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Goals-Based Investing

Horizon’s distinctive approach of marrying investment strategies to financial planning

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Align with a team that’s focused on your needs as a financial professional and an entrepreneur

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Powerful advisor planning tools that are
easy-to-use—that’s Horizon’s Dashboard
Strategies

Gain Stage

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

Protect Stage

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

Spend Stage

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

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Top Stories

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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Market Notes

Weekly Market Recap | May 30, 2023

What happened last week, what we're watching this week, and investments management views.

Weekly Market Recap | May 22, 2023

What happened last week, what we're watching this week, and investments management views.

Market Update + Outlook with CIO Scott Ladner and Austin Fitch CFA®

Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what they are watching. https://www.youtube.com/watch?v=SI8F0XIe2kI

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,...

Bond Market Fireworks Force a Stumble in Stocks

The July 4th holiday’s fireworks extended into the work week on Wall Street. The 10-year Treasury note rallied further and...

Capital Gains Taxes and S&P 500 Returns: Complete Strangers for Over 60 Years

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Surging Spending on Big-Ticket Items, What Does It Mean for Inflation?

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Inflation Fixation, Bubble Trouble

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Biden, Trump Agree: Make America’s Growth Great Again

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Fed’s Powell Battles Wall Street’s Bond Bears

Federal Reserve chairman Jay Powell’s speaking engagement on March 4 is, in Horizon’s view, critical for the central bank’s messaging...

Emerging Markets Are Surging – And Evolving

Investors who are globally diversified may be seeing that pay off at the start of 2021. Emerging market (EM) stocks...

Top Stories

Tech Sector Thumbs Its Nose at Higher Rates

Tech Sector Thumbs Its Nose at Higher Rates

Weekly Market Recap | May 30, 2023

Weekly Market Recap | May 30, 2023

Insights

Insights categories

Filter out the daily noise.

Get in touch

Market Notes

Weekly Market Recap | May 30, 2023

Weekly Market Recap | May 22, 2023

Market Update + Outlook with CIO Scott Ladner and Austin Fitch CFA®

Fast Take: Market Update

Bond Market Fireworks Force a Stumble in Stocks

Capital Gains Taxes and S&P 500 Returns: Complete Strangers for Over 60 Years

Surging Spending on Big-Ticket Items, What Does It Mean for Inflation?

Inflation Fixation, Bubble Trouble

Biden, Trump Agree: Make America’s Growth Great Again

Fed’s Powell Battles Wall Street’s Bond Bears

Emerging Markets Are Surging – And Evolving

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

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