Keep it Simple…2 + 2 = 4
Are you tired of financial communications that overwhelm you with information, overload you with legalese and disclaimers and then really don’t tell you anything worth learning or listening to? This podcast is our attempt to fight this. The wins, losses and real-life battle scars “earned and learned” over 50+ years of successfully navigating markets and getting clients where they need to be is hopefully the antidote to the blaring “noise and distraction” of the financial press and social media. We want to cut through the jargon and talk to you like you are sitting on our front porch having a “real” conversation. You will definitely get an insight into how we see the world and why everyday life has some of the best, relatable and impactful stories for financial success and beyond. We hope to entertain and maybe even impart what wisdom we have acquired…as simply as possible.
UBS Advisor Podcasts
Perspective...Bay Leaves, Flowers, economic Rorschach Tests and Dead Poets...Horizon Partners Newsletter 6-13-24
11:46It is often said that a picture is worth a thousand words. How many words is it worth if 3 different people see 3 different things when they see that picture? In this episode we further investigate the notion of perspective. Considering other perspectives can change your mind and how we see things around us. Understanding multiple perspectives is helpful in navigating life and successfully managing long-term term wealth in today’s challenging times.
Meathead vs. Archie (growth vs. value)…Circe’s warning to Odysseus...Horizon Partners Newsletter 2-27-24
12:48Growth vs. value, the similarities between past and present, and what we think for our clients going forward.
Protecting Yourself in the Digital Age
42:17October is cyber security month so Shea interviews Andy E. a national security strategist and expert in counterintelligence and cybersecurity to educate listeners and how to protect yourself. We discuss how cyber criminals use social engineering, phishing, ransomware, bogus calls, spoofing and account take overs to gain access to your accounts. We also educate you on the benefits of Virtual Private Networks or VPNs, Password, 2 factor identification and firewall recommendations.
Think Like a Farmer
09:48At a recent board meeting made up of mostly farmers, I mentioned how farmers really have the right makeup to be great investors. The reason…they understand cycles and nature. After seeing a post on Twitter about this topic, I felt it was a little bit of fate or the world around suggesting this as a topic of discussion. This is a little tongue in cheek, but the underlying rules or tenets of “Thinking Like a Farmer” really do apply to investing success and life in general.
The Immaculate Disinflation and the Silent Tax
10:44The late, great Franco Harris is probably best known for an iconic play in the AFC Championship game that became known The Immaculate Reception. It was an incredible, almost unbelievable play. At the beginning of the year markets were starting to price in an Immaculate Disinflation where inflation was simply going to magically decline rapidly to near 2% so the FED could pause rate hikes, then pivot, then cut them and markets would miraculously avoid any economic pain or reckoning. Inflation rarely works like the politicians who caused it would like. Taking a look at Minneapolis’ FED data confirms that any deflation on annual basis is rare and not near enough to offset the Silent Tax of inflation unleashed. Now, a few younger generations are learning why historically so many have cautioned against letting inflation “get out of the box.”