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Accumulation of wealth: Clients have one chance to meet their goal. That’s why we believe they need portfolios that actively adapt as global markets change

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Preservation of wealth: As clients near a goal, investing behavioral mistakes can be addressed with strategies that seek to reduce the risk of catastrophic loss

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Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk

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Tech Sector Thumbs Its Nose at Higher Rates

Tech Sector Thumbs Its Nose at Higher Rates

Is the fast-moving market moving too fast? Technology stocks generally...

Weekly Market Recap | May 30, 2023

Weekly Market Recap | May 30, 2023

What happened last week, what we're watching this week, and...
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Featured

Horizon Investments Quarterly Focus: Q1 | Where do we go from here?

Overview The idea that the financial markets “climb a wall of worry” by showing resilience in the face of significant...

Q1 2023 – Strategies in Review

Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but generally positive first quarter of...

Q4 2022 – Strategies in Review

Gain Strategies The final quarter of what has been a difficult year for asset owners finished on a positive note...

Q4 Focus 2022: Navigating The Unknown

OverviewFinancial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an aggressive monetary policy response by the...

The FED means business about knocking out inflation

Central bankers have become laser-focused on crushing inflation. What could that mean for the economy and investors? Overview Investors found...

2022 Q3 – Strategies in Review

Gain Strategies This year's punishing price action across markets continued last quarter as global stocks (MSCI ACWI Index), and core...

Tug of War | Inflation vs Growth

Overview Investors faced a wall of worry during the second quarter that proved to be insurmountable for stocks, bonds and virtually...

2022 Q2 – Strategies in Review

Gain Strategies The second quarter of 2022 was another difficult one for asset markets as investors continue to grapple...

Making Sense of Investment Categories & Ratings Systems

The truth is, individual investors today don’t care as much about exposures as they do outcomes. They’re asking how to...

The Preservation Puzzle: When to Change

We know that in Preservation, clients either ask or at least ponder: What product gives me all the upside and...

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...

Top Stories

Tech Sector Thumbs Its Nose at Higher Rates