Phil-in the Gaps: Why Alternative Investments Belong in Your Retirement Portfolio
Stay Wealthy Retirement Podcast
Taylor Schulte, CFP®
2.4 • 606 Ratings
🗓️ 3 May 2023
⏱️ 51 minutes
🧾️ Download transcript
Summary
Today I'm joined by Phil Huber, Chief Investment Officer at Savant Wealth Management.
Phil joins me to take the other side of the alternative investment debate and shares three big insights:
1.) What exactly defines an "alternative investment"
2.) Why traditional stock/bond portfolios will be challenged in the years ahead
3.) How alternatives can help to reduce risk and improve investment returns
He also addresses common misconceptions about this complex asset class.
If you're looking to expand your investment knowledge and learn how alternatives might enhance your retirement portfolio, this episode is for you.
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Transcript
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| 0:00.0 | Welcome to the Stay Wealthy podcast. I'm your host, Taylor Schulte, and today I'm revisiting the world of alternative investments. |
| 0:10.9 | You might recall the episode that I published a couple of months ago discussing alternatives and if retirement savers should invest in them. |
| 0:18.0 | In short, I concluded that while alternatives tell a compelling |
| 0:21.5 | story, the large majority of products and solutions don't meet their stated expectations, |
| 0:27.1 | that most retirement savers likely would not benefit from adding alternatives to their |
| 0:32.8 | diversified portfolio. Well, today I'm joined by Phil Huber, author of The Allocators Edge and Chief |
| 0:39.2 | Investment Officer at Savant Wealth. Through Phil's research and writing, he's come to a different, |
| 0:45.2 | more optimistic conclusion about alternative investments. And that's exactly why I invited him to |
| 0:51.2 | come on the show today. I wanted to better understand how he thinks |
| 0:54.8 | about alternatives, how he defines them, and why he thinks they're a valuable addition to a |
| 1:00.4 | diversified portfolio. I also wanted to give him the space to share what I and others might |
| 1:05.3 | have previously gotten wrong about this complex asset class. And to support Phil's work on this topic |
| 1:10.7 | and further help our listeners |
| 1:12.2 | come to their own conclusion about alternatives, I'm excited to share that I'm giving away |
| 1:17.2 | 10 copies of his book, The Allocateor's Edge, a modern guide to alternative investments and |
| 1:23.1 | the future of diversification. Phil is a wonderful writer and does an incredible job breaking down |
| 1:28.5 | this asset class and breaking it down in a way that everyone can understand. Unlike prior giveaways |
| 1:34.6 | here on the show, to give all time zones an equal opportunity at getting a free book, |
| 1:39.3 | 10 listeners' names will be drawn at random. To throw your name in the hat, just head over to this |
| 1:45.1 | episode's show notes page, which can be found by going to you staywealthy.com forward slash 187. |
| 1:51.9 | On that page, you'll see a short giveaway form where you can quickly add your name. The deadline to |
| 1:57.4 | submit is Monday, May 8th at 1159 p.m. And winners will be announced shortly after. |
... |
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