% and you give half back to the government, you have 3.5%. If inflation is 5%, you actually lost purchasing power," Ken warns, highlighting why conventional investment wisdom might be failing today's investors.

Ken breaks down the concept of "The Fourth Turning"—a cyclical view of history where debt-fueled economic expansion eventually requires painful correction. We're potentially in the early stages of this correction now, and Ken offers concrete strategies for navigating it successfully, from reevaluating bond allocations to incorporating real assets as portfolio insurance.

The discussion challenges the traditional 60/40 portfolio model, suggesting alternatives like private credit, infrastructure investments, and global diversification as potential paths forward. Ken shares a particularly illuminating perspective on gold and other hard assets: "We don't own gold because we're trying to make money. It's called insurance." This framing helps investors understand why certain allocations matter beyond simple return calculations.

Whether you're a business owner, entrepreneur, or retiree concerned about preserving capital, this episode offers invaluable insights into how institutional investors are thinking about wealth preservation in uncertain times. Head over to carsonwealth.com to learn more about our all-seasons investment approach and discover strategies to protect what you've built.

About Our Guest:
Ken Grewal, Founder
Forthlane Partners
145 Adelaide St. West, Suite 200, Toronto M5H 4E5
M: 647.919.7785
E: ken.grewal@forthlane.com
W: www.forthlane.com

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https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.