Phil Huber, Savant Wealth Management - Expected Returns For That Classic 60/40 Stock Bond Mix Is Significantly Lower Today Than It Has Been In Recent Past | #374

In episode 374, we welcome our guest, Phil Huber, Chief Investment Officer of Savant Wealth management, an independent, fee-only wealth management firm, and the author of The Allocator's Edge: A modern guide to alternative investments and the future of diversification.

In today’s episode, we’re talking all things alternatives! With the traditional 60/40 portfolio facing some headwinds going forward, investors and advisors may be looking to add alternatives to their portfolios, so Phil wrote an overview of the different alternative asset classes. We walk through the different alternatives, what sleeve of the 60/40 they should replace, and then talk about the behavioral aspects of implementing some of these ideas.

Be sure to stick around and hear what Phil thinks about the collectibles space as they’re becoming more accessible to investors, and what collectibles he has himself.

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