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Topics
Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of
One active approach to risk management is currently beating the market. Risk management can be
The end of Fed rate hikes suggests good things for equities. The stock market’s surge
Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could
House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking
It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds
Falling interest rate volatility in Treasuries could herald a stock market rally. There are few
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices
Historically, the 9th month of the year hasn’t been kind to investors. “April is the
Other market sectors are showing signs of life. The S&P 500 continued its winning streak
The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think
Will six months of returns cause you to forsake global diversification? While it’s true that
Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those
The housing market is the latest economic indicator to light up the charts? With the
The housing market is the latest economic indicator to light up the charts? One of
Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors
The positive surprises in the labor market just keep on coming. Job creation in the
Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic
Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First
Investors seem to be a relatively calm, cool, and collected bunch these days—which may be
Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health
What tools can investors use to fight longevity risk in retirement? Many retirees today probably
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly
Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about
Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government
Chip stocks have come out swinging to start 2023 In what could be a harbinger
The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength
In the wake of a bruising 2022, investors seem to have decided that “risk on”
Put “protection” has come up short lately—but there’s a better way. Put options are often
Up is down, and down is up Two key components of the equity market—growth stocks
Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along
Could bond investors find the next few months to be “the most wonderful time of
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Topics
Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of retirement accounts as America’s second-largest generation approaches the IRS’s required
One active approach to risk management is currently beating the market. Risk management can be an important component of goals-based planning. Used well, it has
The end of Fed rate hikes suggests good things for equities. The stock market’s surge last week—U.S. and global equities soared nearly 6%—may be the
Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over roughly the past three years, with most corners of the
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before
House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.
It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds are on track for a third consecutive calendar year of
Falling interest rate volatility in Treasuries could herald a stock market rally. There are few things that make investors happier than having clarity about where
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices hitting their highest point in 10 months following news that
Historically, the 9th month of the year hasn’t been kind to investors. “April is the cruelest month,” wrote poet T.S. Eliot—who, we assume, didn’t own
Other market sectors are showing signs of life. The S&P 500 continued its winning streak in July and is up more than 20% in 2023.
The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think the S&P 500’s low volatility these days means all is
Will six months of returns cause you to forsake global diversification? While it’s true that “the market” is up for the year, it’s really a
Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those Stephen Sondheim lyrics pretty much summarize the sentiment among a
The housing market is the latest economic indicator to light up the charts? With the oldest baby boomers over eleven years into retirement and the
The housing market is the latest economic indicator to light up the charts? One of the key leading indicators of future economic activity—construction of new
Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors cheered last week as the S&P 500 broke free of
The positive surprises in the labor market just keep on coming. Job creation in the U.S. continues to defy expectations. Case in point: last week’s
Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic approach to portfolio management can provide investors the potential to
Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First Republic. PacWest. Comerica. The list of regional banks that have
Investors seem to be a relatively calm, cool, and collected bunch these days—which may be a harbinger of stock market strength in the coming months.
Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health have dominated many investors’ thoughts for weeks. But as we
What tools can investors use to fight longevity risk in retirement? Many retirees today probably remember the 1976 disco hit “Right Back Where We Started
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly happy bunch. Everybody else? Not so much. The gap between
Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely to work for everyone. Horizon believes tactical strategies can offer
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about the health of the U.S. banking system and economy have
Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government bonds has pushed yields to their lowest levels in months—and created
Chip stocks have come out swinging to start 2023 In what could be a harbinger of things to come for the markets, semiconductor stocks are
The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength in the real estate market this week is the latest
In the wake of a bruising 2022, investors seem to have decided that “risk on” is where it’s at this year. Case in point: High-beta
Put “protection” has come up short lately—but there’s a better way. Put options are often a go-to risk management strategy among investors seeking protection against
Up is down, and down is up Two key components of the equity market—growth stocks and value stocks—are looking significantly different as 2023 gets underway,
Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along the way can potentially result in more wealth. One
Could bond investors find the next few months to be “the most wonderful time of the year?” High-yield (or “junk”) bonds—along with the rest of