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Phil Huber: Finding an Edge in Alternative Investments

The blogger and CIO of Savant Wealth Management discusses his new book on alternative investments amid a sobering outlook for the traditional 60% stock/40% bond portfolio.

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Our guest this week is Phil Huber. He is chief investment officer at Savant Wealth Management, a fee-only registered investment advisor. Previously, Huber worked for Huber Financial Advisors, which Savant acquired in 2020. Huber is active in the financial blogosphere with his blog bps and pieces.com. He has a bachelor's degree in finance from the Kelley School of Business at Indiana University and has earned both the Certified Financial Planner and Chartered Financial Analyst designations. Huber is also the author of a new book, The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification.

Background

Bio

Savant Wealth Management

Bps and pieces

The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification

Trade Allocations and the Case for Alternatives

"Evidence-Based Investing: Application and Monitoring," by Phil Huber, savantwealth.com, March 22, 2021.

"In Defense of Complexity," by Phil Huber, bpsandpieces.com, March 16, 2019.

"The Four C's of Investment Costs," by Phil Huber, bpsandpieces.com, Nov. 3, 2021.

"Inflation: Temporary or Here to Stay?" by Daniel G. Noonan, savantwealth.com, Sept. 15, 2021.

"Ask Meaningful Questions: Bonds and Alternatives," by Phil Huber, savantwealth.com, March 21, 2021.

The Elements of Diversification," by Phil Huber, bpsandpieces.com, Nov. 19, 2018.

Retirees

"Three Tips for Evidence-Based Retirement Plans," by Isaac Presley, cordantwealth.com, Nov. 29, 2017.

Practice and Behavioral

"Diversification Means Always Having to Say You're Sorry," by Brian Portnoy, forbes.com, March 9, 2015.

Liquid Alts

"Liquid Alts Revival?" by Phil Huber, bpsandpieces.com, April 7, 2021.

"Inside the Morningstar Style Box for Alternatives," by Jason Kephart, Morningstar.com, Oct. 30, 2017.

Indexing and ETFs

"Patrick O'Shaughnessy: 'Custom Indexing Unlocks a Lot of Benefits'," The Long View, Morningstar.com, May 12, 2021.

Canvas

"For a While, Bond Funds Were an Exception to the Indexing Rule," by Carla Fried, nytimes.com, Jan. 11, 2019.

"Around the ETF World in 80 Hours," by Phil Huber, bpsandpieces.com, Feb. 14, 2020.