The New Alts Equation: How the 60/40 portfolio is being replaced by 40/30/30
Alternative investments are no longer just for high-net-worth investors — they’re becoming a must-have in every investor’s toolkit. In this episode of If You Could, Matt and Taryn dive into the fast-evolving world of alts with Cheri Belski, Head of Investment Management Solutions at LPL. Together, they explore how access, education, and technology are reshaping the alts landscape. Cheri breaks down why the traditional 60/40 portfolio might be losing its edge and how diversification is being redefined in today’s correlated markets. Whether you're an advisor or investor, this conversation is packed with insights you won’t want to miss. Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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Crypto: Fad, Future, or Financial Frontier?
Digital assets have moved from niche to mainstream—but what does this mean for the world of finance? In this episode of If You Could, Kristian Kerr, Head of Macro Strategy at LPL Research, joins hosts Matt and Taryn to unpack the evolving digital landscape. From early adoption to emerging trends, Kristian shares insights on how this space is influencing the financial conversation. Whether you're “crypto-curious” or a cautious skeptic, this episode offers a fresh perspective on what’s next for digital assets. Follow Matt on LinkedIn here!Follow Taryn on LinkedIn here!
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CEO Unplugged: LPL Financial’s Rich Steinmeier on Big Swings and Sharing the Joy (Part 2)
In the conclusion of our conversation with LPL CEO Rich Steinmeier, Rich reflects on bold moves and joyful moments. With humor and honesty, he shares how strategy, vulnerability, and even music playlists play a role in leading with impact. Plus, a rapid-fire round of questions on surprises from the year and what fills his tank.
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CEO Unplugged: LPL Financial’s Rich Steinmeier on a Lifelong Pursuit of Greatness (Part 1)
Season 2 of If You Could with Matt & Taryn kicks off with a powerful two-part conversation featuring LPL CEO Rich Steinmeier. From his early ambitions in the auto industry to the unexpected pivots that led to a career in wealth management, Rich shares the lessons he’s carried from the frat house to the corner office, and what it really feels like after a year in the CEO seat. He gets candid about navigating pressure and why “pursuing greatness” is more than an inspirational poster.Follow Matt on LinkedIn here!
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Decoding Tomorrow: A Tech Talk on the Future We’re Building at LPL
We’re bringing LPL’s Focus 2025 to you! Tune in now for a special episode recorded live onstage from our biggest conference of the year all about harnessing evolving platforms to deliver the latest in wealth and technology to your clients. Matt and Taryn are joined by Group Managing Director, Chief Technology & Information Officer Greg Gates and EVP, Chief Information Officer Kristie Edling-Day to discuss how new platforms like AI can give you an edge on the competition— and allow you to deliver your best to your clients.Follow Matt on LinkedIn here!
If You Could with Matt & Taryn is a biweekly podcast designed to spark real conversations and share authentic stories from leaders and changemakers across the financial industry and beyond. Hosted by LPL Financial’s Matt Enyedi, Chief Client Officer, and Taryn Huget, Senior Vice President, each episode dives into timely topics and expert perspectives, leaving you with actionable insights to elevate your business. Whether you're looking for a fresh take or thoughtful conversation, If You Could is your resource for navigating the world of finance and wealth management.
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