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Bewitched and Bewildered: Does High-Flying Crypto Fit Into Goals-Based Investment Plans?

What was a rumbling of change in the last few years is now barreling into the mainstream with widespread name...

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...

Americans Taking Early Retirement May Benefit from a Goals-Based Solution

Millions of workers are retiring early. But not necessarily because they want to. The pandemic is pushing them to bow...

Many Investors Tried to Trade the Pandemic Plunge in Stocks

When financial markets went haywire in March 2020, people pursuing a traditional financial plan may have been tempted to do...

Widows Are at Higher Risk of Falling Into Poverty

Of all the financial challenges facing retirees, being a widow can be one of the most difficult to bear. As...

Are Bonds in a Bear Market? That’s the Wrong Question to Ask

Nearly every day the financial news headlines trumpet the selloff in bonds and the rising yields that go along with...

Small-Cap EPS Growth Is Expected to Be 4x Faster than S&P 500

Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year to date, the S&P Small-Cap...

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...

Soaring Innovation Companies Go Cold as Interest Rates Rise

Does 2021 strike you as a replay of 1999? The investment theme now, as it was then, is to buy...

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...

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...

You May Need a Bigger Down Payment for a New Home

Up, up and away for the price of a new single-family home, which reached a record high $408,800 to kick...

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