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Are Investors Underappreciating Risk?

Mike Dickson, Ph.D. May 21, 2025

Some assets may have rallied too far, too fast Investors have breathed multiple sighs of

BNN Bloomberg: Market outlook amid ongoing trade war negotiations

Scott Ladner May 21, 2025

Watch Now

Weekly Market Recap | 05/19/2025

Zachary Hill, CFA® May 19, 2025

What Happened Last Week Risk On: Investors funded a bid for higher beta equities and

Yahoo Finance: This is the ‘number one place to play offense,’ strategist says

Zachary Hill, CFA® May 15, 2025

Watch Now

A Tariff Turnaround

Zachary Hill, CFA® May 14, 2025

Despite lower levies for now, uncertainty remains On Monday, the U.S. and China announced that

Weekly Market Recap | 05/12/2025

Zachary Hill, CFA® May 12, 2025

What Happened Last Week Markets Listless: Equity markets consolidated with notably lower volatility last week

Bloomberg: U.S.-China Tariff Truce Positive But Trump “Negotiates Against Himself”

James Abate May 12, 2025

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It’s Been Two Decades Since Stocks Did This

Zachary Hill, CFA® May 7, 2025

A lengthy run for the S&P 500 These days, the stock market is showing up

Weekly Market Recap | 05/05/2025

Zachary Hill, CFA® May 5, 2025

What Happened Last Week Stocks Rally: The S&P 500 rallied for nine straight days to

A Near-Historic 100 Days For Stocks

Zachary Hill, CFA® May 1, 2025

Equity investors should look beyond the usual suspects these days This week marks the 100th

FOX Business: Trump tariff deals can’t come fast enough, CIO says

Scott Ladner April 28, 2025

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Weekly Market Recap | 04/28/2025

Zachary Hill, CFA® April 28, 2025

What Happened Last Week Easing Fears: Equities rallied, led by the Mag 7, as tariffs,

Wall Street Journal: Dow Headed for Worst April Since 1932 as Investors Send ‘No Confidence’ Signal

Scott Ladner April 22, 2025

A Challenge to the “U.S. Exceptionalism” Trade?

Mike Dickson, Ph.D. April 22, 2025

Market participants have fled dollar-based assets, leading to dollar weakness The U.S. dollar has experienced

Horizon Investments’ Acquisition of Centre Asset Management Has Closed, Further Enhancing Firm’s Investment Solutions Capabilities

Horizon Investments April 22, 2025

CHARLOTTE, NC (April 22, 2025) – Horizon Investments, LLC, a leader in providing the financial

Washington Post: Markets fall as Trump renews attack against Fed chair

Zachary Hill, CFA® April 21, 2025

Weekly Market Recap | 04/21/2025

Zachary Hill, CFA® April 21, 2025

What Happened Last Week Yields Stabilized: Despite Trump’s consideration of firing Powell, 10-year yields declined,

Bloomberg TV: Earnings Estimates Not Important This Cycle: Horizon CIO

Scott Ladner April 21, 2025

Watch Now

CNBC: Dow drops nearly 700 points, Nasdaq tumbles 3% in tech-driven sell-off: Live updates

Zachary Hill, CFA® April 17, 2025

Is The Worst Behind Us?

Mike Dickson, Ph.D. April 17, 2025

Although uncertainty remains, perpetual market swings may be less frequent While still higher than what

Q1 2025 – Strategies in Review

Zachary Hill, CFA® April 16, 2025

Gain Strategies The first quarter was one of volatility and investor whiplash that felt much

Weekly Market Recap | 04/14/2025

Zachary Hill, CFA® April 14, 2025

What Happened Last Week Equities: The S&P 500 surged 5.7%, yet frequent trade policy reversals,

Schwab Network: ‘Not a Disaster Economy’, but Markets Need Clarity

Scott Ladner April 14, 2025

Watch Now

America’s Tariff Hangover: What the Latest Data Tells Us

Scott Ladner April 11, 2025

Short-Term Market Volatility Market volatility over the past week has been nothing short of historic.

BNN Bloomberg: Key takeaways on weakness in U.S. dollar

Scott Ladner April 11, 2025

Watch Now

Reuters: Trump tariffs anxiety: Individual investors flood advisers with calls but stay in the market

Austin Fitch, CFA® April 9, 2025

Q1 2025 Quarterly Review & Market Outlook Webcast Replay

Horizon Investments April 8, 2025

Download Presentation

Weekly Market Recap | 04/07/2025

Zachary Hill, CFA® April 7, 2025

What Happened Last Week Tariff Shock: Trump’s huge tariffs—a 10% baseline already in effect and

BNN Bloomberg: Where else could Trump implement tariffs next?

Scott Ladner April 4, 2025

Watch Now

These Stocks Have Come Alive in ‘25

Mike Dickson, Ph.D. April 4, 2025

The power of diversification has been on display throughout 2025 Headline after headline this week

BBC News: Worst week for US stocks since Covid crash as China hits back on tariffs

Mike Dickson, Ph.D. April 4, 2025

Evaluating the Short- and Long-Term Impacts of Liberation Day

Scott Ladner April 3, 2025

Tariffs are taxes and taxes slow economic growth. The Trump administration’s newly announced tariff policy

Bloomberg: After ‘Liberation Day’ Comes ‘Obliteration Day’

Scott Ladner April 3, 2025

Weekly Market Recap | 03/31/25

Zachary Hill, CFA® March 31, 2025

What Happened Last Week Tariff Impact: Equity markets declined following Trump’s announcement of 25% auto

Schwab Network: Small-Caps Resilient Amid Market Volatility

Mike Dickson, Ph.D. March 27, 2025

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Are There Opportunities in Smaller Stocks?

Mike Dickson, Ph.D. March 27, 2025

History suggests a rebound could be in order The market’s smaller stocks are down—and it

Weekly Market Recap | 03/24/25

Zachary Hill, CFA® March 24, 2025

What Happened Last Week Equity Consolidation: Intra-equity market volatility was calmer last week after a

Barron’s: The Fed is ‘Largely Irrelevant.’ Here’s Why.

Scott Ladner March 20, 2025

The Lag 7

Mike Dickson, Ph.D. March 19, 2025

The shift in market leadership continues The uncertainty weighing on stock prices lately has hit

CNBC: Ladner: Powell’s press conference is the main show today

Scott Ladner March 19, 2025

Watch Now

Schwab Network: Tech ‘Has to Be’ in Your Portfolio

Scott Ladner March 18, 2025

Watch Now

Weekly Market Recap | 03/17/25

Zachary Hill, CFA® March 17, 2025

What Happened Last Week Market Correction Signals: S&P 500 falls for a fourth week—one of

Yahoo Finance: Why Wall Street is struggling to adapt to Trump 2.0

Scott Ladner March 17, 2025

Watch Now

Take A Breath

Mike Dickson, Ph.D. March 11, 2025

Recent stock market losses are not as bad as they may seem Last week saw

Weekly Market Recap | 03/10/2025

Zachary Hill, CFA® March 10, 2025

What Happened Last Week U.S. Sell-Off: Weak investor sentiment drove the S&P 500 to its

Bloomberg Radio: US Stock Selloff Extends to APAC Markets

Scott Ladner March 10, 2025

Listen Now

REPLAY: Market Volatility Webinar

Horizon Investments March 10, 2025

Join Scott Ladner, Chief Investment Officer, and Austin Fitch, CFA®, Head of Consulting Solutions on

Is the U.S. Economy Cooling Down?

Mike Dickson, Ph.D. March 5, 2025

Consumers may be tapping the brakes on their spending The outlook for the U.S. economy

Special Report: The President Trump Seesaw

Zachary Hill, CFA® March 5, 2025

The President Trump Seesaw: A Post-Inauguration Review of the Markets Over the last several weeks,

Risk Management Strategies: Professional Guide to Investment Protection

Horizon Investments March 4, 2025

What Are Risk Management Strategies? Risk management strategies are systematic investment approaches to identifying, assessing,

Wealth Preservation: Safeguarding Your Financial Future

Horizon Investments March 4, 2025

Understanding Wealth Preservation Wealth preservation refers to protecting and maintaining your financial assets to ensure

Weekly Market Recap | 03/03/2025

Zachary Hill, CFA® March 3, 2025

What Happened Last Week Sentiment Souring: Policy uncertainty is likely contributing to the deterioration in

Schwab Network: Emerging Markets Opportunities After U.S./Ukraine Meeting

Scott Ladner March 3, 2025

Watch Now

Déjà Vu As International Stocks Score Big

Mike Dickson, Ph.D. February 26, 2025

The U.S. has been lagging Europe and China in recent months. It seems “America First”

Weekly Market Recap | 02/24/2025

Zachary Hill, CFA® February 24, 2025

What Happened Last Week Equity Sentiment Falls: S&P 500 hits new all-time highs but small-caps

BNN Bloomberg: How the markets are reacting to approaching tariff deadline

Mike Dickson, Ph.D. February 24, 2025

Watch Now

FOX Business: Trump: Could end war in Ukraine within weeks

Scott Ladner February 24, 2025

Watch Now

What Has Small Business Owners Worried?

Zachary Hill, CFA® February 19, 2025

Uncertainty is spiking, but optimism remains strong. The White House’s sweeping, and sometimes see-sawing, economic

Weekly Market Recap | 02/18/2025

Zachary Hill, CFA® February 18, 2025

What Happened Last Week Tariffs: Markets welcomed Trump’s tariff delay, but skepticism raises the risk

A Small-Cap Surprise Party

Mike Dickson, Ph.D. February 13, 2025

Earnings have been much better than expected thus far among the market’s small companies. Large-company

Schwab Network: January Inflation Reports: Consumer Strong but Fed Done Cutting

Scott Ladner February 13, 2025

Watch Now

Weekly Market Recap | 02/10/2025

Zachary Hill, CFA® February 10, 2025

What Happened Last Week Policy Uncertainty: Investors welcomed a delay in tariffs on Canada and

Goals-Based Retirement Portfolios: Personalized Asset Management for Financial Success

Horizon Investments February 10, 2025

What Are Goals-Based Retirement Portfolios? Goals-based retirement portfolios represent a differentiated approach to asset management

Goals-Based Investment Manager: Personalized Financial Guidance for Life Objectives

Horizon Investments February 10, 2025

What is a Goals-Based Investment Manager? A goals-based investment manager typically creates and implements personalized

Yahoo Finance: Treasury’s refinancing may lead to bond market anxieties

Mike Dickson, Ph.D. February 7, 2025

Watch Now

Goals-Driven Investing: Transforming Asset Management for Personal Financial Empowerment

Horizon Investments February 6, 2025

Understanding Goals-Driven Investing Goals-driven investing is a unique approach to asset management that places your

Goal-Based Investment Planning: Crafting Your Financial Future with Purpose

Horizon Investments February 6, 2025

What is Goal-Based Investment Planning? Goal-based investment planning is a comprehensive approach to investment management

Goals-Based Asset Management: Personalized Wealth Strategy for Life Objectives

Horizon Investments February 6, 2025

What is Goals-Based Asset Management? Goals-based asset management is a unique financial approach that aligns

What Could Tariffs Mean For Investors & Consumers?

Mike Dickson, Ph.D. February 5, 2025

New import taxes on China, while Mexico and Canada get a reprieve for now. The

Bloomberg: US-China Trade War Casts Shadow on Global Markets

Zachary Hill, CFA® February 5, 2025

Listen Now

Weekly Market Recap | 02/03/2025

Zachary Hill, CFA® February 3, 2025

What Happened Last Week DeepSeek Dip: Tech stocks plunged due to fears of overinvestment in

Goals-Based Investment Manager: Personalized Financial Guidance for Life Objectives

Horizon Investments January 30, 2025

What is a Goals-Based Investment Manager? A goals-based investment manager typically creates and implements personalized

BNN Bloomberg: Why the U.S. fed is on hold for the next several months

Scott Ladner January 29, 2025

Watch Now

BNN Bloomberg: Market reaction to BoC, U.S. fed rate decisions

Zachary Hill, CFA® January 29, 2025

Watch Now

AI in Flux

Mike Dickson, Ph.D. January 29, 2025

What does Nvidia’s historic rout mean for investors? The bad news: AI darling Nvidia lost

Weekly Market Recap | 1/27/2025

Zachary Hill, CFA® January 27, 2025

What Happened Last Week Dollar Decline: The dollar had its worst week in a year

Dance of the Dollar

Mike Dickson, Ph.D. January 23, 2025

Will Trump’s tariffs push the greenback even higher? The U.S. dollar has risen sharply in

CNBC: Technology and AI are going to diffuse into the rest of the economy

Scott Ladner January 23, 2025

Watch Now

Horizon Investments Sponsors Its First Exchange Traded Funds, Names Clark Allen as Head of ETFs

Horizon Investments January 23, 2025

CHARLOTTE, NC (January 23, 2025) – Horizon Investments, LLC, a provider to the financial

Money Life: ‘Earnings-driven market’ should post double-digit gains

Scott Ladner January 21, 2025

Watch Now

Weekly Market Recap | 1/21/2025

Zachary Hill, CFA® January 21, 2025

What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and

Schwab Network: What Real Yields Indicate About Economic Growth

Mike Dickson, Ph.D. January 17, 2025

Watch Now Mike Dickson sees early-year volatility as ‘normal’, with positive signs from CPI, retail

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner January 16, 2025

OVERVIEW Stocks posted mixed results during the fourth quarter of 2024. Investors were initially encouraged

Interest Rates: Rising for the Right Reasons?

Mike Dickson, Ph.D. January 16, 2025

Will the U.S. economy’s growth machine keep on humming? Surging bond yields are rattling investors,

Yahoo Finance: It’s growth, not inflation keeping rates higher

Scott Ladner January 14, 2025

Watch Now

Fox: Rising Yields & Fed Confusion: What’s Next for Markets?

Scott Ladner January 14, 2025

Watch Video As stocks dip and Treasury yields climb, CIO Scott Ladner remains cautiously optimistic.

Q4 2024 – Strategies in Review

Zachary Hill, CFA® January 14, 2025

Gain Strategies The choppy, volatile market environment continued in the final quarter of 2024.

Weekly Market Recap | 1/13/2025

Zachary Hill, CFA® January 13, 2025

What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured

BNN Bloomberg: Is the Fed losing its nonpartisan footing?

Scott Ladner January 11, 2025

Watch Video Despite no significant changes in the economy, a shift in perspective has created

Don’t Disdain Diversification

Mike Dickson, Ph.D. January 10, 2025

Do top-heavy markets eventually spread out? Many investors have experienced extraordinary stock market gains over

Q4 2024 Quarterly Review & Market Outlook Webcast Replay

Horizon Investments January 8, 2025

Download Presentation

Weekly Market Recap | 1/6/2025

Zachary Hill, CFA® January 6, 2025

What Happened Last Week Santa Rally Fizzles: The S&P 500 closed the week ~2% below

Yahoo Finance: “We don’t believe that rates don’t matter.”

Zachary Hill, CFA® January 6, 2025

Watch Now

Yahoo Finance: Divergence creates a ‘good setup’ for small-caps in 2025

Mike Dickson, Ph.D. December 26, 2024

Watch Now

Weekly Market Recap | 12/23/2024

Zachary Hill, CFA® December 23, 2024

What Happened Last Week Hawkish Cut: The Fed cut 25 bp and pointed to a

BNN Bloomberg: U.S. market trends to watch in 2025

Zachary Hill, CFA® December 23, 2024

Watch Now During a recent interview with BNN Bloomberg, Zach Hill highlighted key themes for

Time to Think Small?

Mike Dickson, Ph.D. December 19, 2024

Small-cap stocks may offer tactical opportunities. Investors who expect a late-year, post-election rally in small-company

Weekly Market Recap | 12/16/2024

Zachary Hill, CFA® December 16, 2024

What Happened Last Week Equity Reprieve: U.S. large-cap gains paused last week despite a rally

BNN Bloomberg: 2025 AI Theme: A “Prove Me Wrong” Scenario?

Mike Dickson, Ph.D. December 13, 2024

Watch Now Broadcom hits a record high after proving nay-sayers wrong. How will the custom

Bitcoin Ascendant

Mike Dickson, Ph.D. December 12, 2024

The digital currency seems to have the wind at its back these days. An ongoing

Weekly Market Recap | 12/09/2024

Zachary Hill, CFA® December 9, 2024

What Happened Last Week Fresh All-Time High: S&P notches another ATH, supported by mega-caps. Price

Yahoo Finance: Sectors to watch vs. sectors to avoid in 2025

Scott Ladner December 9, 2024

Watch Now

FOX Business: How can Americans invest ‘through the new normal’?

Scott Ladner December 9, 2024

Watch Now

Schwab Network: Santa Claus Rally Coming; 3 Rate Cuts Next Year

Mike Dickson, Ph.D. December 9, 2024

Watch Now

Look Beyond Today’s Stock Market Outperformers

Mike Dickson, Ph.D. December 5, 2024

Opportunities outside of the top performers. It’s no secret that a small number of stocks

Weekly Market Recap | 12/02/2024

Zachary Hill, CFA® December 2, 2024

What Happened Last Week All-Time Highs: Both domestic large- and small-caps hit fresh all-time highs

Bloomberg Technology | China’s Tech, Tesla’s Surge, Bitcoin’ Stall

Scott Ladner November 25, 2024

Watch Now

Weekly Market Recap | 11/25/2024

Zachary Hill, CFA® November 25, 2024

What Happened Last Week Stocks Rose: S&P 500 closed within a hair of all-time highs

BNN Bloomberg: The Latest Homebuilder Data

Scott Ladner November 21, 2024

The latest homebuilder data could provide some promising signals for the housing market. Chief Investment

Investors Cheer Strong Corporate Profits

Mike Dickson, Ph.D. November 21, 2024

Positive earnings surprises are back on track. With more than 90% of the companies in

Horizon Investments Announces New Acquisition, Bringing Centre Asset Management into Fold to Augment Range of Investment Solutions

Horizon Investments November 19, 2024

CHARLOTTE, NC (November 19, 2024) – Horizon Investments, LLC, a leader in providing the financial

Schwab Network: What’s next for small caps and the Fed?

Scott Ladner November 19, 2024

Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a

Bloomberg: The U.S. economy remains resilient

Zachary Hill, CFA® November 18, 2024

Listen Now

Weekly Market Recap | 11/18/2024

Zachary Hill, CFA® November 18, 2024

What Happened Last Week Price Action: Headline equities sold off as investors digested marginally hawkish

Yahoo Finance: Embrace Volatility

Mike Dickson, Ph.D. November 14, 2024

While inflation remains sticky in areas like services and housing, Mike sees an opportunity to

Aahhhh…

Mike Dickson, Ph.D. November 13, 2024

With election results finalized, investors take a breath. The election is over—and financial markets are

Schwab Network: The U.S. over the rest of the world?

Mike Dickson, Ph.D. November 12, 2024

Recent election results bring a 2016 vibe back to the market, with U.S. stocks currently

Weekly Market Recap | 11/11/2024

Zachary Hill, CFA® November 11, 2024

What Happened Last Week Republican Election Sweep: Republicans granted a strong mandate to pursue an

Republicans Sweep (Again) for Trump’s Second Act

Zachary Hill, CFA® November 6, 2024

Investors saw sharp market movement the day following the election Donald Trump and the Republicans

Who are the Real Election Winners?

Mike Dickson, Ph.D. November 5, 2024

Stocks have had a habit of gaining ground no matter who becomes President. Regardless of

Weekly Market Recap | 11/04/2024

Zachary Hill, CFA® November 4, 2024

What Happened Last Week Yields Rose: Concerns over higher spending in the U.S. post-election caused

CNBC: A “Red Sweep” not happening makes sense for bond yields pulling back.

Scott Ladner November 4, 2024

Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially

The Housing Market Is Still Stuck

Mike Dickson, Ph.D. October 31, 2024

Buyers need lower rates to get back in the game. In anticipation of the Fed’s

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner October 29, 2024

“We’re gaining on it.” The mega-cap growth to small-cap stock transition that is. A solid

BNN Bloomberg: Market playbook for a Trump or Harris victory

Scott Ladner October 29, 2024

Chief Investment Scott Ladner joined BNN Bloomberg to discuss potential impacts of the U.S. election

Weekly Market Recap | 10/28/2024

Zachary Hill, CFA® October 28, 2024

What Happened Last Week Yields Pushed Higher: Talk of fiscal worries added to the existing

Schwab Network: Mega Caps vs the Market

Mike Dickson, Ph.D. October 25, 2024

Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s

A Strong Foundation

Mike Dickson, Ph.D. October 23, 2024

Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of

Weekly Market Recap | 10/21/2024

Zachary Hill, CFA® October 21, 2024

What Happened Last Week New All-Time High: S&P 500 notches new all-time highs and posted

Fox: AI technology can speed up drug development

Scott Ladner October 21, 2024

We think a “barbell approach” combining both sectors and ETFs may be beneficial to balance

Quarterly Report | The Road Back to Normal

Scott Ladner October 18, 2024

OVERVIEW Stocks posted another quarter of positive returns — despite some significant volatility along the

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA® October 18, 2024

“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks

Happy Birthday, Bull!

Mike Dickson, Ph.D. October 17, 2024

The stock market is two years (and counting) into a bull market. Last Saturday marked

Weekly Market Recap | 10/14/2024

Zachary Hill, CFA® October 14, 2024

What Happened Last Week Price Action: Fresh all-time highs in U.S. large caps on bank

Q3 2024 – Strategies in Review

Zachary Hill, CFA® October 11, 2024

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country

What Are Junk Bonds Saying About the Economy?

Mike Dickson, Ph.D. October 9, 2024

Lowest spreads in nearly three years Want more evidence that the U.S. economy is in

Q3 2024 Quarterly Webcast Replay

Horizon Investments October 8, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the

BNN Bloomberg: Current macro landscape in the U.S.

Scott Ladner October 8, 2024

Chief Investment Officer Scott Ladner joined BNN Bloomberg for a wide-ranging conversation on the post-COVID

Weekly Market Recap | 10/07/2024

Zachary Hill, CFA® October 7, 2024

What Happened Last Week Geopolitical Volatility: Oil soared over 9% as investors weighed Israeli retaliation

China Takes Off

Mike Dickson, Ph.D. October 3, 2024

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks

Bloomberg Radio: Middle East Worries

Scott Ladner October 2, 2024

How do you harness the resilience of the U.S. consumer? With steady wage gains and

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner October 2, 2024

During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key

Yahoo Finance: Why investors can’t adjust portfolios in ‘a meaningful way’

Scott Ladner October 2, 2024

With recent Chinese stimulus measures stirring excitement in the markets, it’s easy to get caught

CNBC: Defense stocks are probably not a bad place to be right now

Scott Ladner October 2, 2024

Defensive stocks have come into focus as global tensions have risen in recent weeks –

Weekly Market Recap | 09/30/2024

Zachary Hill, CFA® September 30, 2024

What Happened Last Week China: Property market support was announced over the weekend in major

Which Stocks Have The Power?

