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Nowhere to Hide for Traditional Balanced Investors

Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope.The classic portfolio of 60 percent equities...

Scott Ladner talks macroeconomics and a global view on markets with Ausbiz.

Scott Ladner talks macroeconomics and a global view on markets with Ausbiz.

Equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again

"...unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed...

The “Fear Index” For Bonds Has Markets On Edge

No doubt about it: Fixed-income investors are spooked.Volatility in U.S. Treasuries has soared this year. As seen in the chart,...

Making Sense of Investment Categories & Ratings Systems

The truth is, individual investors today don’t care as much about exposures as they do outcomes. They’re asking how to...

The Preservation Puzzle: When to Change

We know that in Preservation, clients either ask or at least ponder: What product gives me all the upside and...

Noise & Financial Planning

Kahneman's Behavioral Approach Noise: an unwanted variability in decision-making.  Ask yourself, when am I at my best? Are you a...

Annuities in a Goals-Based Framework

Investment professionals rarely agree on the risks and direction of markets, yet many would agree that planning for retirement is...

Active financial advice is the new reality

We see active financial advice as the new reality. Not robo. Not passive. But active!  Today, we can see an...

Consumers are getting out of the house—and bringing their wallets.

As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our key expectations for this year...

Reading the Corporate Tea Leaves

Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings season could arguably be one...

Is 80/20 the new 60/40?

Listen to what Scott Ladner, Horizon CIO, and Kevin O'Leary, O'Shares, say about hedging against rising inflation.
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