Horizon Advisers Unleashed Podcast

The news is fighting for consumers’ attention more than ever. It is easy to be persuaded by “news headlines” that rattle your emotions and make you question your current investment philosophy. Alex and Andrew discuss the importance of remaining disciplined and following the plan you originally charted.

Ryan and Andrew discuss an article about recency bias and why it can cause bad investment decisions. What is recency bias? How to resist making some of these poor decisions.

https://www.cnbc.com/2023/07/21/recency-bias-what-it-is-and-why-it-causes-poor-investment-choices.html

Ryan and Andrew liked an article from CNBC that they discuss. They did this podcast from their mid summer lake retreat. They can’t believe we are more than half way done with the year and it is a great time to check in on your finances and goals!

Ryan and Alex host our first lakeside podcast. They discuss a great article found in Morningstar. Understanding cash flow and spending is important to feel confident in retirement. Many people don't know where to start with this so we discuss 7 steps that can be helpful

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.