Mike Dickson, Ph.D. September 25, 2024

Which sector has been leading the rally so far in 2024? One market sector has

Weekly Market Recap | 09/23/2024

Zachary Hill, CFA® September 23, 2024

What Happened Last Week Fed: Equities rallied as the Fed cut 50 bps to kick

Bloomberg: A Divided Fed Raises Questions About Future Cuts

Zachary Hill, CFA® September 23, 2024

https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive

Special Report: The Easing Cycle Finally Begins

Zachary Hill, CFA® September 20, 2024

What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding

Let’s Get It Started

Mike Dickson, Ph.D. September 18, 2024

Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the

Weekly Market Recap | 09/16/2024

Zachary Hill, CFA® September 16, 2024

What happened last week Stocks Rebound: U.S. large caps posted their best week of the

A Smoother Road?

Mike Dickson, Ph.D. September 11, 2024

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific

Special Report: Election 2024

Zachary Hill, CFA® September 10, 2024

Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near,

BNN Bloomberg: The underleveraged U.S. consumer

Scott Ladner September 10, 2024

September holds its notorious history of challenging stocks. How could interest rate cuts affect the

Fox: Why does the U.S. consumer feel like garbage?

Scott Ladner September 9, 2024

Regardless of stabilized delinquency rates and healthy debt-to-income ratios, consumers do not believe this is

Weekly Market Recap | 09/09/2024

Zachary Hill, CFA® September 9, 2024

What happened last week Price Action: Poor September seasonality may be to blame for a

Quarterly Webcast Registration

Horizon Investments September 5, 2024

Join us at 4:00 PM ET on Tuesday, October 8, 2024, for Horizon’s Quarterly Webcast,

A Fall Harvest?

Mike Dickson, Ph.D. September 5, 2024

Here’s how stocks may perform for the rest of 2024 As the fall harvest season

Schwab: The “War and War Recovery” Cycle of the Markets

Scott Ladner September 4, 2024

Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab

Weekly Market Recap | 09/03/2024

Zachary Hill, CFA® September 3, 2024

What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress

CNBC: The story with NVIDIA is about the economy adopting AI

Scott Ladner August 29, 2024

Watch out above. Here comes revenue per employee. Chief Investment Officer Scott Ladner joins CNBC

Ready To Cut

Mike Dickson, Ph.D. August 29, 2024

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about

Weekly Market Recap | 08/26/24

Zachary Hill, CFA® August 26, 2024

What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate

Schwab Network: The Fed Has Quite a Lot of Room to Cut

Zachary Hill, CFA® August 23, 2024

Conventional economic thinking may not have a place in today’s market cycle. Head of Portfolio

Stocks Come Roaring Back

Mike Dickson, Ph.D. August 22, 2024

Best week of 2024 for the S&P 500 After a brief summer slump and a

Weekly Market Recap | 08/19/24

Zachary Hill, CFA® August 19, 2024

What happened last week Market Recovery: S&P rallies to within 2% of its all-time high.

Schwab Network: “Fed put” is alive and well.

Scott Ladner August 15, 2024

Homebuilders and housing stocks may be a smart first play for the anticipated September cut

Corporate Earnings Update: A (Mostly) Rosy Picture

Mike Dickson, Ph.D. August 15, 2024

U.S. company profits continue to impress. Earnings season is in the home stretch, with more

Weekly Market Recap | 08/12/24

Zachary Hill, CFA® August 12, 2024

What happened last week Price Action: U.S. and global stocks ended the week practically unchanged

BNN Bloomberg: AI to boost productivity by 20-30%

Scott Ladner August 12, 2024

Slower numbers do not necessarily mean weak numbers. Chief Investment Officer Scott Ladner joins BNN

CNBC: Inflation has taken a back seat to employment and growth data

Scott Ladner August 12, 2024

The markets have shown remarkable resilience, rebounding from last Monday’s sell-off. But is it time

Don’t Panic!

Mike Dickson, Ph.D. August 6, 2024

The S&P 500 fell 3% on Monday—its biggest one-day decline in nearly two years—amid growing

Investors Get Spooked

Mike Dickson, Ph.D. August 6, 2024

Market volatility spikes—but how much should you worry about it? The first full week of

Weekly Market Recap | 08/05/24

Zachary Hill, CFA® August 5, 2024

What happened last week Price action: Summer liquidity, poor economic data, a less dovish than

Yahoo Finance: Friday’s Market Sell-Off a ‘Technical-Driven Unwind’

Scott Ladner August 2, 2024

The recent market volatility should prompt investors to take a deep breath and evaluate their

The Comeback Kids

Mike Dickson, Ph.D. July 31, 2024

A growing number of stocks are having their moment in the sun Everybody loves a

Weekly Market Recap | 07/29/24

Zachary Hill, CFA® July 29, 2024

What happened last week Price Action: Small-caps continued to outperform year-to-date leaders, like the tech-heavy

The Case Against Pessimism

Zachary Hill, CFA® July 24, 2024

Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to

Weekly Market Recap | 07/22/24

Zachary Hill, CFA® July 22, 2024

What happened last week Equity Market Reversion: Small-caps outperformed mega-cap technology by a little less

Quarterly Report | The Road Ahead: Three Trends We’re Watching

Scott Ladner July 18, 2024

Overview Overall, stocks delivered another quarter of strong gains during the three-month period ending June

Are Rate Cuts Finally About to Happen?

Mike Dickson, Ph.D. July 16, 2024

Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon?

Weekly Market Recap | 07/15/24

Zachary Hill, CFA® July 15, 2024

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest

Q2 2024 – Strategies in Review

Zachary Hill, CFA® July 9, 2024

Gain Strategies Global stocks continued their upward march in the second quarter, powered higher

Q2 2024 Quarterly Webcast Replay

Horizon Investments July 9, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the

Weekly Market Recap | 07/08/24

Zachary Hill, CFA® July 8, 2024

What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA® July 3, 2024

Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach

CNBC: Need rate cuts to broaden the rally, not to keep it going

Scott Ladner July 3, 2024

Will the next round of AI earnings be impressive – or lackluster? Chief Investment Officer

Could Stocks Soar in the Second Half of ‘24?

Mike Dickson, Ph.D. July 2, 2024

Six more months! Six more months! Investors cheered as stocks ended the second quarter last

Weekly Market Recap | 07/01/24

Zachary Hill, CFA® July 1, 2024

What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week;

July is Hot!

Mike Dickson, Ph.D. June 26, 2024

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures

Weekly Market Recap | 6/24/24

Zachary Hill, CFA® June 24, 2024

What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as

BNN Bloomberg: Is the Nvidia party over?

Zachary Hill, CFA® June 21, 2024

Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on

Schwab Network: Once The Fed Cuts, Will It Continue To Cut?

Scott Ladner June 21, 2024

Would a September rate cut be a political move? Chief Investment Officer Scott Ladner joined

The Best – Or the Rest?

Mike Dickson, Ph.D. June 18, 2024

Are there potential opportunities beyond the handful of big stock market winners? The equity market

Weekly Market Recap | 6/17/24

Zachary Hill, CFA® June 17, 2024

What happened last week All-Time Equity Highs: Another week of new highs for U.S. large-caps

Schwab Network: When Will the Fed’s Easing Cycle Begin?

Zachary Hill, CFA® June 14, 2024

Are we in for a slow summer with the Fed? Head of Portfolio Management Zach

A Sunny Summer for Stocks?

Zachary Hill, CFA® June 13, 2024

Falling bond market volatility could support equity prices. Investors looking for signs of what stocks

Weekly Market Recap | 6/10/24

Zachary Hill, CFA® June 10, 2024

What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults

Is the Housing Market Cooling Off Fast?

Mike Dickson, Ph.D. June 4, 2024

Potential homebuyers are hitting the brakes. What could that mean for the future? Would-be homebuyers

Weekly Market Recap | 6/03/24

Zachary Hill, CFA® June 3, 2024

What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading

Simply Ncredible

Mike Dickson, Ph.D. May 30, 2024

Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s

Fox Business: Tech is where earnings growth is in second half of year

Scott Ladner May 29, 2024

With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer

Weekly Market Recap | 5/28/24

Zachary Hill, CFA® May 28, 2024

What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade

CNBC: What is the next-gen AI trade?

Scott Ladner May 24, 2024

Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange

Surprise! Foreign Markets Show Resilience

Mike Dickson, Ph.D. May 22, 2024

Should investors consider opportunities in global stocks? We believe international stocks could deserve a place

Fox Business: Generative AI is driving an ‘electrification boom’

Scott Ladner May 21, 2024

Utilities are the top performing sector this quarter. Is this the next AI play? Chief

Weekly Market Recap | 5/20/24

Zachary Hill, CFA® May 20, 2024

What happened last week Price action: China led on a green week for global stocks,

In Fighting Shape

Mike Dickson, Ph.D. May 16, 2024

Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is

Schwab: Setting yourself up for long-term retirement income

Mike Dickson, Ph.D. May 14, 2024

Finding a balance between growth potential and low-risk investments can be essential for long-term retirement

Weekly Market Recap | 5/13/24

Zachary Hill, CFA® May 13, 2024

What happened last week Price action: The S&P 500 rose higher and through key technical

More Reasons to Stick With Stocks in Retirement

Mike Dickson, Ph.D. May 9, 2024

Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner May 7, 2024

https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence.

Yahoo! Finance: The new market needs a new catalyst

Scott Ladner May 7, 2024

Is the Fed out of play as a market catalyst at this point? Chief Investment

Weekly Market Recap | 5/06/24

Zachary Hill, CFA® May 6, 2024

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally

Will Strong Earnings Boost Investor Confidence?

Mike Dickson, Ph.D. May 1, 2024

It’s a big week for news from corporate America. Earnings season is in full bloom,

Q1 2024 Report | Party Like It’s 1995?

Scott Ladner April 29, 2024

OVERVIEW Stocks during the first quarter of 2024 extended the rally that began late last

Weekly Market Recap | 4/29/24

Zachary Hill, CFA® April 29, 2024

What happened last week Stocks rose for the first time in four weeks on the

U.S. Energy Independence: A Ballast to Economic Growth

Mike Dickson, Ph.D. April 24, 2024

Middle East conflicts shouldn’t derail the strong domestic growth story. Rising Middle East tensions caused

Weekly Market Recap | 4/22/24

Zachary Hill, CFA® April 22, 2024

What happened last week Equities fell for the third consecutive week as rates continued to

The Fed’s bar to hike is almost impossibly high at this point.

Scott Ladner April 22, 2024

Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this

Fox Business: Stop worrying about interest rates. (Unless you’re a small cap.)

Scott Ladner April 19, 2024

Chief Investment Officer Scott Ladner breaks down the chips and the materials and energy sectors

A Big Retail Sales Beat Points to a Robust U.S. Consumer

Mike Dickson, Ph.D. April 18, 2024

Can economic growth tailwinds outweigh higher interest rates? Month-over-month retail sales for March topped economist

Weekly Market Recap | 4/15/24

Zachary Hill, CFA® April 15, 2024

What happened last week Equities sank as the 10-year Treasury yield surged above 4.5%. Third

Q1 2024 Review + Market Outlook Webcast

Scott Ladner April 12, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the

BNN Bloomberg: How Exposed are You?

Mike Dickson, Ph.D. April 11, 2024

Head of Research & Quantitative Strategies Mike Dickson, Ph.D, joins BNN Bloomberg to discuss pivoting

Q1 2024 – Strategies in Review

Zachary Hill, CFA® April 11, 2024

Gain Strategies Global stocks put in another strong quarter to start 2024 as continued

Investors Raise the Bar for First Quarter Earnings

Mike Dickson, Ph.D. April 11, 2024

Can company profits exceed rising expectations? First quarter 2024 earnings season kicks off this week,

Weekly Market Recap | 4/08/24

Zachary Hill, CFA® April 8, 2024

What happened last week The second quarter opened with a whimper as stocks declined and

Can Stocks Keep Running?

Mike Dickson, Ph.D. April 3, 2024

First-quarter returns suggest the market may have more to give. Stocks went out like a

Weekly Market Recap | 4/01/24

Zachary Hill, CFA® April 1, 2024

What happened last week Holiday-shortened week ends 1Q 2024 – U.S. equities (S&P 500) rose

Schwab: We don’t think any rate move is happening in the next two months.

Zachary Hill, CFA® April 1, 2024

Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head

The Details Matter

Mike Dickson, Ph.D. March 27, 2024

Derivatives can be effective when you know what you’re buying or selling. Covered call option

Weekly Market Recap | 3/25/24

Zachary Hill, CFA® March 25, 2024

What happened last week Dovish central bank policy meetings resulted in fresh S&P 500 all-time

Are Fixed-Income’s Calm Waters About to Get Choppy?

Mike Dickson, Ph.D. March 20, 2024

Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is

Weekly Market Recap | 3/18/24

Zachary Hill, CFA® March 18, 2024

What happened last week Last week’s price action was choppy and lacked a cogent narrative.

High Yield Action

Mike Dickson, Ph.D. March 13, 2024

Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut

Weekly Market Recap | 3/11/24

Zachary Hill, CFA® March 11, 2024

What happened last week Mega-cap tech underperformed the broad market and equal-weight indices as market

Schwab: Will inflation push rate cuts to September?

Mike Dickson, Ph.D. March 11, 2024

Head of Research & Product Development Mike Dickson, Ph.D., joins Schwab Network to discuss his

An Inflation Head-Fake?

Mike Dickson, Ph.D. March 7, 2024

Prices of many services are heating up again. Last week, we learned that the Fed’s

Fox: There’s some politicization about the Fed in reality

Scott Ladner March 7, 2024

The market has done well in the face of repricing to half of their initial

CNBC: What’s ahead for the markets in March?

Scott Ladner March 4, 2024

We expect market broadening within the S&P rather than small or mid-caps. Chief Investment Officer

Weekly Market Recap | 3/04/24

Zachary Hill, CFA® March 4, 2024

What happened last week Stocks rose as mega-cap tech and theAI theme continued to propel

Addressing Retirees’ Concerns with Rebalancing

John Bryant, CFA® February 28, 2024

Eventually, many clients will rely on the nest egg they have accumulated and preserved to

A World of Opportunity

Mike Dickson, Ph.D. February 28, 2024

Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and

Weekly Market Recap | 2/26/24

Zachary Hill, CFA® February 26, 2024

What happened last week Nvidia, now a $2 trillion market-cap company, crushed lofty earnings expectations

Weekly Market Recap | 2/20/24

Zachary Hill, CFA® February 20, 2024

What happened last week Hot inflation print pushed back the start of rate cuts; more

A Stock Market Moment 52 Years in the Making

Zachary Hill, CFA® February 15, 2024

Is stocks’ extended winning streak “an offer you can’t refuse”? The S&P 500 has now

Market Update with Zach Hill, CFA® | February 2024

Zachary Hill, CFA® February 13, 2024

Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates

Weekly Market Recap | 2/12/24

Zachary Hill, CFA® February 12, 2024

What happened last week A mega-cap-led rally lifted the S&P 500 above 5,000, a new

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner February 12, 2024

Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to

People Have Power!

Zachary Hill, CFA® February 7, 2024

Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner February 7, 2024

Chief Investment Officer Scott Ladner joins Gregg Greenberg with InvestmentNews to share how Horizon’s goals-based

Weekly Market Recap | 2/05/24

Horizon Investments February 5, 2024

What happened last week Stocks ended the week higher on a mix of very strong

Good Vibes

Mike Dickson, Ph.D. February 1, 2024

The economy and inflation are lining up as investors hoped they would. All eyes were

Weekly Market Recap | 1/29/24

Zachary Hill, CFA® January 29, 2024

What happened last week Economic growth remains hot with inflation cooling – the probability of

Stocks Hit New Highs. Now What?

Mike Dickson, Ph.D. January 25, 2024

It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday

Bloomberg Radio: Is it Japan’s time to shine?

Scott Ladner January 25, 2024

Until bazooka-style fiscal government spending is announced, we don’t see China as an attractive investment.

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA® January 24, 2024

Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for

CNBC: Markets will see more gains this year, led by under-hyped tech stocks

Scott Ladner January 23, 2024

A broader tech. trade could be the largest driver in 2024 as the market moves

Fox Business: You can’t invest in China, ‘the economy’s doomed’

Scott Ladner January 22, 2024

China would need massive fiscal spending to get out of its balance sheet recession

BNN Bloomberg: Will AI raise revenue per employee?

Scott Ladner January 22, 2024

We appear to be in a war-recovery-like period, going through an abrupt normalization process, which

Weekly Market Recap | 1/22/24

Zachary Hill, CFA® January 22, 2024

What happened last week Action-packed and holiday-shortened trading week underscored by new all-time highs across

Will Housing Spoil the Inflation Party?

Mike Dickson, Ph.D. January 18, 2024

“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of

Bloomberg: How does credit card debt relate to a growing economy?

Mike Dickson, Ph.D. January 17, 2024

While some headlines focus on credit card debt alone, Head of Research & Product Development

Weekly Market Recap | 1/16/24

Zachary Hill, CFA® January 16, 2024

What happened last week Magnificent-7 (“MAG-7”) mega-caps led the “broadening-out” trades’ outperformers (e.g. small caps).

Q4 2023 Quarterly Focus Article

Scott Ladner January 12, 2024

OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months

Q4 2023 – Strategies in Review

Zachary Hill, CFA® January 12, 2024

Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a

When Diversification Doesn’t Diversify

Mike Dickson, Ph.D. January 11, 2024

Value and growth index fund investors may be surprised by their returns last year. Investors

Q4 2023 Review + Market Outlook Webcast

Scott Ladner January 11, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch review the fourth

Weekly Market Recap | 1/08/24

Zachary Hill, CFA® January 9, 2024

What happened last week The S&P 500 snaps its 9-week winning streak to end Friday

Fox Business: It was not a normal business cycle.

Scott Ladner January 4, 2024

“This Covid cycle that we’ve just been through was not a traditional business cycle. It

Weekly Market Recap | 1/02/24

Zachary Hill, CFA® January 2, 2024

What happened last week 2023 set a high bar for 2024 market-wise, although new all-time

Q4 2023 Review & Market Outlook Registration

Horizon Investments January 2, 2024

Tech Investors Still Trying to Catch Up

Mike Dickson, Ph.D. December 20, 2023

How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems

Weekly Market Recap | 12/18/23

Zachary Hill, CFA® December 18, 2023

What happened last week Last week was a full macro week with a string of

Credit Card Debt? Surfing, Not Drowning

Mike Dickson, Ph.D. December 14, 2023

Some crucial context on Americans’ “out of control” debt levels. “Credit Card Debt Crisis” “Credit

Weekly Market Recap | 12/11/23

Zachary Hill, CFA® December 11, 2023

What happened last week The S&P 500 has rallied for its sixth straight week, retracing

Perking Up!

Mike Dickson, Ph.D. December 7, 2023

Most stocks have been laggards this year, but that could be starting to change. It’s

Weekly Market Recap | 12/04/23

Zachary Hill, CFA® December 4, 2023

What happened last week A strong seasonal rally is in full swing as the S&P

Bloomberg: Scott Ladner on Markets and Strategy

Scott Ladner December 4, 2023

Chief Investment Officer Scott Ladner discusses his outlook for markets and investment strategy. Watch Video

Small Packages

Zachary Hill, CFA® November 30, 2023

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog

Get Your Time Back with an Efficient RMD Strategy

Mike Dickson, Ph.D. November 29, 2023

Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of

Weekly Market Recap | 11/27/23

Zachary Hill, CFA® November 27, 2023

What happened last week A short trading week saw the S&P 500 inch toward an

CNBC: Divergence in stock performance

Scott Ladner November 17, 2023

Chief Investment Officer Scott Ladner joins CNBC to discuss the divergence in stock performance between

A Good Option

Mike Dickson, Ph.D. November 17, 2023

One active approach to risk management is currently beating the market. Risk management can be

The Claman Countdown: Big Tech and Investing Advice

Scott Ladner November 17, 2023

Chief Investment Officer Scott Ladner joins Fox Business ‘The Claman Countdown’ to provide investing advice.

CIO Scott Ladner on BNN Powell’s Comments on Rising Rates

Scott Ladner November 14, 2023

Scott Ladner joins BNN Bloomberg to discuss the U.S. markets, and Powell’s recent comments on

Weekly Market Recap | 11/13/23

Zachary Hill, CFA® November 13, 2023

What happened last week Risk sentiment increased last week, lifting the S&P 500 through key

Memo to Stocks: On Your Mark, Get Set…

Mike Dickson, Ph.D. November 9, 2023

The end of Fed rate hikes suggests good things for equities. The stock market’s surge

Weekly Market Recap | 11/06/23

Zachary Hill, CFA® November 6, 2023

What happened last week Risk sentiment increased last week, lifting the S&P 500 through key

A Hard Road

Mike Dickson, Ph.D. November 1, 2023

Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over

Masterclass: Portfolio Construction with Austin Fitch, CFA®

Austin Fitch, CFA® October 31, 2023

MASTERCLASS: Portfolio Construction The portfolio construction process can be broken down into a series of

Weekly Market Recap | 10/30/23

Zachary Hill, CFA® October 30, 2023

What happened last week Investors reduced market exposure due to geopolitical tensions weighing on equities

A Roaring U.S. Economy?

Mike Dickson, Ph.D. October 29, 2023

GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could

The Homebuyer Blues

Mike Dickson, Ph.D. October 26, 2023

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking

Q3 2023 Quarterly Focus Article

Scott Ladner October 25, 2023

OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had

Weekly Market Recap | 10/23/23

Zachary Hill, CFA® October 23, 2023

What happened last week Stocks and bonds sold off as geopolitical tensions outweighed strong economic

CIO Scott Ladner joins BNN Bloomberg to discuss investing amid high rates.

Scott Ladner October 23, 2023

Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner

Q3 2023 – Strategies in Review

Zachary Hill, CFA® October 19, 2023

Gain Strategies After a surprising and surprisingly positive first half of the year for financial

Weekly Market Recap | 10/16/23

Zachary Hill, CFA® October 16, 2023

What happened last week Stocks close the week higher despite mounting geopolitical concerns and rising

Q3 2023 Review + Market Outlook Webcast

Scott Ladner October 10, 2023

https://www.horizoninvestments.com/wp-content/uploads/2023/10/Q3-Webcast-Super-TB-Small_1.mp4 Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review

Weekly Market Recap | 10/09/23

Zachary Hill, CFA® October 9, 2023

What happened last week Stronger economic data and domestic political turmoil contributed to a resumption

Is Fixed Income Broken?

