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