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Most Pressing Client Questions 3Q22

Recession, volatility, inflation, OH MY! In this quarter's video, Prudeo's Andrew Todd, CFP®, Partner & Financial Advisor, talks with Morgan Smith, CFA, Head of the Portfolio Strategy Group at Horizon Investments. They address the most pressing questions we are hearing from our clients today, including thoughts on current economic conditions, why 2022 may be good for long-term strategy, and what your dog could have in common with stock markets.

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Most Pressing Client Questions March, 2023

In this month's video, Prudeo's Andrew Todd, CFP®, Partner & Financial Advisor, talks with Morgan Smith, CFA, Head of the Portfolio Strategy Group at Horizon Investments. They address the questions at the top our clients' minds, including banking industry woes, the collapse of SVB, and inflation.

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