Mike Dickson, Ph.D. October 5, 2023

It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds

CNBC: The Bear Case for Consumer Staples

Scott Ladner October 3, 2023

Look Outside of the Stocks that Gained from the Inflation Trade The staples companies were

Advisor Sentiment Survey Results

Austin Fitch, CFA® October 3, 2023

Over the summer months, Horizon conducted the firm’s first annual Advisor Sentiment Survey to gauge

Weekly Market Recap | 10/02/23

Zachary Hill, CFA® October 2, 2023

What happened last week Last week, the quarter ended with both stocks and bonds mainly

Dollar Dollar Bill, Y’all!

Zachary Hill, CFA® September 28, 2023

The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts,

Weekly Market Recap | 9/25/23

Zachary Hill, CFA® September 25, 2023

What happened last week A more hawkish than expected Fed meeting saw higher interest rate

BNN Bloomberg: Upside in markets, cyclical commodities, and more

Scott Ladner September 21, 2023

Next-generation investing in AI will take hold in 2024 CIO Scott Ladner joined BNN Bloomberg

Two Signs of Stock Market Strength, Courtesy of the Bond Market

Mike Dickson, Ph.D. September 20, 2023

Falling interest rate volatility in Treasuries could herald a stock market rally. There are few

Market Update: Economic Data, Monetary Policy, and Current Market Positioning | September 18, 2023

Zachary Hill, CFA® September 18, 2023

https://youtu.be/mWhUrUv0Ffo?feature=shared Hear Zach cover what Horizon is taking from recent economic data, our expectations for

Weekly Market Recap | 9/18/23

Zachary Hill, CFA® September 18, 2023

What happened last week Treasury yields continued to move last week higher on strong economic

Could An Oil Boom Bust The Economy?

Mike Dickson, Ph.D. September 14, 2023

Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices

Weekly Market Recap | 9/11/23

Zachary Hill, CFA® September 11, 2023

What happened last week Strong data drove Treasury yields higher and stocks lower in a

Do You Remember…a Stock Slide in September?

Mike Dickson, Ph.D. September 6, 2023

Historically, the 9th month of the year hasn’t been kind to investors. “April is the

Weekly Market Recap | 9/05/23

Zachary Hill, CFA® September 5, 2023

What happened last week It was a recovery week for equities as yield moves continued

Weekly Market Recap | 8/28/23

Zachary Hill, CFA® August 28, 2023

What happened last week A choppy week in markets saw small recoveries for stocks and

A Possible Peak Soft Landing & A.I. Potential | Schwab Network

Scott Ladner August 25, 2023

CIO Scott Ladner joined Schwab Network to discuss recent employment and inflation data, factors behind

Haven’t Got Time For The Pain

Zachary Hill, CFA® August 23, 2023

There are few signs of the economic struggles predicted at Jackson Hole last year. Attention

Weekly Market Recap | 8/21/23

Zachary Hill, CFA® August 21, 2023

What happened last week The push higher in Treasury yields drove the third consecutive week

Turbulence Ahead?

Zachary Hill, CFA® August 17, 2023

Stock investors may want to brace for some bumps in the road. After months of

Fox News | This AI boom is fundamentally important to the economy

Scott Ladner August 16, 2023

Chief Investment Officer Scott Ladner joined Fox News to provide critical tips to investors on ‘Mornings

Weekly Market Recap | 8/14/23

Zachary Hill, CFA® August 14, 2023

What happened last week Pressure building on the disinflation narrative as global bond yields surge

Call Me!

Mike Dickson, Ph.D. August 9, 2023

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

Weekly Market Recap | August 7, 2023

Zachary Hill, CFA® August 7, 2023

What happened last week Negative bond market developments likely drove the sell-off in equities Jobs

Market Update: Fed, Microeconomics, and Macroeconomics | August 7, 2023

Zachary Hill, CFA® August 7, 2023

https://youtu.be/e26Kr8v2gvg Head of Portfolio Management Zach Hill, CFA® covered why the Fed matters less today,

No hike but high rates, where do you put the money?

Scott Ladner August 4, 2023

CIO Scott Ladner joined Yahoo! Finance to discuss portfolio positioning and how to prepare for

Are The “Magnificent 7” Tech Stocks Ready to Share the Road?

Mike Dickson, Ph.D. August 3, 2023

Other market sectors are showing signs of life. The S&P 500 continued its winning streak

Weekly Market Recap | July 31, 2023

Zachary Hill, CFA® July 31, 2023

What happened last week Stocks climbed as the Fed and European Central Bank (ECB) raised

It Ain’t Over ‘Til It’s Over

Zachary Hill, CFA® July 27, 2023

Is the Fed’s battle to contain inflation finally done? The market seems to think so.

TD Ameritrade July 24, 2023 | The Importance of A.I. In Upcoming Earnings

Scott Ladner July 24, 2023

CIO Scott Ladner joined TD Ameritrade to discuss this week’s FOMC meeting and A.I.’s potential

Weekly Market Recap | July 24, 2023

Zachary Hill, CFA® July 24, 2023

What happened last week Global stocks edge higher, led by the US, in a week

CNBC July 24, 2023 | CIO Scott Ladner

Scott Ladner July 24, 2023

Chief Investment Officer Scott Ladner joined CNBC to discuss what’s ahead for the busiest week

Potential Opportunity Beneath the Market’s Calm Surface

Mike Dickson, Ph.D. July 19, 2023

The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA® July 19, 2023

When was the last time a client asked, “What was my portfolio’s alpha?” You may

Q2 2023 Quarterly Focus Article

Scott Ladner July 17, 2023

OVERVIEW During the second quarter of 2023, several key equity market indices built on their

Q2 2023 Review + Market Outlook Webcast

Scott Ladner July 14, 2023

https://youtu.be/etvuMLvXBAM Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review

Q2 2023 – Strategies in Review

Zachary Hill, CFA® July 14, 2023

Gain Strategies After a furious and volatile start to the year for stock and bond

A Narrow Upward Path—For Now

Mike Dickson, Ph.D. July 12, 2023

Will six months of returns cause you to forsake global diversification? While it’s true that

Weekly Market Recap | July 10, 2023

Zachary Hill, CFA® July 10, 2023

What happened last week Equities sold off in volatile trading to start the third quarter

“The strength of the US labor market is almost unbelievable…”

Scott Ladner July 6, 2023

Horizon Investments chief investment officer Scott Ladner analyzes the market as it enters the second

Weekly Market Recap | July 3, 2023

Zachary Hill, CFA® July 3, 2023

What happened last week Strong end to a strong quarter with the S&P 500 closing

Investors Keep Calm and Carry On

Mike Dickson, Ph.D. June 29, 2023

Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those

Weekly Market Recap | June 26, 2023

Zachary Hill, CFA® June 26, 2023

What happened last week Stocks sold off with small caps, value, and internationals leading losses

Market could see some correction in the near-term

Zachary Hill, CFA® June 23, 2023

Zachary Hill, CFA, joins ‘Squawk Box’ to discuss the latest market trends, whether stocks are

The Retirement Income Challenge

Mike Dickson, Ph.D. June 21, 2023

With the oldest baby boomers over eleven years into retirement and the oldest Generation X

Homes! Homes! Homes!

Mike Dickson, Ph.D. June 21, 2023

The housing market is the latest economic indicator to light up the charts? One of

Weekly Market Recap | June 20, 2023

Zachary Hill, CFA® June 20, 2023

What happened last week Increasingly positive investor sentiment boosted the S&P 500 closer to all-time

Does This Market Have Staying Power?

Mike Dickson, Ph.D. June 13, 2023

Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors

Weekly Market Recap | June 12, 2023

Zachary Hill, CFA® June 12, 2023

What happened last week It was a quiet week, with recent trends reversing in favor

Jobs! Jobs! Jobs!

Mike Dickson, Ph.D. June 6, 2023

The positive surprises in the labor market just keep on coming. Job creation in the

Weekly Market Recap | June 5, 2023

Zachary Hill, CFA® June 5, 2023

What happened last week Friday’s strong labor market data defined the trading week. A bipartisan

CIO Scott Ladner joined TD Ameritrade Network to discuss A.I.

Scott Ladner June 2, 2023

A.I. could be the most important productivity-enhancing development for the global economy since the uptake

Tech Sector Thumbs Its Nose at Higher Rates

Zachary Hill, CFA® May 31, 2023

Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech

Weekly Market Recap | May 30, 2023

Zachary Hill, CFA® May 30, 2023

What happened last week A debt ceiling agreement was reached, and will likely become law

Horizon Investments | Mid-Quarter Update

Scott Ladner May 30, 2023

CIO Scott Ladner, and Managing Director Austin Fitch, CFA® discuss the debt ceiling debate, disinflation,

Guess What’s Beating the Nasdaq?

Mike Dickson, Ph.D. May 24, 2023

Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic

Weekly Market Recap | May 22, 2023

Zachary Hill, CFA® May 22, 2023

What happened last week The market saw year-to-date highs in stocks despite a lack of

A One-Stock Army?

Zachary Hill, CFA® May 17, 2023

Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s

Regional Banks: Smaller than you think

Mike Dickson, Ph.D. May 11, 2023

Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First

May 8, 2023 | Market Update With Zach Hill CFA® Head of Portfolio Management

Market Update: Earnings, Fed, and Outlook | May 8, 2023

Zachary Hill, CFA® May 8, 2023

Hear Zach Hill, CFA®, cover earnings season, Fed policy, and what Horizon is watching in

Will Lower Volatility Mean Higher Stock Prices?

Mike Dickson, Ph.D. May 3, 2023

Investors seem to be a relatively calm, cool, and collected bunch these days—which may be

FOCUS QUARTERLY OUTLOOK; Q1 2023; WHERE DO WE GO FROM HERE? After a dizzying start to 2023, investors face three potential paths

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

Scott Ladner April 27, 2023

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

The Wheat and the Chaff

Mike Dickson, Ph.D. April 27, 2023

Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health

Q1 2023 – Strategies in Review

Zachary Hill, CFA® April 24, 2023

Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but

Too Much of Nothing

Mike Dickson, Ph.D. April 19, 2023

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

A Tale of Two Markets

Mike Dickson, Ph.D. April 12, 2023

There’s tech, and there’s the rest Investors in tech stocks these days are a wildly

Tactical Management: Global, Flexible, Dynamic

Mike Dickson, Ph.D. March 31, 2023

Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely

It Just Got Extreme Between Tech and Small-Caps

Zachary Hill, CFA® March 29, 2023

Here’s something we have only seen once in 20 years In a true study of

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

Horizon Investments March 27, 2023

Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what

What Happens When The Fed Stops Raising Rates?

Mike Dickson, Ph.D. March 23, 2023

Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about

Shades of ’87 as Treasury Yields Plummet

Mike Dickson, Ph.D. March 15, 2023

Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government

Semiconductors Spark Investors’ Hope

Mike Dickson, Ph.D. March 9, 2023

Chip stocks have come out swinging to start 2023 In what could be a harbinger

Surprise! Pending Home Sales Surge

Mike Dickson, Ph.D. March 2, 2023

The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength

Zach Hill, CFA® joined ‘Squawk Box’ to discuss what’s happening in the microeconomic economy

Zachary Hill, CFA® February 22, 2023

“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.”

Emerging Risks in U.S. Stocks

Zachary Hill, CFA® February 16, 2023

U.S. stocks have clearly perked up so far this year. But now, two key market

Fast Take: February 10, 2023 | Market Insights with Zach Hill, CFA®

Zachary Hill, CFA® February 10, 2023

https://www.horizoninvestments.com/wp-content/uploads/2023/02/Fast-Take-Final-Video.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on the state

Using non-traditional data to quantitatively identify high-quality companies.

Clark Allen, CFA® February 10, 2023

In the consumer market, high-quality products are identified as reliable, longer lasting, and are generally

Risky Stocks Are All The Rage—But Will It Last?

Mike Dickson, Ph.D. February 10, 2023

In the wake of a bruising 2022, investors seem to have decided that “risk on”

This Bond Market Signal May Be Good News for Stocks

Zachary Hill, CFA® February 2, 2023

Expected interest rate volatility has fallen 28 points so far this year The financial markets

Q4 2022 – Strategies in Review

Zachary Hill, CFA® January 30, 2023

Gain Strategies The final quarter of what has been a difficult year for asset owners

Q4 Focus 2022: Navigating The Unknown

Scott Ladner January 30, 2023

Overview Financial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an

International Stocks: Back in the Driver’s Seat?

Zachary Hill, CFA® January 25, 2023

Investors eye foreign markets and like what they see. For more than a decade, international

When Risk Management Fails

Mike Dickson, Ph.D. January 19, 2023

Put “protection” has come up short lately—but there’s a better way. Put options are often

Zach Hill, CFA® joined Worldwide Exchange to discuss equities ahead of CPI report

Zachary Hill, CFA® January 12, 2023

Zach Hill, CFA® joined Reuters – calls the recent rally in equities “not compatible with what the Fed wants”

Zachary Hill, CFA® January 12, 2023

WATCH VIDEO

It’s a Bizarre World for Growth and Value Stocks

Mike Dickson, Ph.D. January 11, 2023

Up is down, and down is up Two key components of the equity market—growth stocks

Scott Ladner’s thoughts on the market for 2023

Scott Ladner January 10, 2023

Hear Scott talk about areas of the market to watch in 2023, and his expectations

Scott Ladner on ‘Mornings with Maria’: Will Headwinds be Tailwinds?

Scott Ladner January 6, 2023

Scott provides insight on the state of the market.

Zach Hill, CFA® joined Squawk Box to weigh in on expectations for 2023

Zachary Hill, CFA® January 5, 2023

WATCH VIDEO

Zach Hill, CFA® weighs in on Big Tech in The Wall Street Journal

Zachary Hill, CFA® January 5, 2023

“For tech and communication services, there was this belief that those revenue streams were impervious

Scott Ladner on CNBC Worldwide Exchange

Scott Ladner December 29, 2022

Ladner: We think there will be a lot of tailwinds for the markets in the

Fast Take: December 22, 2022 | Market Insights with Zach Hill, CFA®

Zachary Hill, CFA® December 22, 2022

https://www.horizoninvestments.com/wp-content/uploads/2022/12/Zach-Hill-V5.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on what’s ahead

A Double Whammy For The Ages

Zachary Hill, CFA® December 21, 2022

This year we have seen a first for stocks and bonds. Welcome to uncharted territory.

Consumers will have ‘more resilience’ in 2023

Horizon Investments December 19, 2022

Zach Hill, CFA® discusses concerns around markets and the economy in 2023 on Mornings with

Exciting Times for the Slow and Steady

Mike Dickson, Ph.D. December 15, 2022

Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along

Hard Truths About Soft Landings

Zachary Hill, CFA® December 8, 2022

Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve

Final Fed meeting has potential to be a ‘market mover’

Horizon Investments December 7, 2022

Scott Ladner recently appeared on ‘Mornings with Maria’ with Fox Business to review inflation, the

Muted Market Reaction from Bad Jobs Report

Horizon Investments December 7, 2022

Zach Hill, CFA® joined Nicole Petallides on TD Ameritrade Network to discuss the takeaways from

Ho-Ho-High-Yield! Tis the season…for junk?

Mike Dickson, Ph.D. November 30, 2022

Could bond investors find the next few months to be “the most wonderful time of

Zach Hill, CFA® joined Squawk Box to talk about the markets

Horizon Investments November 28, 2022

Horizon’s Head of Portfolio Management, Zach Hill, CFA®, joined Squawk Box Friday to discuss the

Fast Take: Nov. 22 2022 | Market Update With Zach Hill, CFA®

Zachary Hill, CFA® November 22, 2022

https://www.horizoninvestments.com/wp-content/uploads/2022/11/Zach-Hill-Fast-Take-FInal-Video.mp4 Hear Horizon’s thoughts on quarterly earnings, Fed policy, and market outlook. Disclosure: The commentary

Inflation To Turkeys: Get Stuffed!

Horizon Investments November 22, 2022

Investors won’t have to dip into their savings to pay for their Thanksgiving feasts this year,

When It’s Time to Change

Horizon Investments November 15, 2022

Investors are shifting gears in the wake of good inflation news. Will it last? The

Is the market getting ahead of itself after signs of cooling inflation?

Horizon Investments November 11, 2022

“The market is – as it has been a few times this year – very

We are seeing moves in market leaders

Horizon Investments November 10, 2022

The losers of the past are riding high—while yesterday’s winners appear to be out of

Fed’s inflation tools are taking time to work

Horizon Investments November 9, 2022

CIO Scott Ladner joined Yahoo Finance Live to discuss Fed policy and inflation, economic data,

3Q Earnings: Looking Under the Hood for Opportunities

Horizon Investments November 2, 2022

We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500

Market Moves From Inflation Fears To Recession Fears

Horizon Investments November 1, 2022

Scott Ladner joined Nicole Petallides on TD Ameritrade’s ‘The Watch List’ to discuss the market,

Wall Street Journal quotes Ron Saba regarding interest rate squeeze

Horizon Investments November 1, 2022

Ron Saba weighs in on shifting focus from tech stocks to so-called value stocks in

Homebuyers Impacted by Inflation, Prices, and Rates

Horizon Investments October 28, 2022

The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble

Zach Hill, CFA®, joined CNBC to discuss earnings expectations

Horizon Investments October 26, 2022

Horizon’s Head of Portfolio Management, Zach Hill, CFA®, discussed his expectations for earnings estimates, the

CIO Scott Ladner on Fox Business: the economy and expectations for 2023

Horizon Investments October 26, 2022

CIO Scott Ladner joined Maria Bartiromo on Fox Business to discuss the impact of inflation

Negative Demand Shock is on the Horizon

Horizon Investments October 25, 2022

Zach Hill, CFA® shares his expectations around negative demand, the next Fed meeting, and his

CIO Scott Ladner weighs in on Tech buys with Liz Claman

Horizon Investments October 21, 2022

Horizon Investments CIO Scott Ladner explains the lull in chip demand and why now is

Interest Rates are Driving Equity Volatility

Horizon Investments October 21, 2022

“It’s interest rates that are driving equity volatility, that is the way we have been

Some—Gasp!—Good News About Inflation

Horizon Investments October 19, 2022

We all know that last week’s inflation report showed headline inflation continues to surge, with

The FED means business about knocking out inflation

Horizon Investments October 15, 2022

Central bankers have become laser-focused on crushing inflation. What could that mean for the economy

2022 Q3 – Strategies in Review

Horizon Investments October 13, 2022

Gain Strategies This year’s punishing price action across markets continued last quarter as global stocks

2022 Q3 Focus Webcast

Horizon Investments October 12, 2022

Zach Hill on Yahoo! Finance

Horizon Investments October 5, 2022

Head of Portfolio Management Zach Hill, CFA® joins Yahoo! Finance to weigh in on recent

CIO Scott Ladner on BNN Bloomberg

Horizon Investments October 4, 2022

CIO Scott Ladner joins BNN Bloomberg to discuss the BOE announcement, global growth, and sectors.

CIO Scott Ladner Talks Fed Policy with CNBC

Horizon Investments September 29, 2022

CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed’s next moves, and the impact

What Rises Typically Converges

Horizon Investments September 28, 2022

It’s a game of “catch me if you can” between investors and the Fed these

CIO Scott Ladner joins Maria Bartiromo on Fox News Media

Horizon Investments September 27, 2022

CIO Scott Ladner argues housing leads the economy and will cause a market ‘softening’ as

For Inflation and Interest Rates, We Expect “Higher For Longer”

Horizon Investments September 20, 2022

Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates.

Zach Hill, CFA® gives insights after CPI Reading on Reuters TV

Horizon Investments September 13, 2022

“The recent CPI report threw cold water on hopes that the Fed could ease up

Europe Hits the Brakes

Horizon Investments September 12, 2022

All eyes were once again on interest rates last week, as the European Central Bank

Markets need to see at least three months of improvement in CPI prints

Horizon Investments September 12, 2022

Head of Portfolio Management Zachary Hill, joined CNBC Worldwide Exchange to discuss the markets ahead

Fast Take: Market Update

Zachary Hill, CFA® September 8, 2022

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

Stocks Close Lower to Start Trading Week

Horizon Investments September 6, 2022

Chief Investment Officer Scott Ladner, joined Cheddar News’ Closing Bell to discuss U.S. stocks after

Here’s what investors expect the August jobs report to say

Horizon Investments September 2, 2022

Chief Investment Officer Scott Ladner joined ‘Morning with Maria’ to weigh in on the August

Stock Market Moving From Inflation to Recession Fears

Horizon Investments September 1, 2022

“Nominal GDP slowdown has been baked in the cake. The stock market today has started

Demand for new homes is down – what does that mean for investors?

Horizon Investments August 31, 2022

Demand for new homes is way down. What does that mean for investors? New home

What Constitutes a Recession?

Horizon Investments August 24, 2022

Historical Recessions Given the increase in signs of a cooling economy, this study aims to

A Tale of Two Markets

Horizon Investments August 22, 2022

It’s a safe assumption that when Bob Dylan sang “the first one now will later

Does This Rally Have Legs?

Horizon Investments August 17, 2022

What a difference a couple of months can make. Since hitting its low point (closing

Wild Swings In Short-Term Treasury Yields = A Wild Ride For Stocks

Horizon Investments August 10, 2022

Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road

What Are Bond Yields Telling Us Today?

Horizon Investments August 3, 2022

As investors digested both the Fed’s decision to raise interest rates by another 75 basis

Strong Dollar Creates Earnings Headwinds for U.S. Multinationals

Horizon Investments July 25, 2022

The U.S dollar continues its steady march higher, up 14.7% during the past 12 months.

Scott Ladner joins Worldwide Exchange

Horizon Investments July 25, 2022

Scott Ladner, CIO of Horizon Investments, joins Worldwide Exchange to discuss his views on inflation

Tug of War | Inflation vs Growth

Horizon Investments July 25, 2022

Overview Investors faced a wall of worry during the second quarter that proved to

2022 Q2 – Strategies in Review

Horizon Investments July 25, 2022

Gain Strategies The second quarter of 2022 was another difficult one for asset markets

Sky-High Earnings Expectations Need to Fall

Horizon Investments July 12, 2022

Over the next few weeks, a steady stream of second-quarter earnings reports will reveal how

Stocks Rack Up Rare Back-to-Back Losses

Horizon Investments July 6, 2022

The S&P 500 hasn’t seen two consecutive quarters of negative returns since the global financial

Keep Calm and Carry On

Horizon Investments June 28, 2022

Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a

Zach Hill, CFA, joined Yahoo Finance Live to discuss recession possibilities

Horizon Investments June 23, 2022

Zach Hill, CFA and ERShares COO Eva Ados joined Yahoo Finance Live after the closing

Mortgage Payments Are Through the Roof

Horizon Investments June 22, 2022

Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates

Zach Hill, CFA®, shared his thoughts on the market with Reuters

Horizon Investments June 15, 2022

Zach Hill, CFA®, head of portfolio management at Horizon Investments, says this bear market is

CIO Scott Ladner discussed inflation on ‘Word on Wall Street’

Horizon Investments June 13, 2022

CIO Scott Ladner joined Brigg MacAdam LTD founding partner Greg Swenson and Rosecliff Capital CEO

Déjà Vu All Over Again

Horizon Investments June 7, 2022

American workers are reliving the past – and that’s a potentially big problem. The reason:

Stocks Soar—But Is Relief Really On The Way?

