Scott Ladner of Horizon Investments - Goals-Based Financial Strategies

Episode • Jun 28, 2022 • 37m

As the financial landscape changes, so do the goals of investors. Rather than simply trying to achieve the highest return, investors are increasingly focused on achieving specific financial goals. As investors are shifting the way they view their portfolios, how can they construct a portfolio tailored to their unique circumstances and goals?

In this episode, Rusty and Robyn talk with Scott Ladner, CEO and Chair of the Investment Committee at Horizon Investments. In these capacities, he oversees all aspects of the firm's Investment Management division. He also provides macro analysis and interpretation of global derivatives, credit, foreign exchange, equity, and funding markets.

Scott talks with Rusty and Robyn about what goals-based investing is and how it differs from traditional investing, how to mitigate the risks associated with investing, and what his outlook is for the ETF industry.

Key Takeaways

[03:09] - Scott Ladner's career and his role at Horizon Investments.
[06:44] - How goals-based investing differs from traditional investing.
[09:17] - The desired outcomes and planning horizons of goals-based investing.
[11:04] - The primary risks of investing and how to mitigate them.
[13:52] - What their blog, 5 Years, is all about.
[15:48] - Inflation and the battle against it.
[18:53] - The impact of inflation on interest rates.
[21:28] - What the expression 'don't fight the feds' means to Scott.
[23:05] - Scott's take on valuations and possible recessions.
[29:30] - Scott’s outlook on the ETF industry.
[31:40] - How Scott manages his wealth personally.
[32:29] - How Scott maintains his physical and mental health to perform at his best.

Quotes

[11:32] - "When we're talking about our gain strategies where the primary thing we're trying to do is make money, the primary risk for us is volatility." - Scott Ladner

[16:54] - "For the rest of this year, we're going to be fighting a battle between falling goods prices and rising food, energy, and services prices." - Scott Ladner

[22:14] - "Don't fight the fed in 2022 means that the only thing the fed can do to fight this inflation problem they see now is demand destruction." - Scott Ladner

[30:06] - "It's great to have the ability to use these ETFs, but the knowledge about how to use them and generate expectations are complex." - Scott Ladner

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1041-OPS-6/14/2022

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