The Race Is On — 2020 U.S. Election Calendar of Events
September 25, 2020
We’ve talked about it for months, and it’s finally here!
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As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the ultimate reason behind saving and investing. By aligning investment solutions with investor goals, investors have better opportunities to measure the actual “real world” outcomes they seek.
Each client’s investment-related goals consist of three stages—accumulation (or the gain stage), preservation (or the protect stage) and distribution (or the spend stage). Importantly, for every goal, each stage has its own overarching objective and risk.
GAIN Stage
PROTECT Stage
SPEND Stage
Horizon Investments is a modern, goals-based investment manager and think tank. Our focus is on goals-based investment strategies, to help financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals.
Founded in 1995, Horizon provided investment advice to individual clients while utilizing a process based on quantitative analysis. Today our investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. Over 20 years, we’ve continued to expand our investment management team to include the seasoned academics and research analysts needed to pursue forward-looking approaches to address a myriad of challenges that investors face while seeking to grow their wealth. As a result, financial advisors turn to Horizon for our innovative risk mitigation and retirement income strategies. Rooted in a global active investment approach, the firm’s GAIN PROTECT SPEND® framework, combined with its investment management methodology, has been a cornerstone of Horizon’s portfolio construction process for over a decade.
Click here to watch our history in review.
We’ve talked about it for months, and it’s finally here!
Euphoria in domestic equity markets unwinds Upside euphoria continues to
Market turbulence continued last week in another “sell the winners”
There are now more Covid-19 cases in Europe than there
Explore the 3 most likely 2020 election outcomes and their implications for financial markets and investors.
Last week was another reminder that stocks don’t go straight
We’ve talked about it for months, and it’s finally here! The first Presidential debate is this Tuesday, September 29th — and we’re now just 39
Euphoria in domestic equity markets unwinds Upside euphoria continues to unwind in domestic equity markets with mega-cap tech leading the S&P 500 lower for the
Market turbulence continued last week in another “sell the winners” week of trading, shortened by the Labor Day holiday. The action was most pronounced in
There are now more Covid-19 cases in Europe than there are in the U.S., according to the World Health Organization (WHO). Strikingly, France is truly
Last week was another reminder that stocks don’t go straight up all the time. After 5 weeks of increasing momentum and signs of exuberant investor
At the close of business last Friday, August 28, 2020, Apple (AAPL), the first company to ever reach a market cap of $2 trillion, split
We’ve talked about it for months, and it’s finally here! The first Presidential debate is this Tuesday, September 29th — and we’re now just 39
Euphoria in domestic equity markets unwinds Upside euphoria continues to unwind in domestic equity markets with mega-cap tech leading the S&P 500 lower for the
Market turbulence continued last week in another “sell the winners” week of trading, shortened by the Labor Day holiday. The action was most pronounced in
There are now more Covid-19 cases in Europe than there are in the U.S., according to the World Health Organization (WHO). Strikingly, France is truly
Last week was another reminder that stocks don’t go straight up all the time. After 5 weeks of increasing momentum and signs of exuberant investor
At the close of business last Friday, August 28, 2020, Apple (AAPL), the first company to ever reach a market cap of $2 trillion, split
Explore the 3 most likely 2020 election outcomes and their implications for financial markets and investors.
Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is technology. Except, that’s not entirely
As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the purpose behind their investment
For years, conventional wisdom has held that individuals nearing retirement should increase their fixed income allocation to protect assets and generate income. But there are
Our mission is to provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout
written by: ROBBIE CANNON – President + CEO for Horizon Investments Nicolaus Copernicus was a Polish mathematician who formulated and promoted a model of the
Explore the 3 most likely 2020 election outcomes and their implications for financial markets and investors.
When you go to the beach, you expect mostly blue skies and sunny weather. You also know that if you spend a full day there,
Our recent Advisor Experience Conference at our headquarters in Charlotte, NC. This two-day conference provided an excellent opportunity to bring in financial advisors and develop
As market volatility persists heading into year-end, the question remains as to whether this new volatility regime is here to stay. While the uptick in
Fall 2018 has brought about many newsworthy events including midterm elections, looming trade discussions with China, and uncertainty surrounding the Federal Reserve’s plan for upcoming
Over the past few weeks, we’ve explored the key issues around the importance of mitigating risk in clients’ investment portfolios, the inherent limitations of some
Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick, host of Morning Trade Live for the TD Ameritrade Network. Scott discussed his macro market
Wondering what caused Monday’s marketwide trading halt? What the potential impact of COVID-19 could be? What’s going on with credit markets? What the macro backdrop
Gain new insights to help you navigate the market sell-off and investor concerns. Horizon’s Investment Management Team shares the factors that may be driving the
Want clarity amid COVID-19 confusion? Listen to this interview with immunologist and infectious disease specialist Dr. Steven Sepe, as he answers quesions about what to
Scott Ladner, Horizon Investments CIO, joined CNBC to discuss the underappreciated impact of the Fed policy rethink and why rates won’t likely go up anytime
Scott Ladner, Horizon Investments CIO, joined Bloomberg Daybreak to discuss rates, retail, and the latest Coronavirus data. The recording of the interview can be found
Scott Ladner, Horizon Investments CIO, appeared on Yahoo Finance to tackle the economy, valuations, and what could potentially happen as the current cycle matures. The
Scott Ladner, Horizon’s Chief Investment Officer, appeared on Cheddar to discuss Fed Chairman Jerome Powell’s latest comments on the coronavirus outbreak and it’s potential for
On Monday, January 6, 2020 Scott Ladner, Horizon’s Chief Investment Officer, was quoted by NBC News on the importance of revisiting your financial plan during
On Friday, January 3, 2020 Scott Ladner, Horizon’s Chief Investment Officer, appeared on CNBC to discuss the global impact to the market from the recent
Explore the 3 most likely 2020 election outcomes and their implications for financial markets and investors.
2020 is here and the late-cycle rhetoric of the herd has only grown louder. What’s an investor to do? Should you put blind faith in
Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is technology. Except, that’s not entirely
Explore the 3 most likely 2020 election outcomes and their implications for financial markets and investors.
When you go to the beach, you expect mostly blue skies and sunny weather. You also know that if you spend a full day there,
Our recent Advisor Experience Conference at our headquarters in Charlotte, NC. This two-day conference provided an excellent opportunity to bring in financial advisors and develop
As market volatility persists heading into year-end, the question remains as to whether this new volatility regime is here to stay. While the uptick in
Fall 2018 has brought about many newsworthy events including midterm elections, looming trade discussions with China, and uncertainty surrounding the Federal Reserve’s plan for upcoming
Over the past few weeks, we’ve explored the key issues around the importance of mitigating risk in clients’ investment portfolios, the inherent limitations of some
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© 2020 Horizon Investments, LLC.
All Rights Reserved.
Sitemap | Privacy notice
Terms and conditions