Horizon Investments June 1, 2022

Equity markets sent investors smiling into the Memorial Day weekend, thanks to the biggest weekly

CIO Scott Ladner on Bloomberg Quicktake

Horizon Investments May 25, 2022

CIO Scott Ladner joined Bloomberg to share his expectations for the market and why boring

Are You Capturing the Opportunities in Stocks Today?

Horizon Investments May 25, 2022

With the Nasdaq plummeting 27.2% and the S&P 500 Growth Index close behind at -26.2%,

Horizon Investments Mid-Quarter Update

Horizon Investments May 24, 2022

https://www.horizoninvestments.com/wp-content/uploads/2022/05/Horizon-Investmenst-Mid-Quarter-Update-Small.mp4

Inflationary pressure and market sell-off

Horizon Investments May 23, 2022

Last week ended with the S&P dipping briefly into bear market territory before closing higher

CIO Scott Ladner joined Liz Claman to share his thoughts on sectors, geopolitical risk, and the Fed

Horizon Investments May 12, 2022

CIO Scott Ladner joined Liz Claman to discuss this week’s market sell-off and share his

Nowhere to Hide for Traditional Balanced Investors

Horizon Investments May 12, 2022

Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope. The

Scott Ladner talks macroeconomics and a global view on markets with Ausbiz.

Horizon Investments May 11, 2022

Scott Ladner talks macroeconomics and a global view on markets with Ausbiz.

Equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again

Horizon Investments May 11, 2022

“…unless supply chains heal rapidly or workers flood back into the labor force, any equity

Stocks fell hard following the FOMC meeting announcement

Horizon Investments May 11, 2022

Stocks fell hard Thursday, May 5, 2022 following the FOMC meeting announcement in which the

Horizon’s Zach Hill weighs in and is quoted in this Reuters story.

Horizon Investments May 11, 2022

Investors have been dumping high growth stocks for weeks, due to worries about inflation, rising

Scott sheds light on the micro vs macro market drivers.

Horizon Investments May 11, 2022

Scott Ladner on air for Mornings with Maria Bartiromo. Scott sheds light on the micro

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments May 10, 2022

Scott Ladner joins Kristina Hooper after the closing bell yesterday on Yahoo Finance to discuss

There’s something strange happening with energy ETFs.

Horizon Investments May 10, 2022

There’s something strange happening with energy ETFs. Zachary Hill, CFA comments on the sector’s flagships

Tech Giants Lost $1 Trillion in Value As Sell-Off Continues

Horizon Investments May 10, 2022

The broader tech sell-off comes after the Federal Reserve announced plans to hike interest rates

The Fed’s Clarity Boosts Stocks—But For How Long?

Scott Ladner May 5, 2022

Investors liked what they heard from the Fed this week. The Federal Reserve Board raised

Are Bonds No Longer A Safe Haven For Investors?

Horizon Investments April 28, 2022

Bonds are usually thought of as a safe haven for investors due to their lower

The “Fear Index” For Bonds Has Markets On Edge

Horizon Investments April 28, 2022

No doubt about it: Fixed-income investors are spooked. Volatility in U.S. Treasuries has soared this

Making Sense of Investment Categories & Ratings Systems

Horizon Investments April 26, 2022

The truth is, individual investors today don’t care as much about exposures as they do

The Preservation Puzzle: When to Change

Horizon Investments April 25, 2022

We know that in Preservation, clients either ask or at least ponder: What product gives

Noise & Financial Planning

Horizon Investments April 22, 2022

Kahneman’s Behavioral Approach Noise: an unwanted variability in decision-making. Ask yourself, when am I at

Annuities in a Goals-Based Framework

Horizon Investments April 22, 2022

Investment professionals rarely agree on the risks and direction of markets, yet many would agree

Active financial advice is the new reality

Horizon Investments April 22, 2022

We see active financial advice as the new reality. Not robo. Not passive. But active!

Best Month for Stocks Now Faces Off With Fed, Inflation Catch

Horizon Investments April 21, 2022

U.S. companies start to report the effect of decades-high inflation on their profit margins.

Market Volatility

Horizon Investments April 21, 2022

“Volatility in the bond market is simply too high right now…” Zachary Hill, CFA is

Consumers are getting out of the house—and bringing their wallets.

Horizon Investments April 21, 2022

As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our

Reading the Corporate Tea Leaves

Horizon Investments April 7, 2022

Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings

Economic Health

Horizon Investments April 4, 2022

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

Stocks fluctuate to end whirlwind week

Horizon Investments April 4, 2022

Stocks fluctuate to end whirlwind week. But have we hit the bottom?

Fed Finally Moves Against Inflation!

Horizon Investments April 4, 2022

Fed Finally Moves Against Inflation With Rate Hike.

Wall Street adds to gains!

Horizon Investments April 4, 2022

Wall Street adds to gains following surge in Chinese markets

Dead Money?

Horizon Investments April 1, 2022

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

Could geopolitical conflicts impact the Fed’s rate hike timeline?

Horizon Investments April 1, 2022

Horizon Investments CIO, Scott Ladner was on Mornings with Maria Bartiromo on Fox Business Network

Stock Market outlook with Scott Ladner

Horizon Investments April 1, 2022

Horizon Investments CIO, Scott Ladner joins Yahoo Finance Live to discuss the outlook for the

Market Volatility

Horizon Investments April 1, 2022

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

Will the Federal Reserve run to the rescue?

Horizon Investments April 1, 2022

With such a choppy week so far in the markets, we pose the question, ‘Will

Mornings with Maria

Horizon Investments March 31, 2022

In case you missed it, check out Horizon Investments’ CIO Scott Ladner discussing his market

Is 80/20 the new 60/40?

Horizon Investments March 31, 2022

Listen to what Scott Ladner, Horizon CIO, and Kevin O’Leary, O’Shares, say about hedging against

Beyond the Bond

Horizon Investments March 31, 2022

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

One sector’s secret weapon against rising inflation

Horizon Investments March 30, 2022

One sector’s secret weapon against rising inflation, according to ETF manager Alexi Panagiotakopoulos of Fundamental

Market Recap: Friday, January 7

Horizon Investments March 30, 2022

Stocks closed the first trading week of 2022 in the red as investors digested a

Kevin O’Leary on how to position a portfolio in a rising inflation environment

Horizon Investments March 30, 2022

Kevin O’Leary of O’Shares joins Scott Ladner of Horizon Investments to discuss how to invest

Flush with new cash!

Horizon Investments March 30, 2022

Flush with new cash, Horizon Investments is even better positioned to provide first-rate advice to

Defensive Stocks and what we could see in the new year

Horizon Investments March 30, 2022

Check out what Zachary Hill, CFA, Horizon Investments’ Head of Portfolio Management, had to say

Surging inflation sparks another sell off for stocks

Horizon Investments March 30, 2022

Tech stocks spur Wall Street slide as investors continue to monitor inflation impact

The waiting game is almost over! Zachary Hill, CFA weighs in on the Fed’s decision coming tomorrow.

Horizon Investments March 30, 2022

The waiting game is almost over. Zachary Hill, CFA weighs in onthe Fed’s decision coming

Investors are despondent—but there’s a silver lining

Zachary Hill, CFA® March 24, 2022

Investors sure are a gloomy bunch these days. How downbeat are they? According to the

Fed Set to Ramp Up Rate Hikes To Fight Inflation

Zachary Hill, CFA® March 17, 2022

As expected, the Federal Reserve Board on Wednesday raised the target range of the federal

The True Value of Financial Advice

Horizon Investments March 16, 2022

The Critical 5% – Financial Planning for Normal & Abnormal Markets

Horizon Investments March 16, 2022

Parabolic Commodities Rally Darkens Economic Outlook

Horizon Investments March 10, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Using an 80 /20 Portfolio with Risk Mitigation to Replace a 60/40

Horizon Investments March 4, 2022

Many investors and financial advisors are still in the dark on what ESG factor investing

Does Oil’s Spike Mean Stagflation Is in America’s Future?

Horizon Investments March 3, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Ukraine Attack Ignites Economic Fear

Horizon Investments February 25, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Any Retirement Salvation? Puny Bond Yields in a Rate-Hiking Cycle

Horizon Investments February 17, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

$100 Oil in Sight, But Energy Supply & Demand Is Balanced Again

Scott Ladner February 10, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Disappearing Foreclosures Add to Home Price Inflation

Scott Ladner February 1, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Ripping Off the Easy-Money Band Aid

Scott Ladner January 28, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

No Relief: Used Cars and Trucks Once Again Drove Up Inflation

Scott Ladner January 13, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Is Inflation Pressure Easing? Factory Input Costs Tumble Again

Scott Ladner January 6, 2022

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Many Americans Give Up on Inflation Remaining Tame

Scott Ladner December 16, 2021

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Another High Inflation Reading Pressures Fed to Speed Up the Taper

Scott Ladner December 10, 2021

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Booming U.S. Helps Snuff Out Fed’s ‘Transitory’ View of Inflation

Scott Ladner December 2, 2021

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Did We Just Reach Peak Inflation Pain?

Scott Ladner November 18, 2021

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Inflation Sticker Shock Is Spreading to More Everyday Products

Scott Ladner November 11, 2021

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have

Skyrocketing Energy Prices Bring Back Bad 1970s Memories

Scott Ladner October 6, 2021

Eye-popping jumps in energy prices worldwide has some people proclaiming we’re in a replay

The Biggest Retirement Fear: Outliving My Money

Scott Ladner September 30, 2021

From the youngest to the oldest American workers – GenZ to Baby Boomers – their

Many GenXers Agree: It’ll Take a Miracle to Have a Secure Retirement

Scott Ladner September 23, 2021

A large swath of the GenX population, many of whom are 20 years or less

Long-Term Care Costs as Much as a New Porsche Sports Car

Scott Ladner September 16, 2021

The march higher in the cost of home health, assisted living or nursing home services

Americans Seek Advice Amid Social Security’s Financial Stress

Scott Ladner September 9, 2021

American workers just got another jolt of bad news about the financial health of Social

Powell Sees `Transitory’ Inflation; Shipping Offers Another Clue

Scott Ladner September 2, 2021

Federal Reserve Chairman Jay Powell repeated his view at last week’s Jackson Hole meeting that

Ouch! Plunging Chinese Stocks Lag U.S. Equities by 32% in 2021

Scott Ladner August 26, 2021

There’s a record-breaking chasm opening up between American and Chinese stocks this year. The SPDR

Does It Make Sense to Invest in Stocks When They’re at Record Highs?

Scott Ladner August 19, 2021

The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over

Over 65 Years Old and Working? It’s Not as Common Anymore

Scott Ladner August 12, 2021

The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over

Corporate America’s Profit Machine Is as Strong as Ever

Ty Stevens August 5, 2021

You’ve likely heard that second quarter profits are surging, driven by easy year-over-year comparisons and

Are Glide Path Strategies Still a Good Option for Retirement?

Ty Stevens July 29, 2021

Target date funds operate under the assumption that someone’s asset allocation should follow a glide

Junk-Bond Yields Don’t Provide Much of a Cushion Against Inflation

Ty Stevens July 22, 2021

Yet another setback for retirees who view traditional fixed-income investments as a secure way to

Bond Market Fireworks Force a Stumble in Stocks

Ty Stevens July 8, 2021

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

Abnormally Low Interest Rates Remain, Even If Fed Hikes in 2023

Ty Stevens June 24, 2021

The Federal Reserve’s meeting last week sparked a selloff in stocks and bonds as the

Pandemic Economic Weirdness Captured in One Chart

Scott Ladner June 16, 2021

Capturing the pandemic’s weird real-world effects is reflected in how high above trend retail sales

Home Prices to the Moon? Americans Say `No Thanks’

Scott Ladner June 9, 2021

Bidding wars for homes has soured people on reaching for the American dream: for the

Pandemic’s Effect Erased in Job Market; Are We Back to Normal?

Scott Ladner June 1, 2021

What was a rumbling of change in the last few years is now barreling into

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

Scott Ladner May 17, 2021

What was a rumbling of change in the last few years is now barreling into

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

Scott Ladner May 5, 2021

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is

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

Scott Ladner April 30, 2021

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is

Inflation Fixation, Bubble Trouble

Scott Ladner April 28, 2021

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is

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

Scott Ladner April 22, 2021

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

Many Investors Tried to Trade the Pandemic Plunge in Stocks

Scott Ladner April 8, 2021

When financial markets went haywire in March 2020, people pursuing a traditional financial plan may

Widows Are at Higher Risk of Falling Into Poverty

Scott Ladner March 31, 2021

Of all the financial challenges facing retirees, being a widow can be one of the

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

Scott Ladner March 23, 2021

Nearly every day the financial news headlines trumpet the selloff in bonds and the rising

Horizon Strategist Zachary Hill – Beyond Meme Stocks – an ETF Trends Webinar

Scott Ladner March 22, 2021

A common investor assumption is that bonds tend to go up in value when the

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

Scott Ladner March 18, 2021

Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year

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

Scott Ladner March 16, 2021

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is

Scott Ladner’s Interview on CNBC Pro

Scott Ladner March 12, 2021

On Wednesday, March 10, 2021, Scott Ladner, Horizon’s Chief Investment Officer, spoke with CNBC Pro’s

Soaring Innovation Companies Go Cold as Interest Rates Rise

Scott Ladner March 8, 2021

Does 2021 strike you as a replay of 1999? The investment theme now, as it

Is now the time for ESG?

Scott Ladner March 3, 2021

Many investors and financial advisors are still in the dark on what ESG factor investing

Horizon CIO Scott Ladner discusses the Expanding S&P 500 ESG Index

Scott Ladner March 3, 2021

A common investor assumption is that bonds tend to go up in value when the

Fed’s Powell Battles Wall Street’s Bond Bears

Scott Ladner March 3, 2021

Federal Reserve chairman Jay Powell’s speaking engagement on March 4 is, in Horizon’s view, critical

You May Need a Bigger Down Payment for a New Home

Scott Ladner February 26, 2021

Up, up and away for the price of a new single-family home, which reached a

Emerging Markets Are Surging – And Evolving

Scott Ladner February 23, 2021

Investors who are globally diversified may be seeing that pay off at the start of

Inflation Could Be Coming, Are You Ready?

Scott Ladner February 17, 2021

Inflation isn’t a problem now, but financial markets are saying it could be soon. Traders

Disappearing Junk Bond Yields

Scott Ladner February 12, 2021

Here’s another knock against putting all of your retirement-income eggs in the bond market basket.

CIO Scott Ladner discusses china in a DWS-sponsored interview

Horizon CIO Scott Ladner discusses China in a DWS webinar

Scott Ladner February 12, 2021

A common investor assumption is that bonds tend to go up in value when the

CIO Scott Ladner Optimistic About 2021

Scott Ladner February 12, 2021

A common investor assumption is that bonds tend to go up in value when the

Do Bonds Really Offset the Stock Market’s Declines?

Scott Ladner February 11, 2021

A common investor assumption is that bonds tend to go up in value when the

High & Mighty Stocks; Feeling Inflationary?; Game Stopped

Scott Ladner February 5, 2021

A record high for stocks…again. Earnings get much of the credit for the latest move.

If Inflation Returns, Bond’s Diversification Power May Disappear

Scott Ladner February 4, 2021

When stocks fall, bonds rally. That’s standard market action today. And it makes bonds look

BNN Bloomberg: Market outlook amid ongoing trade war negotiations

Scott Ladner May 21, 2025

Weekly Market Recap | 05/19/2025

Zachary Hill, CFA® May 19, 2025

Yahoo Finance: This is the ‘number one place to play offense,’ strategist says

Zachary Hill, CFA® May 15, 2025

A Tariff Turnaround

Zachary Hill, CFA® May 14, 2025

Weekly Market Recap | 05/12/2025

Zachary Hill, CFA® May 12, 2025

Bloomberg: U.S.-China Tariff Truce Positive But Trump “Negotiates Against Himself”

James Abate May 12, 2025

It’s Been Two Decades Since Stocks Did This

Zachary Hill, CFA® May 7, 2025

Weekly Market Recap | 05/05/2025

Zachary Hill, CFA® May 5, 2025

A Near-Historic 100 Days For Stocks

Zachary Hill, CFA® May 1, 2025

FOX Business: Trump tariff deals can’t come fast enough, CIO says

Scott Ladner April 28, 2025

Weekly Market Recap | 04/28/2025

Zachary Hill, CFA® April 28, 2025

Wall Street Journal: Dow Headed for Worst April Since 1932 as Investors Send ‘No Confidence’ Signal

Scott Ladner April 22, 2025

A Challenge to the “U.S. Exceptionalism” Trade?

Mike Dickson, Ph.D. April 22, 2025

Horizon Investments’ Acquisition of Centre Asset Management Has Closed, Further Enhancing Firm’s Investment Solutions Capabilities

Horizon Investments April 22, 2025

Washington Post: Markets fall as Trump renews attack against Fed chair

Zachary Hill, CFA® April 21, 2025

Weekly Market Recap | 04/21/2025

Zachary Hill, CFA® April 21, 2025

Bloomberg TV: Earnings Estimates Not Important This Cycle: Horizon CIO

Scott Ladner April 21, 2025

CNBC: Dow drops nearly 700 points, Nasdaq tumbles 3% in tech-driven sell-off: Live updates

Zachary Hill, CFA® April 17, 2025

Is The Worst Behind Us?

Mike Dickson, Ph.D. April 17, 2025

Q1 2025 – Strategies in Review

Zachary Hill, CFA® April 16, 2025

Weekly Market Recap | 04/14/2025

Zachary Hill, CFA® April 14, 2025

Schwab Network: ‘Not a Disaster Economy’, but Markets Need Clarity

Scott Ladner April 14, 2025

America’s Tariff Hangover: What the Latest Data Tells Us

Scott Ladner April 11, 2025

BNN Bloomberg: Key takeaways on weakness in U.S. dollar

Scott Ladner April 11, 2025

Reuters: Trump tariffs anxiety: Individual investors flood advisers with calls but stay in the market

Austin Fitch, CFA® April 9, 2025

Q1 2025 Quarterly Review & Market Outlook Webcast Replay

Horizon Investments April 8, 2025

Weekly Market Recap | 04/07/2025

Zachary Hill, CFA® April 7, 2025

BNN Bloomberg: Where else could Trump implement tariffs next?

Scott Ladner April 4, 2025

These Stocks Have Come Alive in ‘25

Mike Dickson, Ph.D. April 4, 2025

BBC News: Worst week for US stocks since Covid crash as China hits back on tariffs

Mike Dickson, Ph.D. April 4, 2025

Evaluating the Short- and Long-Term Impacts of Liberation Day

Scott Ladner April 3, 2025

Bloomberg: After ‘Liberation Day’ Comes ‘Obliteration Day’

Scott Ladner April 3, 2025

Weekly Market Recap | 03/31/25

Zachary Hill, CFA® March 31, 2025

Schwab Network: Small-Caps Resilient Amid Market Volatility

Mike Dickson, Ph.D. March 27, 2025

Are There Opportunities in Smaller Stocks?

Mike Dickson, Ph.D. March 27, 2025

Weekly Market Recap | 03/24/25

Zachary Hill, CFA® March 24, 2025

Barron’s: The Fed is ‘Largely Irrelevant.’ Here’s Why.

Scott Ladner March 20, 2025

The Lag 7

Mike Dickson, Ph.D. March 19, 2025

CNBC: Ladner: Powell’s press conference is the main show today

Scott Ladner March 19, 2025

Schwab Network: Tech ‘Has to Be’ in Your Portfolio

Scott Ladner March 18, 2025

Weekly Market Recap | 03/17/25

Zachary Hill, CFA® March 17, 2025

Yahoo Finance: Why Wall Street is struggling to adapt to Trump 2.0

Scott Ladner March 17, 2025

Take A Breath

Mike Dickson, Ph.D. March 11, 2025

Weekly Market Recap | 03/10/2025

Zachary Hill, CFA® March 10, 2025

Bloomberg Radio: US Stock Selloff Extends to APAC Markets

Scott Ladner March 10, 2025

REPLAY: Market Volatility Webinar

Horizon Investments March 10, 2025

Is the U.S. Economy Cooling Down?

Mike Dickson, Ph.D. March 5, 2025

Special Report: The President Trump Seesaw

Zachary Hill, CFA® March 5, 2025

Risk Management Strategies: Professional Guide to Investment Protection

Horizon Investments March 4, 2025

Wealth Preservation: Safeguarding Your Financial Future

Horizon Investments March 4, 2025

Weekly Market Recap | 03/03/2025

Zachary Hill, CFA® March 3, 2025

Schwab Network: Emerging Markets Opportunities After U.S./Ukraine Meeting

Scott Ladner March 3, 2025

Déjà Vu As International Stocks Score Big

Mike Dickson, Ph.D. February 26, 2025

Weekly Market Recap | 02/24/2025

Zachary Hill, CFA® February 24, 2025

BNN Bloomberg: How the markets are reacting to approaching tariff deadline

Mike Dickson, Ph.D. February 24, 2025

FOX Business: Trump: Could end war in Ukraine within weeks

Scott Ladner February 24, 2025

What Has Small Business Owners Worried?

Zachary Hill, CFA® February 19, 2025

Weekly Market Recap | 02/18/2025

Zachary Hill, CFA® February 18, 2025

A Small-Cap Surprise Party

Mike Dickson, Ph.D. February 13, 2025

Schwab Network: January Inflation Reports: Consumer Strong but Fed Done Cutting

Scott Ladner February 13, 2025

Weekly Market Recap | 02/10/2025

Zachary Hill, CFA® February 10, 2025

Goals-Based Retirement Portfolios: Personalized Asset Management for Financial Success

Horizon Investments February 10, 2025

Goals-Based Investment Manager: Personalized Financial Guidance for Life Objectives

Horizon Investments February 10, 2025

Yahoo Finance: Treasury’s refinancing may lead to bond market anxieties

Mike Dickson, Ph.D. February 7, 2025

Goals-Driven Investing: Transforming Asset Management for Personal Financial Empowerment

Horizon Investments February 6, 2025

Goal-Based Investment Planning: Crafting Your Financial Future with Purpose

Horizon Investments February 6, 2025

Goals-Based Asset Management: Personalized Wealth Strategy for Life Objectives

Horizon Investments February 6, 2025

What Could Tariffs Mean For Investors & Consumers?

