Horizon Advisers Unleashed Podcast

Alex and Ryan have a conversation about interest rates and the stock market. We have recently been in an extended Bear market in ’22. In ’23 the market has turned around a bit and we have entered a new Bull market.  Having a long-term plan and sticking to it can pay nice dividends over time. They also mention a study from Charles Schwab that took a look at what amount of money do people feel and think they are wealthy. There are some other interested trends that were laid out in the study. Listen to learn more!

Andrew and Alex talk about why working with a team is crucial for success, both personally and professionally.

Andrew and Alex discuss some unique family dynamics that may cause estate planning to be difficult. There are many different types of techniques that can be used to solve these complex situations.

Andrew and Alex discuss how they are choosing to invest in people while living in a world focused on automation.

Andrew and Alex discuss artificial intelligence. What is it, how is it currently effecting society, and where are we headed?

https://www.ibm.com/topics/artificial-intelligence

https://www.morningbrew.com/daily?mbcid=31642653.223389&mid=b46cb2e6ade0052d3f6d40f4eb650dc0&utm_campaign=mb&utm_medium=newsletter&utm_source=header_signup

Ryan and Andrew discuss budgets. Understanding cash flow is important in life and can help create confidence. Listen in to better understand what a budget is and what might make sense for you.

Andrew and Alex discuss the education Horizon Advisers provides on long-term care and why it is important. Most Americans will need long-term care in some form during their lifetime, which is why understanding the risk and educating yourself on the subject is extremely valuable.

Ryan, Alex, and Andrew discuss the importance of diversification. Yes, having the proper asset allocation is important. It is also important to look at the types of accounts you are saving into. How will they be taxed in the future? Will you have access to your money when you want?

Ryan, Alex, and Andrew have a discussion on what net worth is and ways to increase it in different phases of life.  Don't focus on any one singular aspect like rate of return to accomplish your goals. A well-rounded plan can help you stay on track.

Ryan and Andrew discuss how competition affects our lives and business. We believe competition is necessary. It can have positive affects for some people and negative for others. We believe in finding a balance and using competition in a healthy way.