In our latest episode of Show Us Your Portfolio we speak to Savant Wealth CIO Phil Huber. We discuss Phil’s approach to building his personal portfolio and the core principles…
Tag: Alternatives
Challenges for the 60/40 Balanced Investor in Today’s Market
By Justin Carbonneau (@jjcarbonneau) — Late last year I gave a presentation to investors title, “Alternatives to the 60/40 Stock/Bond Portfolio: Why Investors Should be Thinking About this Now in…
Quantitative Asset Allocation Approaches That Go Beyond Stocks and Bonds
By Jack Forehand, CFA, CFP® (@practicalquant) — Inflation is coming! Or at least that is what everyone seems to think these days. We have had benign inflation in the US for a…
Contrary to Pew Findings, Pension Funds Should Have Alternative Investments
An article in Bloomberg refutes the claims by a Pew Charitable Trust report that was subtitled, “Substantial investments in complex and risky assets exposes fund to market volatility and high…
SoftBank to Buy Alternative-Asset Manager Fortress
Japanese technology giant SoftBank Group has agreed to buy asset manager Fortress Investment Group LLC for $3.3 billion in a continued effort to become one of the world’s largest investment…