Mike Dickson, Ph.D. February 5, 2025

Bloomberg: US-China Trade War Casts Shadow on Global Markets

Zachary Hill, CFA® February 5, 2025

Weekly Market Recap | 02/03/2025

Zachary Hill, CFA® February 3, 2025

Goals-Based Investment Manager: Personalized Financial Guidance for Life Objectives

Horizon Investments January 30, 2025

BNN Bloomberg: Why the U.S. fed is on hold for the next several months

Scott Ladner January 29, 2025

BNN Bloomberg: Market reaction to BoC, U.S. fed rate decisions

Zachary Hill, CFA® January 29, 2025

AI in Flux

Mike Dickson, Ph.D. January 29, 2025

Weekly Market Recap | 1/27/2025

Zachary Hill, CFA® January 27, 2025

Dance of the Dollar

Mike Dickson, Ph.D. January 23, 2025

CNBC: Technology and AI are going to diffuse into the rest of the economy

Scott Ladner January 23, 2025

Horizon Investments Sponsors Its First Exchange Traded Funds, Names Clark Allen as Head of ETFs

Horizon Investments January 23, 2025

Money Life: ‘Earnings-driven market’ should post double-digit gains

Scott Ladner January 21, 2025

Weekly Market Recap | 1/21/2025

Zachary Hill, CFA® January 21, 2025

Schwab Network: What Real Yields Indicate About Economic Growth

Mike Dickson, Ph.D. January 17, 2025

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner January 16, 2025

Interest Rates: Rising for the Right Reasons?

Mike Dickson, Ph.D. January 16, 2025

Yahoo Finance: It’s growth, not inflation keeping rates higher

Scott Ladner January 14, 2025

Fox: Rising Yields & Fed Confusion: What’s Next for Markets?

Scott Ladner January 14, 2025

Q4 2024 – Strategies in Review

Zachary Hill, CFA® January 14, 2025

Weekly Market Recap | 1/13/2025

Zachary Hill, CFA® January 13, 2025

BNN Bloomberg: Is the Fed losing its nonpartisan footing?

Scott Ladner January 11, 2025

Don’t Disdain Diversification

Mike Dickson, Ph.D. January 10, 2025

Q4 2024 Quarterly Review & Market Outlook Webcast Replay

Horizon Investments January 8, 2025

Weekly Market Recap | 1/6/2025

Zachary Hill, CFA® January 6, 2025

Yahoo Finance: “We don’t believe that rates don’t matter.”

Zachary Hill, CFA® January 6, 2025

Yahoo Finance: Divergence creates a ‘good setup’ for small-caps in 2025

Mike Dickson, Ph.D. December 26, 2024

Weekly Market Recap | 12/23/2024

Zachary Hill, CFA® December 23, 2024

BNN Bloomberg: U.S. market trends to watch in 2025

Zachary Hill, CFA® December 23, 2024

Time to Think Small?

Mike Dickson, Ph.D. December 19, 2024

Weekly Market Recap | 12/16/2024

Zachary Hill, CFA® December 16, 2024

BNN Bloomberg: 2025 AI Theme: A “Prove Me Wrong” Scenario?

Mike Dickson, Ph.D. December 13, 2024

Bitcoin Ascendant

Mike Dickson, Ph.D. December 12, 2024

Weekly Market Recap | 12/09/2024

Zachary Hill, CFA® December 9, 2024

Yahoo Finance: Sectors to watch vs. sectors to avoid in 2025

Scott Ladner December 9, 2024

FOX Business: How can Americans invest ‘through the new normal’?

Scott Ladner December 9, 2024

Schwab Network: Santa Claus Rally Coming; 3 Rate Cuts Next Year

Mike Dickson, Ph.D. December 9, 2024

Look Beyond Today’s Stock Market Outperformers

Mike Dickson, Ph.D. December 5, 2024

Weekly Market Recap | 12/02/2024

Zachary Hill, CFA® December 2, 2024

Bloomberg Technology | China’s Tech, Tesla’s Surge, Bitcoin’ Stall

Scott Ladner November 25, 2024

Weekly Market Recap | 11/25/2024

Zachary Hill, CFA® November 25, 2024

BNN Bloomberg: The Latest Homebuilder Data

Scott Ladner November 21, 2024

Investors Cheer Strong Corporate Profits

Mike Dickson, Ph.D. November 21, 2024

Horizon Investments Announces New Acquisition, Bringing Centre Asset Management into Fold to Augment Range of Investment Solutions

Horizon Investments November 19, 2024

Schwab Network: What’s next for small caps and the Fed?

Scott Ladner November 19, 2024

Bloomberg: The U.S. economy remains resilient

Zachary Hill, CFA® November 18, 2024

Weekly Market Recap | 11/18/2024

Zachary Hill, CFA® November 18, 2024

Yahoo Finance: Embrace Volatility

Mike Dickson, Ph.D. November 14, 2024

Aahhhh…

Mike Dickson, Ph.D. November 13, 2024

Schwab Network: The U.S. over the rest of the world?

Mike Dickson, Ph.D. November 12, 2024

Weekly Market Recap | 11/11/2024

Zachary Hill, CFA® November 11, 2024

Republicans Sweep (Again) for Trump’s Second Act

Zachary Hill, CFA® November 6, 2024

Who are the Real Election Winners?

Mike Dickson, Ph.D. November 5, 2024

Weekly Market Recap | 11/04/2024

Zachary Hill, CFA® November 4, 2024

CNBC: A “Red Sweep” not happening makes sense for bond yields pulling back.

Scott Ladner November 4, 2024

The Housing Market Is Still Stuck

Mike Dickson, Ph.D. October 31, 2024

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner October 29, 2024

BNN Bloomberg: Market playbook for a Trump or Harris victory

Scott Ladner October 29, 2024

Weekly Market Recap | 10/28/2024

Zachary Hill, CFA® October 28, 2024

Schwab Network: Mega Caps vs the Market

Mike Dickson, Ph.D. October 25, 2024

A Strong Foundation

Mike Dickson, Ph.D. October 23, 2024

Weekly Market Recap | 10/21/2024

Zachary Hill, CFA® October 21, 2024

Fox: AI technology can speed up drug development

Scott Ladner October 21, 2024

Quarterly Report | The Road Back to Normal

Scott Ladner October 18, 2024

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA® October 18, 2024

Happy Birthday, Bull!

Mike Dickson, Ph.D. October 17, 2024

Weekly Market Recap | 10/14/2024

Zachary Hill, CFA® October 14, 2024

Q3 2024 – Strategies in Review

Zachary Hill, CFA® October 11, 2024

What Are Junk Bonds Saying About the Economy?

Mike Dickson, Ph.D. October 9, 2024

Q3 2024 Quarterly Webcast Replay

Horizon Investments October 8, 2024

BNN Bloomberg: Current macro landscape in the U.S.

Scott Ladner October 8, 2024

Weekly Market Recap | 10/07/2024

Zachary Hill, CFA® October 7, 2024

China Takes Off

Mike Dickson, Ph.D. October 3, 2024

Bloomberg Radio: Middle East Worries

Scott Ladner October 2, 2024

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner October 2, 2024

Yahoo Finance: Why investors can’t adjust portfolios in ‘a meaningful way’

Scott Ladner October 2, 2024

CNBC: Defense stocks are probably not a bad place to be right now

Scott Ladner October 2, 2024

Weekly Market Recap | 09/30/2024

Zachary Hill, CFA® September 30, 2024

Which Stocks Have The Power?

Mike Dickson, Ph.D. September 25, 2024

Weekly Market Recap | 09/23/2024

Zachary Hill, CFA® September 23, 2024

Bloomberg: A Divided Fed Raises Questions About Future Cuts

Zachary Hill, CFA® September 23, 2024

Special Report: The Easing Cycle Finally Begins

Zachary Hill, CFA® September 20, 2024

Let’s Get It Started

Mike Dickson, Ph.D. September 18, 2024

Weekly Market Recap | 09/16/2024

Zachary Hill, CFA® September 16, 2024

A Smoother Road?

Mike Dickson, Ph.D. September 11, 2024

Special Report: Election 2024

Zachary Hill, CFA® September 10, 2024

BNN Bloomberg: The underleveraged U.S. consumer

Scott Ladner September 10, 2024

Fox: Why does the U.S. consumer feel like garbage?

Scott Ladner September 9, 2024

Weekly Market Recap | 09/09/2024

Zachary Hill, CFA® September 9, 2024

Quarterly Webcast Registration

Horizon Investments September 5, 2024

A Fall Harvest?

Mike Dickson, Ph.D. September 5, 2024

Schwab: The “War and War Recovery” Cycle of the Markets

Scott Ladner September 4, 2024

Weekly Market Recap | 09/03/2024

Zachary Hill, CFA® September 3, 2024

CNBC: The story with NVIDIA is about the economy adopting AI

Scott Ladner August 29, 2024

Ready To Cut

Mike Dickson, Ph.D. August 29, 2024

Weekly Market Recap | 08/26/24

Zachary Hill, CFA® August 26, 2024

Schwab Network: The Fed Has Quite a Lot of Room to Cut

Zachary Hill, CFA® August 23, 2024

Stocks Come Roaring Back

Mike Dickson, Ph.D. August 22, 2024

Weekly Market Recap | 08/19/24

Zachary Hill, CFA® August 19, 2024

Schwab Network: “Fed put” is alive and well.

Scott Ladner August 15, 2024

Corporate Earnings Update: A (Mostly) Rosy Picture

Mike Dickson, Ph.D. August 15, 2024

Weekly Market Recap | 08/12/24

Zachary Hill, CFA® August 12, 2024

BNN Bloomberg: AI to boost productivity by 20-30%

Scott Ladner August 12, 2024

CNBC: Inflation has taken a back seat to employment and growth data

Scott Ladner August 12, 2024

Don’t Panic!

Mike Dickson, Ph.D. August 6, 2024

Investors Get Spooked

Mike Dickson, Ph.D. August 6, 2024

Weekly Market Recap | 08/05/24

Zachary Hill, CFA® August 5, 2024

Yahoo Finance: Friday’s Market Sell-Off a ‘Technical-Driven Unwind’

Scott Ladner August 2, 2024

The Comeback Kids

Mike Dickson, Ph.D. July 31, 2024

Weekly Market Recap | 07/29/24

Zachary Hill, CFA® July 29, 2024

The Case Against Pessimism

Zachary Hill, CFA® July 24, 2024

Weekly Market Recap | 07/22/24

Zachary Hill, CFA® July 22, 2024

Quarterly Report | The Road Ahead: Three Trends We’re Watching

Scott Ladner July 18, 2024

Are Rate Cuts Finally About to Happen?

Mike Dickson, Ph.D. July 16, 2024

Weekly Market Recap | 07/15/24

Zachary Hill, CFA® July 15, 2024

Q2 2024 – Strategies in Review

Zachary Hill, CFA® July 9, 2024

Q2 2024 Quarterly Webcast Replay

Horizon Investments July 9, 2024

Weekly Market Recap | 07/08/24

Zachary Hill, CFA® July 8, 2024

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA® July 3, 2024

CNBC: Need rate cuts to broaden the rally, not to keep it going

Scott Ladner July 3, 2024

Could Stocks Soar in the Second Half of ‘24?

Mike Dickson, Ph.D. July 2, 2024

Weekly Market Recap | 07/01/24

Zachary Hill, CFA® July 1, 2024

July is Hot!

Mike Dickson, Ph.D. June 26, 2024

Weekly Market Recap | 6/24/24

Zachary Hill, CFA® June 24, 2024

BNN Bloomberg: Is the Nvidia party over?

Zachary Hill, CFA® June 21, 2024

Schwab Network: Once The Fed Cuts, Will It Continue To Cut?

Scott Ladner June 21, 2024

The Best – Or the Rest?

Mike Dickson, Ph.D. June 18, 2024

Weekly Market Recap | 6/17/24

Zachary Hill, CFA® June 17, 2024

Schwab Network: When Will the Fed’s Easing Cycle Begin?

Zachary Hill, CFA® June 14, 2024

A Sunny Summer for Stocks?

Zachary Hill, CFA® June 13, 2024

Weekly Market Recap | 6/10/24

Zachary Hill, CFA® June 10, 2024

Is the Housing Market Cooling Off Fast?

Mike Dickson, Ph.D. June 4, 2024

Weekly Market Recap | 6/03/24

Zachary Hill, CFA® June 3, 2024

Simply Ncredible

Mike Dickson, Ph.D. May 30, 2024

Fox Business: Tech is where earnings growth is in second half of year

Scott Ladner May 29, 2024

Weekly Market Recap | 5/28/24

Zachary Hill, CFA® May 28, 2024

CNBC: What is the next-gen AI trade?

Scott Ladner May 24, 2024

Surprise! Foreign Markets Show Resilience

Mike Dickson, Ph.D. May 22, 2024

Fox Business: Generative AI is driving an ‘electrification boom’

Scott Ladner May 21, 2024

Weekly Market Recap | 5/20/24

Zachary Hill, CFA® May 20, 2024

In Fighting Shape

Mike Dickson, Ph.D. May 16, 2024

Schwab: Setting yourself up for long-term retirement income

Mike Dickson, Ph.D. May 14, 2024

Weekly Market Recap | 5/13/24

Zachary Hill, CFA® May 13, 2024

More Reasons to Stick With Stocks in Retirement

Mike Dickson, Ph.D. May 9, 2024

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner May 7, 2024

Yahoo! Finance: The new market needs a new catalyst

Scott Ladner May 7, 2024

Weekly Market Recap | 5/06/24

Zachary Hill, CFA® May 6, 2024

Will Strong Earnings Boost Investor Confidence?

Mike Dickson, Ph.D. May 1, 2024

Q1 2024 Report | Party Like It’s 1995?

Scott Ladner April 29, 2024

Weekly Market Recap | 4/29/24

Zachary Hill, CFA® April 29, 2024

U.S. Energy Independence: A Ballast to Economic Growth

Mike Dickson, Ph.D. April 24, 2024

Weekly Market Recap | 4/22/24

Zachary Hill, CFA® April 22, 2024

The Fed’s bar to hike is almost impossibly high at this point.

Scott Ladner April 22, 2024

Fox Business: Stop worrying about interest rates. (Unless you’re a small cap.)

Scott Ladner April 19, 2024

A Big Retail Sales Beat Points to a Robust U.S. Consumer

Mike Dickson, Ph.D. April 18, 2024

Weekly Market Recap | 4/15/24

Zachary Hill, CFA® April 15, 2024

Q1 2024 Review + Market Outlook Webcast

Scott Ladner April 12, 2024

BNN Bloomberg: How Exposed are You?

Mike Dickson, Ph.D. April 11, 2024

Q1 2024 – Strategies in Review

Zachary Hill, CFA® April 11, 2024

Investors Raise the Bar for First Quarter Earnings

Mike Dickson, Ph.D. April 11, 2024

Weekly Market Recap | 4/08/24

Zachary Hill, CFA® April 8, 2024

Can Stocks Keep Running?

Mike Dickson, Ph.D. April 3, 2024

Weekly Market Recap | 4/01/24

Zachary Hill, CFA® April 1, 2024

Schwab: We don’t think any rate move is happening in the next two months.

Zachary Hill, CFA® April 1, 2024

The Details Matter

Mike Dickson, Ph.D. March 27, 2024

Weekly Market Recap | 3/25/24

Zachary Hill, CFA® March 25, 2024

Are Fixed-Income’s Calm Waters About to Get Choppy?

Mike Dickson, Ph.D. March 20, 2024

Weekly Market Recap | 3/18/24

Zachary Hill, CFA® March 18, 2024

High Yield Action

Mike Dickson, Ph.D. March 13, 2024

Weekly Market Recap | 3/11/24

Zachary Hill, CFA® March 11, 2024

Schwab: Will inflation push rate cuts to September?

Mike Dickson, Ph.D. March 11, 2024

An Inflation Head-Fake?

Mike Dickson, Ph.D. March 7, 2024

Fox: There’s some politicization about the Fed in reality

Scott Ladner March 7, 2024

CNBC: What’s ahead for the markets in March?

Scott Ladner March 4, 2024

Weekly Market Recap | 3/04/24

Zachary Hill, CFA® March 4, 2024

Addressing Retirees’ Concerns with Rebalancing

John Bryant, CFA® February 28, 2024

A World of Opportunity

Mike Dickson, Ph.D. February 28, 2024

Weekly Market Recap | 2/26/24

Zachary Hill, CFA® February 26, 2024

Weekly Market Recap | 2/20/24

Zachary Hill, CFA® February 20, 2024

A Stock Market Moment 52 Years in the Making

Zachary Hill, CFA® February 15, 2024

Market Update with Zach Hill, CFA® | February 2024

Zachary Hill, CFA® February 13, 2024

Weekly Market Recap | 2/12/24

Zachary Hill, CFA® February 12, 2024

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner February 12, 2024

People Have Power!

Zachary Hill, CFA® February 7, 2024

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner February 7, 2024

Weekly Market Recap | 2/05/24

Horizon Investments February 5, 2024

Good Vibes

Mike Dickson, Ph.D. February 1, 2024

Weekly Market Recap | 1/29/24

Zachary Hill, CFA® January 29, 2024

Stocks Hit New Highs. Now What?

Mike Dickson, Ph.D. January 25, 2024

Bloomberg Radio: Is it Japan’s time to shine?

Scott Ladner January 25, 2024

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA® January 24, 2024

CNBC: Markets will see more gains this year, led by under-hyped tech stocks

Scott Ladner January 23, 2024

Fox Business: You can’t invest in China, ‘the economy’s doomed’

Scott Ladner January 22, 2024

BNN Bloomberg: Will AI raise revenue per employee?

Scott Ladner January 22, 2024

Weekly Market Recap | 1/22/24

Zachary Hill, CFA® January 22, 2024

Will Housing Spoil the Inflation Party?

Mike Dickson, Ph.D. January 18, 2024

Bloomberg: How does credit card debt relate to a growing economy?

Mike Dickson, Ph.D. January 17, 2024

Weekly Market Recap | 1/16/24

Zachary Hill, CFA® January 16, 2024

Q4 2023 Quarterly Focus Article

Scott Ladner January 12, 2024

Q4 2023 – Strategies in Review

Zachary Hill, CFA® January 12, 2024

When Diversification Doesn’t Diversify

Mike Dickson, Ph.D. January 11, 2024

Q4 2023 Review + Market Outlook Webcast

Scott Ladner January 11, 2024

Weekly Market Recap | 1/08/24

Zachary Hill, CFA® January 9, 2024

Fox Business: It was not a normal business cycle.

Scott Ladner January 4, 2024

Weekly Market Recap | 1/02/24

Zachary Hill, CFA® January 2, 2024

Q4 2023 Review & Market Outlook Registration

Horizon Investments January 2, 2024

Tech Investors Still Trying to Catch Up

Mike Dickson, Ph.D. December 20, 2023

Weekly Market Recap | 12/18/23

Zachary Hill, CFA® December 18, 2023

Credit Card Debt? Surfing, Not Drowning

Mike Dickson, Ph.D. December 14, 2023

Weekly Market Recap | 12/11/23

Zachary Hill, CFA® December 11, 2023

Perking Up!

Mike Dickson, Ph.D. December 7, 2023

Weekly Market Recap | 12/04/23

Zachary Hill, CFA® December 4, 2023

Bloomberg: Scott Ladner on Markets and Strategy

Scott Ladner December 4, 2023

Small Packages

Zachary Hill, CFA® November 30, 2023

Get Your Time Back with an Efficient RMD Strategy

Mike Dickson, Ph.D. November 29, 2023

Weekly Market Recap | 11/27/23

Zachary Hill, CFA® November 27, 2023

CNBC: Divergence in stock performance

Scott Ladner November 17, 2023

A Good Option

Mike Dickson, Ph.D. November 17, 2023

The Claman Countdown: Big Tech and Investing Advice

Scott Ladner November 17, 2023

CIO Scott Ladner on BNN Powell’s Comments on Rising Rates

Scott Ladner November 14, 2023

Weekly Market Recap | 11/13/23

Zachary Hill, CFA® November 13, 2023

Memo to Stocks: On Your Mark, Get Set…

Mike Dickson, Ph.D. November 9, 2023

Weekly Market Recap | 11/06/23

Zachary Hill, CFA® November 6, 2023

A Hard Road

Mike Dickson, Ph.D. November 1, 2023

Masterclass: Portfolio Construction with Austin Fitch, CFA®

Austin Fitch, CFA® October 31, 2023

Weekly Market Recap | 10/30/23

Zachary Hill, CFA® October 30, 2023

A Roaring U.S. Economy?

Mike Dickson, Ph.D. October 29, 2023

The Homebuyer Blues

Mike Dickson, Ph.D. October 26, 2023

Q3 2023 Quarterly Focus Article

Scott Ladner October 25, 2023

Weekly Market Recap | 10/23/23

Zachary Hill, CFA® October 23, 2023

CIO Scott Ladner joins BNN Bloomberg to discuss investing amid high rates.

Scott Ladner October 23, 2023

Q3 2023 – Strategies in Review

Zachary Hill, CFA® October 19, 2023

Weekly Market Recap | 10/16/23

Zachary Hill, CFA® October 16, 2023

Q3 2023 Review + Market Outlook Webcast

Scott Ladner October 10, 2023

Weekly Market Recap | 10/09/23

Zachary Hill, CFA® October 9, 2023

Is Fixed Income Broken?

Mike Dickson, Ph.D. October 5, 2023

CNBC: The Bear Case for Consumer Staples

Scott Ladner October 3, 2023

Advisor Sentiment Survey Results

Austin Fitch, CFA® October 3, 2023

Weekly Market Recap | 10/02/23

Zachary Hill, CFA® October 2, 2023

Dollar Dollar Bill, Y’all!

Zachary Hill, CFA® September 28, 2023

Weekly Market Recap | 9/25/23

Zachary Hill, CFA® September 25, 2023

BNN Bloomberg: Upside in markets, cyclical commodities, and more

Scott Ladner September 21, 2023

Two Signs of Stock Market Strength, Courtesy of the Bond Market

Mike Dickson, Ph.D. September 20, 2023

Market Update: Economic Data, Monetary Policy, and Current Market Positioning | September 18, 2023

Zachary Hill, CFA® September 18, 2023

Weekly Market Recap | 9/18/23

Zachary Hill, CFA® September 18, 2023

Could An Oil Boom Bust The Economy?

Mike Dickson, Ph.D. September 14, 2023

Weekly Market Recap | 9/11/23

Zachary Hill, CFA® September 11, 2023

Do You Remember…a Stock Slide in September?

Mike Dickson, Ph.D. September 6, 2023

Weekly Market Recap | 9/05/23

Zachary Hill, CFA® September 5, 2023

Weekly Market Recap | 8/28/23

Zachary Hill, CFA® August 28, 2023

A Possible Peak Soft Landing & A.I. Potential | Schwab Network

Scott Ladner August 25, 2023

Haven’t Got Time For The Pain

Zachary Hill, CFA® August 23, 2023

Weekly Market Recap | 8/21/23

Zachary Hill, CFA® August 21, 2023

Turbulence Ahead?

