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Call Me!

A covered call strategy offers the potential for risk mitigation, current income, and outperformance. Innovative

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Too Much of Nothing

What tools can investors use to fight longevity risk in retirement?  Many retirees today probably

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Fast Take: Market Update

https://www.horizoninvestments.com/wp-content/uploads/2022/09/Fast-Take-With-Zach-Hill.mp4 Hear Horizon’s view of the markets as we head into the fall, along with

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Economic Health

Zachary Hill, CFA‘s insights on the economic health from a consumer and corporate perspective.

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Dead Money?

Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest

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Market Volatility

Zachary Hill, CFA, Head of Portfolio Management at Horizon Investments, reviews market volatility with TD

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Beyond the Bond

Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments

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Weekly Market Recap | 3/11/24

What happened last week Mega-cap tech underperformed the broad market and equal-weight indices as market breadth improved. The underperformance of mega-cap tech is likely short-term

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Weekly Market Recap | 3/04/24

What happened last week Stocks rose as mega-cap tech and theAI theme continued to propel equitymarkets to new all-time highs. Retail speculation and flow into

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Weekly Market Recap | 2/26/24

What happened last week Nvidia, now a $2 trillion market-cap company, crushed lofty earnings expectations and sent equities to all-time highs. China’s equity performance picked

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Weekly Market Recap | 2/20/24

What happened last week Hot inflation print pushed back the start of rate cuts; more importantly, longer-term interest rate expectations drifted higher, weighing on equities.

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Weekly Market Recap | 1/29/24

What happened last week Economic growth remains hot with inflation cooling – the probability of a ‘soft landing’ or ‘no landing’ is increasing. The strong

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Weekly Market Recap | 1/22/24

What happened last week Action-packed and holiday-shortened trading week underscored by new all-time highs across major US equity indices. Economic data fueled the rally –

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Weekly Market Recap | 1/16/24

What happened last week Magnificent-7 (“MAG-7”) mega-caps led the “broadening-out” trades’ outperformers (e.g. small caps). Benign December CPI & PPI prints contributed to a dip

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Is Fixed Income Broken?

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

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Advisor Sentiment Survey Results

Over the summer months, Horizon conducted the firm’s first annual Advisor Sentiment Survey to gauge opinions and expectations around the current market, interest rates, asset

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Turbulence Ahead?

Stock investors may want to brace for some bumps in the road. After months of gains and low volatility from stocks, emerging signs show that

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Call Me!

A covered call strategy offers the potential for risk mitigation, current income, and outperformance. Innovative strategies to mitigate risk and generate income are an important

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Investors Keep Calm and Carry On

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

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Homes! Homes! Homes!

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

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Jobs! Jobs! Jobs!

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

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BIG NUMBER 1=2000

A One-Stock Army?

Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s common for one superhero to be bigger than an entire

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Big Numbers 13.2%

The Wheat and the Chaff

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

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Too Much of Nothing

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

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A Tale of Two Markets

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

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Q4 Focus 2022: Navigating The Unknown

Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an aggressive monetary policy response by the Federal Reserve Board created

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When Risk Management Fails

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

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Hard Truths About Soft Landings

Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve Board was ready to pivot and end—or considerably scale back—its

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When It’s Time to Change

Investors are shifting gears in the wake of good inflation news. Will it last? The tide is turning—maybe. Following last week’s news of lower-than-expected inflation,

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Zach Hill on Yahoo! Finance

Head of Portfolio Management Zach Hill, CFA® joins Yahoo! Finance to weigh in on recent market volatility, bond yields, and why investing in equities may

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Europe Hits the Brakes

All eyes were once again on interest rates last week, as the European Central Bank (ECB)—the eurozone’s equivalent of the Federal Reserve Board–raised interest rates

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Fast Take: Market Update

https://www.horizoninvestments.com/wp-content/uploads/2022/09/Fast-Take-With-Zach-Hill.mp4 Hear Horizon’s view of the markets as we head into the fall, along with our expectations around Fed policy, global economic conditions, and our

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What Constitutes a Recession?

Historical Recessions Given the increase in signs of a cooling economy, this study aims to explain what typically happens before and during recessions, answering the

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A Tale of Two Markets

It’s a safe assumption that when Bob Dylan sang “the first one now will later be last,” he didn’t have financial markets in mind. And

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Keep Calm and Carry On

Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a recession—up from just 18% in January. The newspaper noted that

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Déjà Vu All Over Again

American workers are reliving the past – and that’s a potentially big problem.  The reason: Real wages adjusted for inflation have recently declined, in some

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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 morning person? Are you a

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Market Volatility

“Volatility in the bond market is simply too high right now…” Zachary Hill, CFA is quoted on CNBC earlier today. As investors are keeping their

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Dead Money?

Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest rates and more on TD Ameritrade Network.

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Market Volatility

Zachary Hill, CFA, Head of Portfolio Management at Horizon Investments, reviews market volatility with TD Ameritrade. Tune in to find out more.

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Mornings with Maria

In case you missed it, check out Horizon Investments’ CIO Scott Ladner discussing his market sector picks on ‘Mornings with Maria’ on Fox Business Channel.

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Beyond the Bond

Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments discuss their favorite alternatives to bonds in the hunt for

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Flush with new cash!

Flush with new cash, Horizon Investments is even better positioned to provide first-rate advice to investors on the best ETFs and funds in the market.

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Is now the time for ESG?

Many investors and financial advisors are still in the dark on what ESG factor investing means and how quickly the data behind this style of

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