Tall Oaks Podcast
Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives.
DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
Tall Oaks Podcast
Gold vs S&P 500: 25-Year Results & A Different Way to Think About Risk
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A 60/40 portfolio feels diversified, but it can still behave almost like the stock market. That gap between what we think we own and the risk we actually take is where this conversation gets interesting.
I’m joined by Alex Shahidi, co-CIO at Evoke Advisors and author of books on risk parity and balanced asset allocation. We walk through risk parity in plain English: picking asset classes that tend to win in different growth and inflation environments, then balancing them so no single sleeve dominates results. We get specific about the building blocks investors can actually use, including global equities, Treasury's, TIPS, commodities, and gold. We also tackle the part nobody can ignore: portfolio psychology. If your benchmark is the S&P 500 because that’s what the media talks about all day, tracking error can feel like failure even when your plan is working.
If you want a clearer asset allocation strategy built for uncertain cycles, listen now, then subscribe, share this with a friend who benchmarks everything to stocks, and leave a review with your biggest takeaway.
Find Alex here:
insightfulinvestor.org
evokeadvisors.com
Find Du Charme Wealth Management here:
https://ducharmewealth.com
Phone:
(435) 288-3396
DISCLAIMER:
Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
[00:00:00] Welcome And Quick Disclosures
[00:10:39] Three Steps To True Diversification
[00:17:01] Escaping The Stock Market Benchmark
[00:20:08] Simple Asset Mix That Works
[00:25:23] Rebalancing Discipline And Tax Friction
[00:40:26] Diversify First Then Optimize Taxes
[00:48:29] Gold As A Signal And Hedge
[00:55:55] Valuations Geopolitics And The Next Decade
[01:06:14] Where To Find Alex