Zachary Hill, CFA® August 17, 2023

Fox News | This AI boom is fundamentally important to the economy

Scott Ladner August 16, 2023

Weekly Market Recap | 8/14/23

Zachary Hill, CFA® August 14, 2023

Call Me!

Mike Dickson, Ph.D. August 9, 2023

Weekly Market Recap | August 7, 2023

Zachary Hill, CFA® August 7, 2023

Market Update: Fed, Microeconomics, and Macroeconomics | August 7, 2023

Zachary Hill, CFA® August 7, 2023

No hike but high rates, where do you put the money?

Scott Ladner August 4, 2023

Are The “Magnificent 7” Tech Stocks Ready to Share the Road?

Mike Dickson, Ph.D. August 3, 2023

Weekly Market Recap | July 31, 2023

Zachary Hill, CFA® July 31, 2023

It Ain’t Over ‘Til It’s Over

Zachary Hill, CFA® July 27, 2023

TD Ameritrade July 24, 2023 | The Importance of A.I. In Upcoming Earnings

Scott Ladner July 24, 2023

Weekly Market Recap | July 24, 2023

Zachary Hill, CFA® July 24, 2023

CNBC July 24, 2023 | CIO Scott Ladner

Scott Ladner July 24, 2023

Potential Opportunity Beneath the Market’s Calm Surface

Mike Dickson, Ph.D. July 19, 2023

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA® July 19, 2023

Q2 2023 Quarterly Focus Article

Scott Ladner July 17, 2023

Q2 2023 Review + Market Outlook Webcast

Scott Ladner July 14, 2023

Q2 2023 – Strategies in Review

Zachary Hill, CFA® July 14, 2023

A Narrow Upward Path—For Now

Mike Dickson, Ph.D. July 12, 2023

Weekly Market Recap | July 10, 2023

Zachary Hill, CFA® July 10, 2023

“The strength of the US labor market is almost unbelievable…”

Scott Ladner July 6, 2023

Weekly Market Recap | July 3, 2023

Zachary Hill, CFA® July 3, 2023

Investors Keep Calm and Carry On

Mike Dickson, Ph.D. June 29, 2023

Weekly Market Recap | June 26, 2023

Zachary Hill, CFA® June 26, 2023

Market could see some correction in the near-term

Zachary Hill, CFA® June 23, 2023

The Retirement Income Challenge

Mike Dickson, Ph.D. June 21, 2023

Homes! Homes! Homes!

Mike Dickson, Ph.D. June 21, 2023

Weekly Market Recap | June 20, 2023

Zachary Hill, CFA® June 20, 2023

Does This Market Have Staying Power?

Mike Dickson, Ph.D. June 13, 2023

Weekly Market Recap | June 12, 2023

Zachary Hill, CFA® June 12, 2023

Jobs! Jobs! Jobs!

Mike Dickson, Ph.D. June 6, 2023

Weekly Market Recap | June 5, 2023

Zachary Hill, CFA® June 5, 2023

CIO Scott Ladner joined TD Ameritrade Network to discuss A.I.

Scott Ladner June 2, 2023

Tech Sector Thumbs Its Nose at Higher Rates

Zachary Hill, CFA® May 31, 2023

Weekly Market Recap | May 30, 2023

Zachary Hill, CFA® May 30, 2023

Horizon Investments | Mid-Quarter Update

Scott Ladner May 30, 2023

Guess What’s Beating the Nasdaq?

Mike Dickson, Ph.D. May 24, 2023

Weekly Market Recap | May 22, 2023

Zachary Hill, CFA® May 22, 2023

A One-Stock Army?

Zachary Hill, CFA® May 17, 2023

Regional Banks: Smaller than you think

Mike Dickson, Ph.D. May 11, 2023

Market Update: Earnings, Fed, and Outlook | May 8, 2023

Zachary Hill, CFA® May 8, 2023

Will Lower Volatility Mean Higher Stock Prices?

Mike Dickson, Ph.D. May 3, 2023

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

Scott Ladner April 27, 2023

The Wheat and the Chaff

Mike Dickson, Ph.D. April 27, 2023

Q1 2023 – Strategies in Review

Zachary Hill, CFA® April 24, 2023

Too Much of Nothing

Mike Dickson, Ph.D. April 19, 2023

A Tale of Two Markets

Mike Dickson, Ph.D. April 12, 2023

Tactical Management: Global, Flexible, Dynamic

Mike Dickson, Ph.D. March 31, 2023

It Just Got Extreme Between Tech and Small-Caps

Zachary Hill, CFA® March 29, 2023

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

Horizon Investments March 27, 2023

What Happens When The Fed Stops Raising Rates?

Mike Dickson, Ph.D. March 23, 2023

Shades of ’87 as Treasury Yields Plummet

Mike Dickson, Ph.D. March 15, 2023

Semiconductors Spark Investors’ Hope

Mike Dickson, Ph.D. March 9, 2023

Surprise! Pending Home Sales Surge

Mike Dickson, Ph.D. March 2, 2023

Zach Hill, CFA® joined ‘Squawk Box’ to discuss what’s happening in the microeconomic economy

Zachary Hill, CFA® February 22, 2023

Emerging Risks in U.S. Stocks

Zachary Hill, CFA® February 16, 2023

Fast Take: February 10, 2023 | Market Insights with Zach Hill, CFA®

Zachary Hill, CFA® February 10, 2023

Using non-traditional data to quantitatively identify high-quality companies.

Clark Allen, CFA® February 10, 2023

Risky Stocks Are All The Rage—But Will It Last?

Mike Dickson, Ph.D. February 10, 2023

This Bond Market Signal May Be Good News for Stocks

Zachary Hill, CFA® February 2, 2023

Q4 2022 – Strategies in Review

Zachary Hill, CFA® January 30, 2023

Q4 Focus 2022: Navigating The Unknown

Scott Ladner January 30, 2023

International Stocks: Back in the Driver’s Seat?

Zachary Hill, CFA® January 25, 2023

When Risk Management Fails

Mike Dickson, Ph.D. January 19, 2023

Q4 2022 FOCUS Webcast

Horizon Investments January 18, 2023

Zach Hill, CFA® joined Worldwide Exchange to discuss equities ahead of CPI report

Zachary Hill, CFA® January 12, 2023

Zach Hill, CFA® joined Reuters – calls the recent rally in equities “not compatible with what the Fed wants”

Zachary Hill, CFA® January 12, 2023

It’s a Bizarre World for Growth and Value Stocks

Mike Dickson, Ph.D. January 11, 2023

Scott Ladner’s thoughts on the market for 2023

Scott Ladner January 10, 2023

Scott Ladner on ‘Mornings with Maria’: Will Headwinds be Tailwinds?

Scott Ladner January 6, 2023

Zach Hill, CFA® joined Squawk Box to weigh in on expectations for 2023

Zachary Hill, CFA® January 5, 2023

Zach Hill, CFA® weighs in on Big Tech in The Wall Street Journal

Zachary Hill, CFA® January 5, 2023

Scott Ladner on CNBC Worldwide Exchange

Scott Ladner December 29, 2022

Fast Take: December 22, 2022 | Market Insights with Zach Hill, CFA®

Zachary Hill, CFA® December 22, 2022

A Double Whammy For The Ages

Zachary Hill, CFA® December 21, 2022

Consumers will have ‘more resilience’ in 2023

Horizon Investments December 19, 2022

Exciting Times for the Slow and Steady

Mike Dickson, Ph.D. December 15, 2022

Hard Truths About Soft Landings

Zachary Hill, CFA® December 8, 2022

Final Fed meeting has potential to be a ‘market mover’

Horizon Investments December 7, 2022

Muted Market Reaction from Bad Jobs Report

Horizon Investments December 7, 2022

Ho-Ho-High-Yield! Tis the season…for junk?

Mike Dickson, Ph.D. November 30, 2022

Zach Hill, CFA® joined Squawk Box to talk about the markets

Horizon Investments November 28, 2022

Fast Take: Nov. 22 2022 | Market Update With Zach Hill, CFA®

Zachary Hill, CFA® November 22, 2022

Inflation To Turkeys: Get Stuffed!

Horizon Investments November 22, 2022

When It’s Time to Change

Horizon Investments November 15, 2022

Is the market getting ahead of itself after signs of cooling inflation?

Horizon Investments November 11, 2022

We are seeing moves in market leaders

Horizon Investments November 10, 2022

Fed’s inflation tools are taking time to work

Horizon Investments November 9, 2022

3Q Earnings: Looking Under the Hood for Opportunities

Horizon Investments November 2, 2022

Market Moves From Inflation Fears To Recession Fears

Horizon Investments November 1, 2022

Wall Street Journal quotes Ron Saba regarding interest rate squeeze

Horizon Investments November 1, 2022

Homebuyers Impacted by Inflation, Prices, and Rates

Horizon Investments October 28, 2022

Zach Hill, CFA®, joined CNBC to discuss earnings expectations

Horizon Investments October 26, 2022

CIO Scott Ladner on Fox Business: the economy and expectations for 2023

Horizon Investments October 26, 2022

Negative Demand Shock is on the Horizon

Horizon Investments October 25, 2022

CIO Scott Ladner weighs in on Tech buys with Liz Claman

Horizon Investments October 21, 2022

Interest Rates are Driving Equity Volatility

Horizon Investments October 21, 2022

Some—Gasp!—Good News About Inflation

Horizon Investments October 19, 2022

The FED means business about knocking out inflation

Horizon Investments October 15, 2022

2022 Q3 – Strategies in Review

Horizon Investments October 13, 2022

2022 Q3 Focus Webcast

Horizon Investments October 12, 2022

Zach Hill on Yahoo! Finance

Horizon Investments October 5, 2022

CIO Scott Ladner on BNN Bloomberg

Horizon Investments October 4, 2022

CIO Scott Ladner Talks Fed Policy with CNBC

Horizon Investments September 29, 2022

What Rises Typically Converges

Horizon Investments September 28, 2022

CIO Scott Ladner joins Maria Bartiromo on Fox News Media

Horizon Investments September 27, 2022

For Inflation and Interest Rates, We Expect “Higher For Longer”

Horizon Investments September 20, 2022

Zach Hill, CFA® gives insights after CPI Reading on Reuters TV

Horizon Investments September 13, 2022

Europe Hits the Brakes

Horizon Investments September 12, 2022

Markets need to see at least three months of improvement in CPI prints

Horizon Investments September 12, 2022

Fast Take: Market Update

Zachary Hill, CFA® September 8, 2022

Stocks Close Lower to Start Trading Week

Horizon Investments September 6, 2022

Here’s what investors expect the August jobs report to say

Horizon Investments September 2, 2022

Stock Market Moving From Inflation to Recession Fears

Horizon Investments September 1, 2022

Demand for new homes is down – what does that mean for investors?

Horizon Investments August 31, 2022

What Constitutes a Recession?

Horizon Investments August 24, 2022

A Tale of Two Markets

Horizon Investments August 22, 2022

Does This Rally Have Legs?

Horizon Investments August 17, 2022

Wild Swings In Short-Term Treasury Yields = A Wild Ride For Stocks

Horizon Investments August 10, 2022

What Are Bond Yields Telling Us Today?

Horizon Investments August 3, 2022

Strong Dollar Creates Earnings Headwinds for U.S. Multinationals

Horizon Investments July 25, 2022

Scott Ladner joins Worldwide Exchange

Horizon Investments July 25, 2022

Tug of War | Inflation vs Growth

Horizon Investments July 25, 2022

2022 Q2 – Strategies in Review

Horizon Investments July 25, 2022

Sky-High Earnings Expectations Need to Fall

Horizon Investments July 12, 2022

Stocks Rack Up Rare Back-to-Back Losses

Horizon Investments July 6, 2022

Keep Calm and Carry On

Horizon Investments June 28, 2022

Zach Hill, CFA, joined Yahoo Finance Live to discuss recession possibilities

Horizon Investments June 23, 2022

Mortgage Payments Are Through the Roof

Horizon Investments June 22, 2022

Zach Hill, CFA®, shared his thoughts on the market with Reuters

Horizon Investments June 15, 2022

CIO Scott Ladner discussed inflation on ‘Word on Wall Street’

Horizon Investments June 13, 2022

Déjà Vu All Over Again

Horizon Investments June 7, 2022

Stocks Soar—But Is Relief Really On The Way?

Horizon Investments June 1, 2022

CIO Scott Ladner on Bloomberg Quicktake

Horizon Investments May 25, 2022

Are You Capturing the Opportunities in Stocks Today?

Horizon Investments May 25, 2022

Horizon Investments Mid-Quarter Update

Horizon Investments May 24, 2022

Inflationary pressure and market sell-off

Horizon Investments May 23, 2022

CIO Scott Ladner joined Liz Claman to share his thoughts on sectors, geopolitical risk, and the Fed

Horizon Investments May 12, 2022

Nowhere to Hide for Traditional Balanced Investors

Horizon Investments May 12, 2022

Scott Ladner talks macroeconomics and a global view on markets with Ausbiz.

Horizon Investments May 11, 2022

Equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again

Horizon Investments May 11, 2022

Stocks fell hard following the FOMC meeting announcement

Horizon Investments May 11, 2022

Horizon’s Zach Hill weighs in and is quoted in this Reuters story.

Horizon Investments May 11, 2022

Scott sheds light on the micro vs macro market drivers.

Horizon Investments May 11, 2022

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments May 10, 2022

There’s something strange happening with energy ETFs.

Horizon Investments May 10, 2022

Tech Giants Lost $1 Trillion in Value As Sell-Off Continues

Horizon Investments May 10, 2022

The Fed’s Clarity Boosts Stocks—But For How Long?

Scott Ladner May 5, 2022

Are Bonds No Longer A Safe Haven For Investors?

Horizon Investments April 28, 2022

The “Fear Index” For Bonds Has Markets On Edge

Horizon Investments April 28, 2022

Making Sense of Investment Categories & Ratings Systems

Horizon Investments April 26, 2022

The Preservation Puzzle: When to Change

Horizon Investments April 25, 2022

Noise & Financial Planning

Horizon Investments April 22, 2022

Annuities in a Goals-Based Framework

Horizon Investments April 22, 2022

Active financial advice is the new reality

Horizon Investments April 22, 2022

Best Month for Stocks Now Faces Off With Fed, Inflation Catch

Horizon Investments April 21, 2022

Market Volatility

Horizon Investments April 21, 2022

Consumers are getting out of the house—and bringing their wallets.

Horizon Investments April 21, 2022

Reading the Corporate Tea Leaves

Horizon Investments April 7, 2022

Economic Health

Horizon Investments April 4, 2022

Stocks fluctuate to end whirlwind week

Horizon Investments April 4, 2022

Fed Finally Moves Against Inflation!

Horizon Investments April 4, 2022

Wall Street adds to gains!

Horizon Investments April 4, 2022

Dead Money?

Horizon Investments April 1, 2022

Could geopolitical conflicts impact the Fed’s rate hike timeline?

Horizon Investments April 1, 2022

Stock Market outlook with Scott Ladner

Horizon Investments April 1, 2022

Market Volatility

Horizon Investments April 1, 2022

Will the Federal Reserve run to the rescue?

Horizon Investments April 1, 2022

Mornings with Maria

Horizon Investments March 31, 2022

Is 80/20 the new 60/40?

Horizon Investments March 31, 2022

Beyond the Bond

Horizon Investments March 31, 2022

One sector’s secret weapon against rising inflation

Horizon Investments March 30, 2022

Market Recap: Friday, January 7

Horizon Investments March 30, 2022

Kevin O’Leary on how to position a portfolio in a rising inflation environment

Horizon Investments March 30, 2022

Flush with new cash!

Horizon Investments March 30, 2022

Defensive Stocks and what we could see in the new year

Horizon Investments March 30, 2022

Surging inflation sparks another sell off for stocks

Horizon Investments March 30, 2022

The waiting game is almost over! Zachary Hill, CFA weighs in on the Fed’s decision coming tomorrow.

Horizon Investments March 30, 2022

Investors are despondent—but there’s a silver lining

Zachary Hill, CFA® March 24, 2022

Fed Set to Ramp Up Rate Hikes To Fight Inflation

Zachary Hill, CFA® March 17, 2022

The True Value of Financial Advice

Horizon Investments March 16, 2022

The Critical 5% – Financial Planning for Normal & Abnormal Markets

Horizon Investments March 16, 2022

Parabolic Commodities Rally Darkens Economic Outlook

Horizon Investments March 10, 2022

Using an 80 /20 Portfolio with Risk Mitigation to Replace a 60/40

Horizon Investments March 4, 2022

Does Oil’s Spike Mean Stagflation Is in America’s Future?

Horizon Investments March 3, 2022

Ukraine Attack Ignites Economic Fear

Horizon Investments February 25, 2022

Any Retirement Salvation? Puny Bond Yields in a Rate-Hiking Cycle

Horizon Investments February 17, 2022

$100 Oil in Sight, But Energy Supply & Demand Is Balanced Again

Scott Ladner February 10, 2022

Disappearing Foreclosures Add to Home Price Inflation

Scott Ladner February 1, 2022

Ripping Off the Easy-Money Band Aid

Scott Ladner January 28, 2022

No Relief: Used Cars and Trucks Once Again Drove Up Inflation

Scott Ladner January 13, 2022

Is Inflation Pressure Easing? Factory Input Costs Tumble Again

Scott Ladner January 6, 2022

Many Americans Give Up on Inflation Remaining Tame

Scott Ladner December 16, 2021

Another High Inflation Reading Pressures Fed to Speed Up the Taper

Scott Ladner December 10, 2021

Booming U.S. Helps Snuff Out Fed’s ‘Transitory’ View of Inflation

Scott Ladner December 2, 2021

Did We Just Reach Peak Inflation Pain?

Scott Ladner November 18, 2021

Inflation Sticker Shock Is Spreading to More Everyday Products

Scott Ladner November 11, 2021

Skyrocketing Energy Prices Bring Back Bad 1970s Memories

Scott Ladner October 6, 2021

The Biggest Retirement Fear: Outliving My Money

Scott Ladner September 30, 2021

Many GenXers Agree: It’ll Take a Miracle to Have a Secure Retirement

Scott Ladner September 23, 2021

Long-Term Care Costs as Much as a New Porsche Sports Car

Scott Ladner September 16, 2021

Americans Seek Advice Amid Social Security’s Financial Stress

Scott Ladner September 9, 2021

Powell Sees `Transitory’ Inflation; Shipping Offers Another Clue

Scott Ladner September 2, 2021

Ouch! Plunging Chinese Stocks Lag U.S. Equities by 32% in 2021

Scott Ladner August 26, 2021

Does It Make Sense to Invest in Stocks When They’re at Record Highs?

Scott Ladner August 19, 2021

Over 65 Years Old and Working? It’s Not as Common Anymore

Scott Ladner August 12, 2021

Corporate America’s Profit Machine Is as Strong as Ever

Ty Stevens August 5, 2021

Are Glide Path Strategies Still a Good Option for Retirement?

Ty Stevens July 29, 2021

Junk-Bond Yields Don’t Provide Much of a Cushion Against Inflation

Ty Stevens July 22, 2021

Bond Market Fireworks Force a Stumble in Stocks

Ty Stevens July 8, 2021

Abnormally Low Interest Rates Remain, Even If Fed Hikes in 2023

Ty Stevens June 24, 2021

Pandemic Economic Weirdness Captured in One Chart

Scott Ladner June 16, 2021

Home Prices to the Moon? Americans Say `No Thanks’

Scott Ladner June 9, 2021

Pandemic’s Effect Erased in Job Market; Are We Back to Normal?

Scott Ladner June 1, 2021

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

Scott Ladner May 17, 2021

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

Scott Ladner May 5, 2021

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

Scott Ladner April 30, 2021

Inflation Fixation, Bubble Trouble

Scott Ladner April 28, 2021

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

Scott Ladner April 22, 2021

Many Investors Tried to Trade the Pandemic Plunge in Stocks

Scott Ladner April 8, 2021

Widows Are at Higher Risk of Falling Into Poverty

Scott Ladner March 31, 2021

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

Scott Ladner March 23, 2021

Horizon Strategist Zachary Hill – Beyond Meme Stocks – an ETF Trends Webinar

Scott Ladner March 22, 2021

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

Scott Ladner March 18, 2021

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

Scott Ladner March 16, 2021

Scott Ladner’s Interview on CNBC Pro

Scott Ladner March 12, 2021

Soaring Innovation Companies Go Cold as Interest Rates Rise

Scott Ladner March 8, 2021

Is now the time for ESG?

Scott Ladner March 3, 2021

Horizon CIO Scott Ladner discusses the Expanding S&P 500 ESG Index

Scott Ladner March 3, 2021

Fed’s Powell Battles Wall Street’s Bond Bears

Scott Ladner March 3, 2021

You May Need a Bigger Down Payment for a New Home

Scott Ladner February 26, 2021

Emerging Markets Are Surging – And Evolving

Scott Ladner February 23, 2021

Inflation Could Be Coming, Are You Ready?

Scott Ladner February 17, 2021

Disappearing Junk Bond Yields

Scott Ladner February 12, 2021

Horizon CIO Scott Ladner discusses China in a DWS webinar

Scott Ladner February 12, 2021

CIO Scott Ladner Optimistic About 2021

Scott Ladner February 12, 2021

Do Bonds Really Offset the Stock Market’s Declines?

Scott Ladner February 11, 2021

High & Mighty Stocks; Feeling Inflationary?; Game Stopped

Scott Ladner February 5, 2021

If Inflation Returns, Bond’s Diversification Power May Disappear

Scott Ladner February 4, 2021

Are Investors Underappreciating Risk?

Mike Dickson, Ph.D.

Some assets may have rallied too far, too fast Investors have breathed multiple sighs of relief in recent weeks as the Trump administration has dialed

BNN Bloomberg: Market outlook amid ongoing trade war negotiations

Scott Ladner

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Weekly Market Recap | 05/19/2025

Zachary Hill, CFA®

What Happened Last Week Risk On: Investors funded a bid for higher beta equities and boosted growth, tech, and discretionary stocks by selling defensives. Trade

Yahoo Finance: This is the ‘number one place to play offense,’ strategist says

Zachary Hill, CFA®

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A Tariff Turnaround

Zachary Hill, CFA®

Despite lower levies for now, uncertainty remains On Monday, the U.S. and China announced that they will temporarily suspend the high import tariffs they imposed

Weekly Market Recap | 05/12/2025

Zachary Hill, CFA®

What Happened Last Week Markets Listless: Equity markets consolidated with notably lower volatility last week as investors digested the U.S.-UK trade framework and expectations for

Bloomberg: U.S.-China Tariff Truce Positive But Trump “Negotiates Against Himself”

James Abate

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It’s Been Two Decades Since Stocks Did This

Zachary Hill, CFA®

A lengthy run for the S&P 500 These days, the stock market is showing up on both the “best of” and “worst of” lists. For

Weekly Market Recap | 05/05/2025

Zachary Hill, CFA®

What Happened Last Week Stocks Rally: The S&P 500 rallied for nine straight days to close above pre-Liberation Day levels. Better Than Feared Data: Payrolls

A Near-Historic 100 Days For Stocks

Zachary Hill, CFA®

Equity investors should look beyond the usual suspects these days This week marks the 100th day of President Trump’s current term in the White House.

