Phil Huber - The Case for Alternative Investments

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Phil Huber. Phil has been involved in the financial services industry since 2007. He worked for Huber Financial Advisors from 2008 until it joined with Savant in 2020. Prior to joining Huber, he was employed at a global asset management company where he worked closely with financial advisors to develop investment strategies for their clients. Phil earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER™ professional, has attained his Chartered Financial Analyst® (CFA®) designation, and is a member of the CFA Society of Chicago. Phil has been featured in a number of notable media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV. He produces his own investing blog, bps and pieces. Phil and his wife Christie live in the northwest suburbs of Chicago where they enjoy reading, yoga, and spending time with their daughter Hannah. He is also a lifelong, diehard professional wrestling fan.

Tune in to hear:

- What are some potential arguments against a traditional 60/40 portfolio and how do they hold up?

- How would Phil define alternative investments? Also, is their bad reputation deserved for any reason and where did this reputation originate from?

- What are 2-3 potential criteria to help discern the which alts can act as legitimate diversifiers in your portfolio vs. those that might have some bad actors or ulterior motives?

- What is one of the alternative investment strategies in Phil’s book that is often overlooked?

- How should one think about a percentage allocation to alts in light of everything we’ve discussed? What does it take to really begin to see they difference they can make in your portfolio?

- How does Phil think about things such as wine, art, cars and trading cards among the other alternative investment vehicles?

- How should folks think about whether or not to invest in crypto at all? If they are committed to, and interested in investing in, crypto - which particular crypto alts should they consider buying?

- How is Phil incorporating alts into his own portfolio?

Twitter: @bipsandpieces

Web: www.savantwealth.com

Compliance Code: 3117-OAS-12/15/2021