FOX Business: Trump tariff deals can’t come fast enough, CIO says

Scott Ladner

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Weekly Market Recap | 04/28/2025

Zachary Hill, CFA®

What Happened Last Week Easing Fears: Equities rallied, led by the Mag 7, as tariffs, Powell firing fears, and DOGE-related cuts all eased. Positioning Snapback

Wall Street Journal: Dow Headed for Worst April Since 1932 as Investors Send ‘No Confidence’ Signal

Scott Ladner

A Challenge to the “U.S. Exceptionalism” Trade?

Mike Dickson, Ph.D.

Market participants have fled dollar-based assets, leading to dollar weakness The U.S. dollar has experienced a sharp decline this year through April 17, falling 9.8%

Horizon Investments’ Acquisition of Centre Asset Management Has Closed, Further Enhancing Firm’s Investment Solutions Capabilities

Horizon Investments

CHARLOTTE, NC (April 22, 2025) – Horizon Investments, LLC, a leader in providing the financial advisor community with highly customized investment and technology solutions, is

Washington Post: Markets fall as Trump renews attack against Fed chair

Zachary Hill, CFA®

Weekly Market Recap | 04/21/2025

Zachary Hill, CFA®

What Happened Last Week Yields Stabilized: Despite Trump’s consideration of firing Powell, 10-year yields declined, supported by several solid Treasury auctions. Equity Volatility Eased: Selling

Bloomberg TV: Earnings Estimates Not Important This Cycle: Horizon CIO

Scott Ladner

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CNBC: Dow drops nearly 700 points, Nasdaq tumbles 3% in tech-driven sell-off: Live updates

Zachary Hill, CFA®

Is The Worst Behind Us?

Mike Dickson, Ph.D.

Although uncertainty remains, perpetual market swings may be less frequent While still higher than what Wall Street would prefer, market volatility has trended lower this

Q1 2025 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies The first quarter was one of volatility and investor whiplash that felt much worse than it was, although the early April price action

Weekly Market Recap | 04/14/2025

Zachary Hill, CFA®

What Happened Last Week Equities: The S&P 500 surged 5.7%, yet frequent trade policy reversals, weak confidence, and a lack of a major valuation discount

Schwab Network: ‘Not a Disaster Economy’, but Markets Need Clarity

Scott Ladner

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America’s Tariff Hangover: What the Latest Data Tells Us

Scott Ladner

Short-Term Market Volatility Market volatility over the past week has been nothing short of historic. The two-day loss in the S&P 500 in the wake

BNN Bloomberg: Key takeaways on weakness in U.S. dollar

Scott Ladner

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Reuters: Trump tariffs anxiety: Individual investors flood advisers with calls but stay in the market

Austin Fitch, CFA®

Q1 2025 Quarterly Review & Market Outlook Webcast Replay

Horizon Investments

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Weekly Market Recap | 04/07/2025

Zachary Hill, CFA®

What Happened Last Week Tariff Shock: Trump’s huge tariffs—a 10% baseline already in effect and the “reciprocal” tranche to be implemented on April 9—threaten a

BNN Bloomberg: Where else could Trump implement tariffs next?

Scott Ladner

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These Stocks Have Come Alive in ‘25

Mike Dickson, Ph.D.

The power of diversification has been on display throughout 2025 Headline after headline this week highlighted that stocks posted their worst quarterly return since 2022—with

BBC News: Worst week for US stocks since Covid crash as China hits back on tariffs

Mike Dickson, Ph.D.

Evaluating the Short- and Long-Term Impacts of Liberation Day

Scott Ladner

Tariffs are taxes and taxes slow economic growth. The Trump administration’s newly announced tariff policy represents a ~$600 billion tax hike, roughly twice the size

Bloomberg: After ‘Liberation Day’ Comes ‘Obliteration Day’

Scott Ladner

Weekly Market Recap | 03/31/25

Zachary Hill, CFA®

What Happened Last Week Tariff Impact: Equity markets declined following Trump’s announcement of 25% auto sector tariffs, pushing U.S. tariffs to their highest level since

Schwab Network: Small-Caps Resilient Amid Market Volatility

Mike Dickson, Ph.D.

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Are There Opportunities in Smaller Stocks?

Mike Dickson, Ph.D.

History suggests a rebound could be in order The market’s smaller stocks are down—and it may be time to pick some up. While the S&P

Weekly Market Recap | 03/24/25

Zachary Hill, CFA®

What Happened Last Week Equity Consolidation: Intra-equity market volatility was calmer last week after a few weeks of sharp investor rotations out of the U.S.

Barron’s: The Fed is ‘Largely Irrelevant.’ Here’s Why.

Scott Ladner

The Lag 7

Mike Dickson, Ph.D.

The shift in market leadership continues The uncertainty weighing on stock prices lately has hit many of the market’s highest fliers the hardest—while some previously

CNBC: Ladner: Powell’s press conference is the main show today

Scott Ladner

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Schwab Network: Tech ‘Has to Be’ in Your Portfolio

Scott Ladner

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Weekly Market Recap | 03/17/25

Zachary Hill, CFA®

What Happened Last Week Market Correction Signals: S&P 500 falls for a fourth week—one of the quickest corrections in 75 years—as indices finish below key

Yahoo Finance: Why Wall Street is struggling to adapt to Trump 2.0

Scott Ladner

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Take A Breath

Mike Dickson, Ph.D.

Recent stock market losses are not as bad as they may seem Last week saw the S&P 500 have its worst week since September. The

Weekly Market Recap | 03/10/2025

Zachary Hill, CFA®

What Happened Last Week U.S. Sell-Off: Weak investor sentiment drove the S&P 500 to its third weekly decline, while the NASDAQ 100 entered correction territory.

Bloomberg Radio: US Stock Selloff Extends to APAC Markets

Scott Ladner

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REPLAY: Market Volatility Webinar

Horizon Investments

Join Scott Ladner, Chief Investment Officer, and Austin Fitch, CFA®, Head of Consulting Solutions on Monday, March 10 at 10:00 a.m. ET for an informative

Is the U.S. Economy Cooling Down?

Mike Dickson, Ph.D.

Consumers may be tapping the brakes on their spending The outlook for the U.S. economy took a hit recently—and investors will be watching carefully to

Special Report: The President Trump Seesaw

Zachary Hill, CFA®

The President Trump Seesaw: A Post-Inauguration Review of the Markets Over the last several weeks, President Trump’s White House and the Department of Government Efficiency

Risk Management Strategies: Professional Guide to Investment Protection

Horizon Investments

What Are Risk Management Strategies? Risk management strategies are systematic investment approaches to identifying, assessing, and mitigating potential risks while optimizing returns. These comprehensive strategies

Wealth Preservation: Safeguarding Your Financial Future

Horizon Investments

Understanding Wealth Preservation Wealth preservation refers to protecting and maintaining your financial assets to ensure long-term stability and growth. This practice is important for minimizing

Weekly Market Recap | 03/03/2025

Zachary Hill, CFA®

What Happened Last Week Sentiment Souring: Policy uncertainty is likely contributing to the deterioration in animal spirits. Slowdown Fears: Investor growth concerns were fueled in

Schwab Network: Emerging Markets Opportunities After U.S./Ukraine Meeting

Scott Ladner

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Déjà Vu As International Stocks Score Big

Mike Dickson, Ph.D.

The U.S. has been lagging Europe and China in recent months. It seems “America First” doesn’t apply to the financial markets these days, as several

Weekly Market Recap | 02/24/2025

Zachary Hill, CFA®

What Happened Last Week Equity Sentiment Falls: S&P 500 hits new all-time highs but small-caps and retail darlings suffer big losses. International Outperformance: The string

BNN Bloomberg: How the markets are reacting to approaching tariff deadline

Mike Dickson, Ph.D.

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FOX Business: Trump: Could end war in Ukraine within weeks

Scott Ladner

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What Has Small Business Owners Worried?

Zachary Hill, CFA®

Uncertainty is spiking, but optimism remains strong. The White House’s sweeping, and sometimes see-sawing, economic policy announcements on tariffs and other issues have a growing

Weekly Market Recap | 02/18/2025

Zachary Hill, CFA®

What Happened Last Week Tariffs: Markets welcomed Trump’s tariff delay, but skepticism raises the risk of more aggressive action down the line. Markets: Optimism over

A Small-Cap Surprise Party

Mike Dickson, Ph.D.

Earnings have been much better than expected thus far among the market’s small companies. Large-company stocks have outpaced their small-cap peers since the start of

Schwab Network: January Inflation Reports: Consumer Strong but Fed Done Cutting

Scott Ladner

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Weekly Market Recap | 02/10/2025

Zachary Hill, CFA®

What Happened Last Week Policy Uncertainty: Investors welcomed a delay in tariffs on Canada and Mexico. Sentiment Support: A weaker dollar, primarily driven by lower

Goals-Based Retirement Portfolios: Personalized Asset Management for Financial Success

Horizon Investments

What Are Goals-Based Retirement Portfolios? Goals-based retirement portfolios represent a differentiated approach to asset management that aligns investment strategies with an individual’s unique financial objectives

Goals-Based Investment Manager: Personalized Financial Guidance for Life Objectives

Horizon Investments

What is a Goals-Based Investment Manager? A goals-based investment manager typically creates and implements personalized investment solutions to address individual financial goals. Unlike a traditional

Yahoo Finance: Treasury’s refinancing may lead to bond market anxieties

Mike Dickson, Ph.D.

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Goals-Driven Investing: Transforming Asset Management for Personal Financial Empowerment

Horizon Investments

Understanding Goals-Driven Investing Goals-driven investing is a unique approach to asset management that places your personal financial objectives at the core of your investment strategy.

Goal-Based Investment Planning: Crafting Your Financial Future with Purpose

Horizon Investments

What is Goal-Based Investment Planning? Goal-based investment planning is a comprehensive approach to investment management that focuses on aligning investment strategies directly with specific, personalized

Goals-Based Asset Management: Personalized Wealth Strategy for Life Objectives

Horizon Investments

What is Goals-Based Asset Management? Goals-based asset management is a unique financial approach that aligns investment solutions with an individual’s financial objectives. Unlike traditional asset

What Could Tariffs Mean For Investors & Consumers?

Mike Dickson, Ph.D.

New import taxes on China, while Mexico and Canada get a reprieve for now. The trade war has started—albeit with a smaller opening shot than

Bloomberg: US-China Trade War Casts Shadow on Global Markets

Zachary Hill, CFA®

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Weekly Market Recap | 02/03/2025

Zachary Hill, CFA®

What Happened Last Week DeepSeek Dip: Tech stocks plunged due to fears of overinvestment in AI infrastructure following DeepSeek’s model release. Trump Tariffs: Tariff threats

Goals-Based Investment Manager: Personalized Financial Guidance for Life Objectives

Horizon Investments

BNN Bloomberg: Why the U.S. fed is on hold for the next several months

Scott Ladner

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BNN Bloomberg: Market reaction to BoC, U.S. fed rate decisions

Zachary Hill, CFA®

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AI in Flux

Mike Dickson, Ph.D.

What does Nvidia’s historic rout mean for investors? The bad news: AI darling Nvidia lost $593 billion in market capitalization on Monday—the single-greatest one-day plunge

Weekly Market Recap | 1/27/2025

Zachary Hill, CFA®

What Happened Last Week Dollar Decline: The dollar had its worst week in a year as no “day one” tariffs from the Trump administration lifted

Dance of the Dollar

Mike Dickson, Ph.D.

Will Trump’s tariffs push the greenback even higher? The U.S. dollar has risen sharply in value versus other world currencies in the past few months,

CNBC: Technology and AI are going to diffuse into the rest of the economy

Scott Ladner

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Horizon Investments Sponsors Its First Exchange Traded Funds, Names Clark Allen as Head of ETFs

Horizon Investments

CHARLOTTE, NC (January 23, 2025) – Horizon Investments, LLC, a provider to the financial advisor community of customizable investment and technology solutions, announced that

Money Life: ‘Earnings-driven market’ should post double-digit gains

Scott Ladner

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Weekly Market Recap | 1/21/2025

Zachary Hill, CFA®

What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and dovish Fed comments fueled a move lower in Treasury yields.

Schwab Network: What Real Yields Indicate About Economic Growth

Mike Dickson, Ph.D.

Watch Now Mike Dickson sees early-year volatility as ‘normal’, with positive signs from CPI, retail sales, and broadening sector strength beyond tech. Head of Research

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner

OVERVIEW Stocks posted mixed results during the fourth quarter of 2024. Investors were initially encouraged by positive economic news and an uncontested U.S. Presidential election,

Interest Rates: Rising for the Right Reasons?

Mike Dickson, Ph.D.

Will the U.S. economy’s growth machine keep on humming? Surging bond yields are rattling investors, fueling concerns that stocks may face turbulence ahead, driven by

Yahoo Finance: It’s growth, not inflation keeping rates higher

Scott Ladner

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Fox: Rising Yields & Fed Confusion: What’s Next for Markets?

Scott Ladner

Watch Video As stocks dip and Treasury yields climb, CIO Scott Ladner remains cautiously optimistic. Unlike 2022, when inflation and interest rate hikes were the

Q4 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies The choppy, volatile market environment continued in the final quarter of 2024. Still, in contrast to the prior quarter, global equities (MSCI

Weekly Market Recap | 1/13/2025

Zachary Hill, CFA®

What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured equities. Economic Strength: Strong jobs data showed resilience, but “good

BNN Bloomberg: Is the Fed losing its nonpartisan footing?

Scott Ladner

Watch Video Despite no significant changes in the economy, a shift in perspective has created market volatility and raised questions about the Fed’s outlook. Chief

Don’t Disdain Diversification

Mike Dickson, Ph.D.

Do top-heavy markets eventually spread out? Many investors have experienced extraordinary stock market gains over the past two years, with the S&P 500 up 26.3%

Q4 2024 Quarterly Review & Market Outlook Webcast Replay

Horizon Investments

Download Presentation

Weekly Market Recap | 1/6/2025

Zachary Hill, CFA®

What Happened Last Week Santa Rally Fizzles: The S&P 500 closed the week ~2% below its levels before the Fed’s rate cut in mid-December. Holiday

Yahoo Finance: “We don’t believe that rates don’t matter.”

Zachary Hill, CFA®

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Yahoo Finance: Divergence creates a ‘good setup’ for small-caps in 2025

Mike Dickson, Ph.D.

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Weekly Market Recap | 12/23/2024

Zachary Hill, CFA®

What Happened Last Week Hawkish Cut: The Fed cut 25 bp and pointed to a pause in their cutting cycle in January; economic projections and

BNN Bloomberg: U.S. market trends to watch in 2025

Zachary Hill, CFA®

Watch Now During a recent interview with BNN Bloomberg, Zach Hill highlighted key themes for 2025, including corporate resilience, deregulation, and earnings growth. However, recent

Time to Think Small?

Mike Dickson, Ph.D.

Small-cap stocks may offer tactical opportunities. Investors who expect a late-year, post-election rally in small-company stocks may need to be patient. Historically, December has been

Weekly Market Recap | 12/16/2024

Zachary Hill, CFA®

What Happened Last Week Equity Reprieve: U.S. large-cap gains paused last week despite a rally across the mega-cap growth complex led by AVGO. U.S. Inflation:

BNN Bloomberg: 2025 AI Theme: A “Prove Me Wrong” Scenario?

Mike Dickson, Ph.D.

Watch Now Broadcom hits a record high after proving nay-sayers wrong. How will the custom chip creator finish out the year? Head of Research Mike

Bitcoin Ascendant

Mike Dickson, Ph.D.

The digital currency seems to have the wind at its back these days. An ongoing post-election surge drove Bitcoin’s price above $100,000 for the first

Weekly Market Recap | 12/09/2024

Zachary Hill, CFA®

What Happened Last Week Fresh All-Time High: S&P notches another ATH, supported by mega-caps. Price Action: A weaker dollar drove international stocks outperformance. Payrolls: Good,

Yahoo Finance: Sectors to watch vs. sectors to avoid in 2025

Scott Ladner

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FOX Business: How can Americans invest ‘through the new normal’?

Scott Ladner

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Schwab Network: Santa Claus Rally Coming; 3 Rate Cuts Next Year

Mike Dickson, Ph.D.

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Look Beyond Today’s Stock Market Outperformers

Mike Dickson, Ph.D.

Opportunities outside of the top performers. It’s no secret that a small number of stocks in the S&P 500 have been largely responsible for the

Weekly Market Recap | 12/02/2024

Zachary Hill, CFA®

What Happened Last Week All-Time Highs: Both domestic large- and small-caps hit fresh all-time highs over the holiday-shortened trading week. Rates Lower: Treasury yields fell

Bloomberg Technology | China’s Tech, Tesla’s Surge, Bitcoin’ Stall

Scott Ladner

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Weekly Market Recap | 11/25/2024

Zachary Hill, CFA®

What Happened Last Week Stocks Rose: S&P 500 closed within a hair of all-time highs on the back of easing growth concerns, Trump’s cabinet picks,

BNN Bloomberg: The Latest Homebuilder Data

Scott Ladner

The latest homebuilder data could provide some promising signals for the housing market. Chief Investment Officer Scott Ladner visited BNN Bloomberg to discuss how potential

Investors Cheer Strong Corporate Profits

Mike Dickson, Ph.D.

Positive earnings surprises are back on track. With more than 90% of the companies in the S&P 500 index reporting their earnings results, we now

Horizon Investments Announces New Acquisition, Bringing Centre Asset Management into Fold to Augment Range of Investment Solutions

Horizon Investments

CHARLOTTE, NC (November 19, 2024) – Horizon Investments, LLC, a leader in providing the financial advisor community with highly customized investment and technology solutions, today

Schwab Network: What’s next for small caps and the Fed?

Scott Ladner

Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a recent appearance on Schwab network. From the ongoing bond volatility

Bloomberg: The U.S. economy remains resilient

Zachary Hill, CFA®

Listen Now

Weekly Market Recap | 11/18/2024

Zachary Hill, CFA®

What Happened Last Week Price Action: Headline equities sold off as investors digested marginally hawkish Fed commentary and Trump’s cabinet picks. Controversial Cabinet Picks: RFK

Yahoo Finance: Embrace Volatility

Mike Dickson, Ph.D.

While inflation remains sticky in areas like services and housing, Mike sees an opportunity to navigate this complexity. He spotlighted healthcare as a potential hidden

Aahhhh…

Mike Dickson, Ph.D.

With election results finalized, investors take a breath. The election is over—and financial markets are breathing a huge sigh of relief. Case in point: Investors

Schwab Network: The U.S. over the rest of the world?

Mike Dickson, Ph.D.

Recent election results bring a 2016 vibe back to the market, with U.S. stocks currently leading over internationals, but inflation concerns are real. Head of

Weekly Market Recap | 11/11/2024

Zachary Hill, CFA®

What Happened Last Week Republican Election Sweep: Republicans granted a strong mandate to pursue an ambitious policy with Trump’s decisive victory, anticipated majorities in Congress,

Republicans Sweep (Again) for Trump’s Second Act

Zachary Hill, CFA®

Investors saw sharp market movement the day following the election Donald Trump and the Republicans outperformed expectations on Election Day, securing the White House and

Who are the Real Election Winners?

Mike Dickson, Ph.D.

Stocks have had a habit of gaining ground no matter who becomes President. Regardless of which candidate emerges victorious, historically, investors have generally come out

Weekly Market Recap | 11/04/2024

Zachary Hill, CFA®

What Happened Last Week Yields Rose: Concerns over higher spending in the U.S. post-election caused yields to spike, dampening equity sentiment. Mega-cap Earnings: The NASDAQ

CNBC: A “Red Sweep” not happening makes sense for bond yields pulling back.

Scott Ladner

Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially as prediction markets fluctuate with the election. Chief Investment Officer

The Housing Market Is Still Stuck

Mike Dickson, Ph.D.

Buyers need lower rates to get back in the game. In anticipation of the Fed’s rate cut last month, more would-be homebuyers applied for mortgages.

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner

“We’re gaining on it.” The mega-cap growth to small-cap stock transition that is. A solid earnings outlook could solve recent small-caps underperformance relative to large-caps.

BNN Bloomberg: Market playbook for a Trump or Harris victory

Scott Ladner

Chief Investment Scott Ladner joined BNN Bloomberg to discuss potential impacts of the U.S. election on markets.

Weekly Market Recap | 10/28/2024

Zachary Hill, CFA®

What Happened Last Week Yields Pushed Higher: Talk of fiscal worries added to the existing upside momentum for U.S. yields. Stocks Sold Off: Global equities

Schwab Network: Mega Caps vs the Market

Mike Dickson, Ph.D.

Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s strong economic growth, with the Atlanta Fed’s GDP forecast at

A Strong Foundation

Mike Dickson, Ph.D.

Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of the last snapshots of the economy’s health before election day—and

Weekly Market Recap | 10/21/2024

Zachary Hill, CFA®

What Happened Last Week New All-Time High: S&P 500 notches new all-time highs and posted gains for the sixth consecutive week. Price Action: Financials, value,

Fox: AI technology can speed up drug development

Scott Ladner

We think a “barbell approach” combining both sectors and ETFs may be beneficial to balance risk and capture opportunities as AI advances drug development and

Quarterly Report | The Road Back to Normal

Scott Ladner

OVERVIEW Stocks posted another quarter of positive returns — despite some significant volatility along the way—with several equity market indices recording a string of record

Schwab Network: Earnings are showing a resilient economy

Zachary Hill, CFA®

“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks at how earnings season is proving to show continued resilience

Happy Birthday, Bull!

Mike Dickson, Ph.D.

The stock market is two years (and counting) into a bull market. Last Saturday marked the second anniversary of the current bull market for stocks.

Weekly Market Recap | 10/14/2024

Zachary Hill, CFA®

What Happened Last Week Price Action: Fresh all-time highs in U.S. large caps on bank earnings and re-kindling of the AI narrative. Uncertainty: Market rallied

Q3 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country World Index) and core bonds (Bloomberg US Aggregate Index), the

What Are Junk Bonds Saying About the Economy?

Mike Dickson, Ph.D.

Lowest spreads in nearly three years Want more evidence that the U.S. economy is in good shape? Just take a look at the junk bond

Q3 2024 Quarterly Webcast Replay

Horizon Investments

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the third quarter of 2024 and provide a market outlook. Download

BNN Bloomberg: Current macro landscape in the U.S.

Scott Ladner

Chief Investment Officer Scott Ladner joined BNN Bloomberg for a wide-ranging conversation on the post-COVID economic landscape, the growing significance of AI, and the potential

Weekly Market Recap | 10/07/2024

Zachary Hill, CFA®

What Happened Last Week Geopolitical Volatility: Oil soared over 9% as investors weighed Israeli retaliation against Iran’s energy infrastructure. U.S. Jobs: A blow-out jobs figure

China Takes Off

Mike Dickson, Ph.D.

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks broke out of their doldrums last week following the announcement

Bloomberg Radio: Middle East Worries

Scott Ladner

How do you harness the resilience of the U.S. consumer? With steady wage gains and relatively low debt levels, consumer spending remains a key factor

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner

During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key sectors to watch in the months ahead: Technology (boosted by

Yahoo Finance: Why investors can’t adjust portfolios in ‘a meaningful way’

Scott Ladner

With recent Chinese stimulus measures stirring excitement in the markets, it’s easy to get caught up in the buzz. However, as Scott Ladner, our Chief

CNBC: Defense stocks are probably not a bad place to be right now

Scott Ladner

Defensive stocks have come into focus as global tensions have risen in recent weeks – particularly in the Middle East. With elections around the corner

Weekly Market Recap | 09/30/2024

Zachary Hill, CFA®

What Happened Last Week China: Property market support was announced over the weekend in major cities in addition to the raft of monetary and fiscal

Which Stocks Have The Power?

Mike Dickson, Ph.D.

Which sector has been leading the rally so far in 2024? One market sector has outperformed all others so far this year—and it’s probably not

Weekly Market Recap | 09/23/2024

Zachary Hill, CFA®

What Happened Last Week Fed: Equities rallied as the Fed cut 50 bps to kick off its rate-cutting cycle, guiding for further rate decreases down

Bloomberg: A Divided Fed Raises Questions About Future Cuts

Zachary Hill, CFA®

https://www.youtube.com/watch?v=-f7S0cz_D-4&t=95s We remain bullish on equities, anticipating that continued support from the Fed will drive markets higher as we close out the year. Head of

Special Report: The Easing Cycle Finally Begins

Zachary Hill, CFA®

What Happened? The Federal Reserve (Fed) started their much-awaited easing cycle on Wednesday after holding their target rate in the 5.25-5.50% range since last July.

Let’s Get It Started

Mike Dickson, Ph.D.

Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the Federal Reserve Board’s near-certain decision to cut the federal funds

Weekly Market Recap | 09/16/2024

Zachary Hill, CFA®

What happened last week Stocks Rebound: U.S. large caps posted their best week of the year, up about 4% and mostly reversing the worst week

A Smoother Road?

Mike Dickson, Ph.D.

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific Coast Highway or North Carolina and Tennessee’s Tail of the

Special Report: Election 2024

Zachary Hill, CFA®

Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near, investors may be concerned about how their portfolios will be

BNN Bloomberg: The underleveraged U.S. consumer

Scott Ladner

September holds its notorious history of challenging stocks. How could interest rate cuts affect the market’s response? Chief Investment Officer Scott Ladner joins BNN Bloomberg

Fox: Why does the U.S. consumer feel like garbage?

Scott Ladner

Regardless of stabilized delinquency rates and healthy debt-to-income ratios, consumers do not believe this is a good economy. Chief Investment Officer Scott Ladner joins Fox

Weekly Market Recap | 09/09/2024

Zachary Hill, CFA®

What happened last week Price Action: Poor September seasonality may be to blame for a more than 4% decline in U.S. large caps. AI Woes:

Quarterly Webcast Registration

Horizon Investments

Join us at 4:00 PM ET on Tuesday, October 8, 2024, for Horizon’s Quarterly Webcast, hosted by Chief Investment Officer Scott Ladner and Head of

A Fall Harvest?

Mike Dickson, Ph.D.

Here’s how stocks may perform for the rest of 2024 As the fall harvest season begins, it’s a time of reaping the rewards of hard

Schwab: The “War and War Recovery” Cycle of the Markets

Scott Ladner

Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab Network to discuss a shift in focus to the broadening

Weekly Market Recap | 09/03/2024

Zachary Hill, CFA®

What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress investors, resulting in a nearly double-digit sell-off. Strong Data: Second

CNBC: The story with NVIDIA is about the economy adopting AI

Scott Ladner

Watch out above. Here comes revenue per employee. Chief Investment Officer Scott Ladner joins CNBC to discuss how the adoption of AI moves the market.

Ready To Cut

Mike Dickson, Ph.D.

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about everything investors wanted to hear during his Jackson Hole, Wyoming

Weekly Market Recap | 08/26/24

Zachary Hill, CFA®

What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate cut is coming in September. Markets Rally: Investors took comfort

Schwab Network: The Fed Has Quite a Lot of Room to Cut

Zachary Hill, CFA®

Conventional economic thinking may not have a place in today’s market cycle. Head of Portfolio Management Zach Hill, CFA®, joins Schwab Network to discuss the

Stocks Come Roaring Back

Mike Dickson, Ph.D.

Best week of 2024 for the S&P 500 After a brief summer slump and a short-lived overreaction, stocks enjoyed their best week since November, up

Weekly Market Recap | 08/19/24

Zachary Hill, CFA®

What happened last week Market Recovery: S&P rallies to within 2% of its all-time high. Healthy Data: Strong retail sales, good guidance from Walmart, and

Schwab Network: “Fed put” is alive and well.

Scott Ladner

Homebuilders and housing stocks may be a smart first play for the anticipated September cut by the Fed. Chief Investment Officer Scott Ladner joins Schwab

Corporate Earnings Update: A (Mostly) Rosy Picture

Mike Dickson, Ph.D.

U.S. company profits continue to impress. Earnings season is in the home stretch, with more than 90% of the companies in the S&P 500 index

Weekly Market Recap | 08/12/24

Zachary Hill, CFA®

What happened last week Price Action: U.S. and global stocks ended the week practically unchanged despite Monday’s historic volatility. Carry & Dispersion Trades: Unwinds in

BNN Bloomberg: AI to boost productivity by 20-30%

Scott Ladner

Slower numbers do not necessarily mean weak numbers. Chief Investment Officer Scott Ladner joins BNN Bloomberg to discuss the recent U.S. jobs report and his

CNBC: Inflation has taken a back seat to employment and growth data

Scott Ladner

The markets have shown remarkable resilience, rebounding from last Monday’s sell-off. But is it time to feel confident? While the panic we witnessed last week

Don’t Panic!

Mike Dickson, Ph.D.

The S&P 500 fell 3% on Monday—its biggest one-day decline in nearly two years—amid growing fears that July’s slowdown in hiring could spark a recession.

Investors Get Spooked

Mike Dickson, Ph.D.

Market volatility spikes—but how much should you worry about it? The first full week of August started with a bang: The S&P 500 dropped 3%

Weekly Market Recap | 08/05/24

Zachary Hill, CFA®

What happened last week Price action: Summer liquidity, poor economic data, a less dovish than desired Fed, and positioning all contributed to a broad-based decline

Yahoo Finance: Friday’s Market Sell-Off a ‘Technical-Driven Unwind’

Scott Ladner

The recent market volatility should prompt investors to take a deep breath and evaluate their investment time horizon. Chief Investment Office Scott Ladner joined Yahoo

The Comeback Kids

Mike Dickson, Ph.D.

A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in

Weekly Market Recap | 07/29/24

Zachary Hill, CFA®

What happened last week Price Action: Small-caps continued to outperform year-to-date leaders, like the tech-heavy NASDAQ 100. U.S. Data: U.S. GDP came in stronger than

The Case Against Pessimism

Zachary Hill, CFA®

Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:

Weekly Market Recap | 07/22/24

Zachary Hill, CFA®

What happened last week Equity Market Reversion: Small-caps outperformed mega-cap technology by a little less than 6% as year-to-date laggards continued their string of outperformance.

Quarterly Report | The Road Ahead: Three Trends We’re Watching

Scott Ladner

Overview Overall, stocks delivered another quarter of strong gains during the three-month period ending June 28, 2024. For the quarter: The Nasdaq 100 returned 8.1%.

Are Rate Cuts Finally About to Happen?

Mike Dickson, Ph.D.

Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon? Those long-sought-after Fed rate cuts are looking more plausible, thanks

Weekly Market Recap | 07/15/24

Zachary Hill, CFA®

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest rates; September rate cut now the base case. Equity Markets

Q2 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Global stocks continued their upward march in the second quarter, powered higher by continued economic resilience and investor enthusiasm around the AI-theme.

Q2 2024 Quarterly Webcast Replay

Horizon Investments

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the second quarter of 2024 and provide a market outlook. Download

Weekly Market Recap | 07/08/24

Zachary Hill, CFA®

What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs as small-caps and large-cap value decline. Softening Economic Data: Unemployment

Yahoo Finance: Two Factors to Watch For in Q2 Earnings

Zachary Hill, CFA®

Will we see broader market growth beyond the tech giants? Head of Portfolio Management Zach Hill, CFA®, provided insights on the S&P 500’s performance and the

CNBC: Need rate cuts to broaden the rally, not to keep it going

Scott Ladner

Will the next round of AI earnings be impressive – or lackluster? Chief Investment Officer Scott Ladner joined CNBC to forecast his expectations on where

Could Stocks Soar in the Second Half of ‘24?

Mike Dickson, Ph.D.

Six more months! Six more months! Investors cheered as stocks ended the second quarter last Friday up 4.3%. . . and 15.3% for the first

Weekly Market Recap | 07/01/24

Zachary Hill, CFA®

What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week; small caps and internationals led U.S. mega-cap technology. U.S. Debate:

July is Hot!

Mike Dickson, Ph.D.

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures continue to sweep across much of the country, equity investors

Weekly Market Recap | 6/24/24

Zachary Hill, CFA®

What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as small-caps led mega-cap tech; quarter/month-end and specific product rebalancing flows

BNN Bloomberg: Is the Nvidia party over?

Zachary Hill, CFA®

Head of Portfolio Management Zach Hill, CFA®, joins BNN Bloomberg to share our thoughts on the AI trade trajectory and why investors are underweight financials.

Schwab Network: Once The Fed Cuts, Will It Continue To Cut?

Scott Ladner

Would a September rate cut be a political move? Chief Investment Officer Scott Ladner joined Schwab Network to discuss potential motivators for the timing of

The Best – Or the Rest?

Mike Dickson, Ph.D.

Are there potential opportunities beyond the handful of big stock market winners? The equity market has spent the better part of 2024 notching a series

Weekly Market Recap | 6/17/24

Zachary Hill, CFA®

What happened last week All-Time Equity Highs: Another week of new highs for U.S. large-caps as Broadcom, Oracle, and Adobe earnings show AI-driven upside fundamental

Schwab Network: When Will the Fed’s Easing Cycle Begin?

Zachary Hill, CFA®

Are we in for a slow summer with the Fed? Head of Portfolio Management Zach Hill, CFA®, joins Schwab Network to discuss what fewer Fed

A Sunny Summer for Stocks?

Zachary Hill, CFA®

Falling bond market volatility could support equity prices. Investors looking for signs of what stocks may do next often turn to the bond market for

Weekly Market Recap | 6/10/24

Zachary Hill, CFA®

What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults U.S. large caps to fresh all-time highs. Strong Payrolls Data:

Is the Housing Market Cooling Off Fast?

Mike Dickson, Ph.D.

Potential homebuyers are hitting the brakes. What could that mean for the future? Would-be homebuyers are increasingly deciding to stay put —which could help further

Weekly Market Recap | 6/03/24

Zachary Hill, CFA®

What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading in “meme-stocks.” Slightly Softer U.S. Data: 1Q U.S. GDP was

Simply Ncredible

Mike Dickson, Ph.D.

Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s world and we’re just living in it? At least, that’s

Fox Business: Tech is where earnings growth is in second half of year

Scott Ladner

With GDP and inflation slowing, keep in mind our strong starting place. Chief Investment Officer Scott Ladner joins Fox Business Mornings With Maria to discuss

Weekly Market Recap | 5/28/24

Zachary Hill, CFA®

What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade and propelled mega-cap tech to fresh all-time highs. Hawkish Fedspeak:

CNBC: What is the next-gen AI trade?

Scott Ladner

Where do you go from yesterday’s Fed-induced sell-off? CIO Scott Ladner joins CNBC Worldwide Exchange to discuss how he would play the markets. Watch Video

Surprise! Foreign Markets Show Resilience

Mike Dickson, Ph.D.

Should investors consider opportunities in global stocks? We believe international stocks could deserve a place in many investors’ portfolios because they can potentially add diversification

Fox Business: Generative AI is driving an ‘electrification boom’

Scott Ladner

Utilities are the top performing sector this quarter. Is this the next AI play? Chief Investment Officer Scott Ladner joins Fox Business The Claman countdown

Weekly Market Recap | 5/20/24

Zachary Hill, CFA®

What happened last week Price action: China led on a green week for global stocks, ratcheting higher as Chinese policy support continues to improve the

In Fighting Shape

Mike Dickson, Ph.D.

Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is a question that seems to be on more investors’ minds

Schwab: Setting yourself up for long-term retirement income

Mike Dickson, Ph.D.

Finding a balance between growth potential and low-risk investments can be essential for long-term retirement income. Head of Research & Quantitative Strategies Mike Dickson, Ph.D.,

Weekly Market Recap | 5/13/24

Zachary Hill, CFA®

What happened last week Price action: The S&P 500 rose higher and through key technical levels, recovering the majority of April’s losses. Interest Rates: Ahead

More Reasons to Stick With Stocks in Retirement

Mike Dickson, Ph.D.

Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending power: Consider sticking with stocks. One of our core beliefs

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner

https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence. Watch Video

Yahoo! Finance: The new market needs a new catalyst

Scott Ladner

Is the Fed out of play as a market catalyst at this point? Chief Investment Officer Scott Ladner joins Yahoo! Finance on Market Domination to

Weekly Market Recap | 5/06/24

Zachary Hill, CFA®

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong

Will Strong Earnings Boost Investor Confidence?

Mike Dickson, Ph.D.

It’s a big week for news from corporate America. Earnings season is in full bloom, with roughly half of the companies in the S&P 500

Q1 2024 Report | Party Like It’s 1995?

Scott Ladner

OVERVIEW Stocks during the first quarter of 2024 extended the rally that began late last year, with major market indices frequently hitting new highs during

Weekly Market Recap | 4/29/24

Zachary Hill, CFA®

What happened last week Stocks rose for the first time in four weeks on the back of strong earnings. Economic data was weak, with GDP

U.S. Energy Independence: A Ballast to Economic Growth

Mike Dickson, Ph.D.

Middle East conflicts shouldn’t derail the strong domestic growth story. Rising Middle East tensions caused oil prices to briefly spike last week before reversing course

Weekly Market Recap | 4/22/24

Zachary Hill, CFA®

What happened last week Equities fell for the third consecutive week as rates continued to climb higher. Strong retail sales print supported the trend of

The Fed’s bar to hike is almost impossibly high at this point.

Scott Ladner

Chief Investment Officer Scott Ladner joins Mornings With Maria on Fox Business to analyze this week’s earnings, recession probability, and Fed decision impacts on inflation.

Fox Business: Stop worrying about interest rates. (Unless you’re a small cap.)

Scott Ladner

Chief Investment Officer Scott Ladner breaks down the chips and the materials and energy sectors on Fox Business Network ‘The Claman Countdown.’ Watch Video

A Big Retail Sales Beat Points to a Robust U.S. Consumer

Mike Dickson, Ph.D.

Can economic growth tailwinds outweigh higher interest rates? Month-over-month retail sales for March topped economist expectations at 0.7%, with February figures revised higher to 0.9%

Weekly Market Recap | 4/15/24

Zachary Hill, CFA®

What happened last week Equities sank as the 10-year Treasury yield surged above 4.5%. Third consecutive upside CPI surprise pushed rate cuts out of market

Q1 2024 Review + Market Outlook Webcast

Scott Ladner

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the first quarter of 2024 and provide a market outlook. Download

BNN Bloomberg: How Exposed are You?

Mike Dickson, Ph.D.

Head of Research & Quantitative Strategies Mike Dickson, Ph.D, joins BNN Bloomberg to discuss pivoting from planning for nearly seven rate cuts to less than

Q1 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Global stocks put in another strong quarter to start 2024 as continued economic upside surprises, especially in the U.S. and falling bond

Investors Raise the Bar for First Quarter Earnings

Mike Dickson, Ph.D.

Can company profits exceed rising expectations? First quarter 2024 earnings season kicks off this week, on the heels of reports showing both a robust jobs

Weekly Market Recap | 4/08/24

Zachary Hill, CFA®

What happened last week The second quarter opened with a whimper as stocks declined and the U.S. Treasury yield curve bear steepened. Strong economic data,

Can Stocks Keep Running?

Mike Dickson, Ph.D.

First-quarter returns suggest the market may have more to give. Stocks went out like a lion in March, with the S&P 500 hitting its 22nd

Weekly Market Recap | 4/01/24

Zachary Hill, CFA®

What happened last week Holiday-shortened week ends 1Q 2024 – U.S. equities (S&P 500) rose over 10%, a strong (85 percentile since 1993) historical quarterly

Schwab: We don’t think any rate move is happening in the next two months.

Zachary Hill, CFA®

Accelerating inflation and long-term growth have tilted the balance in favor of the hawks. Head of Portfolio Management Zach Hill, CFA®, Joins Schwab Network to

The Details Matter

Mike Dickson, Ph.D.

Derivatives can be effective when you know what you’re buying or selling. Covered call option strategies can be an innovative and potentially impactful way to

Weekly Market Recap | 3/25/24

Zachary Hill, CFA®

What happened last week Dovish central bank policy meetings resulted in fresh S&P 500 all-time highs. Market leadership in the U.S.’s largecap growth extended last

Are Fixed-Income’s Calm Waters About to Get Choppy?

Mike Dickson, Ph.D.

Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is once again flirting with its recent lows. That could be

Weekly Market Recap | 3/18/24

Zachary Hill, CFA®

What happened last week Last week’s price action was choppy and lacked a cogent narrative. 10-year U.S. Treasury yields rose by their most since last

High Yield Action

Mike Dickson, Ph.D.

Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut are moving into high-yield corporate bonds thesedays, a show of

Weekly Market Recap | 3/11/24

Zachary Hill, CFA®

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

Schwab: Will inflation push rate cuts to September?

Mike Dickson, Ph.D.

Head of Research & Product Development Mike Dickson, Ph.D., joins Schwab Network to discuss his expectations of Fed rate cuts, investing in a high rate,

An Inflation Head-Fake?

Mike Dickson, Ph.D.

Prices of many services are heating up again. Last week, we learned that the Fed’s preferred inflation gauge—the core personal consumption expenditures(PCE) price index—rose by

Fox: There’s some politicization about the Fed in reality

Scott Ladner

The market has done well in the face of repricing to half of their initial projected Fed cuts this year. CIO Scott Ladner joins Fox

CNBC: What’s ahead for the markets in March?

Scott Ladner

We expect market broadening within the S&P rather than small or mid-caps. Chief Investment Officer Scott Ladner joins CNBC to discuss what’s ahead for the

Weekly Market Recap | 3/04/24

Zachary Hill, CFA®

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

Addressing Retirees’ Concerns with Rebalancing

John Bryant, CFA®

Eventually, many clients will rely on the nest egg they have accumulated and preserved to address their financial needs during what may be a lengthy

A World of Opportunity

Mike Dickson, Ph.D.

Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and domestic tech stocks in particular—capturing the headlines these days, it’s

Weekly Market Recap | 2/26/24

Zachary Hill, CFA®

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

Weekly Market Recap | 2/20/24

Zachary Hill, CFA®

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.

A Stock Market Moment 52 Years in the Making

Zachary Hill, CFA®

Is stocks’ extended winning streak “an offer you can’t refuse”? The S&P 500 has now closed higher for 14 out of the last 15 weeks.

Market Update with Zach Hill, CFA® | February 2024

Zachary Hill, CFA®

Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates this year, and how these top-of-mind components translate into portfolio

Weekly Market Recap | 2/12/24

Zachary Hill, CFA®

What happened last week A mega-cap-led rally lifted the S&P 500 above 5,000, a new all-time high. Interest rates continued to drift higher as the

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner

Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to invest? Chief Investment Officer

People Have Power!

Zachary Hill, CFA®

Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added 353,000 new jobs in January, nearly double the expected amount—had

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner

Chief Investment Officer Scott Ladner joins Gregg Greenberg with InvestmentNews to share how Horizon’s goals-based investment management differs from traditional investing. Watch Video

Weekly Market Recap | 2/05/24

Horizon Investments

What happened last week Stocks ended the week higher on a mix of very strong AI-driven mega-cap earnings and a large upside surprise to January

Good Vibes

Mike Dickson, Ph.D.

The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first

Weekly Market Recap | 1/29/24

Zachary Hill, CFA®

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

Stocks Hit New Highs. Now What?

Mike Dickson, Ph.D.

It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday as the S&P 500 notched its first record-high close in

Bloomberg Radio: Is it Japan’s time to shine?

Scott Ladner

Until bazooka-style fiscal government spending is announced, we don’t see China as an attractive investment. Chief Investment Officer Scott Ladner joins Bloomberg Radio to discuss

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA®

Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for many financial advisors, all while managing the operational and administrative

CNBC: Markets will see more gains this year, led by under-hyped tech stocks

Scott Ladner

A broader tech. trade could be the largest driver in 2024 as the market moves from hardware technology to the services part of the AI

Fox Business: You can’t invest in China, ‘the economy’s doomed’

Scott Ladner

China would need massive fiscal spending to get out of its balance sheet recession and become a wise investment. Chief Investment Officer Scott Ladner

BNN Bloomberg: Will AI raise revenue per employee?

Scott Ladner

We appear to be in a war-recovery-like period, going through an abrupt normalization process, which we think should lead central banks, especially the Fed, to

Weekly Market Recap | 1/22/24

Zachary Hill, CFA®

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 –

Will Housing Spoil the Inflation Party?

Mike Dickson, Ph.D.

“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of late has investors (and the Fed) cheering, it may be

Bloomberg: How does credit card debt relate to a growing economy?

Mike Dickson, Ph.D.

While some headlines focus on credit card debt alone, Head of Research & Product Development Mike Dickson, Ph.D., provides a different perspective on how the

Weekly Market Recap | 1/16/24

Zachary Hill, CFA®

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

Q4 2023 Quarterly Focus Article

Scott Ladner

OVERVIEW Following a third-quarter slump, stocks roared back to life during the final three months of 2023. The S&P 500 index of large-company stocks rallied

Q4 2023 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a high note with strong rallies across equities and fixed income.

When Diversification Doesn’t Diversify

Mike Dickson, Ph.D.

Value and growth index fund investors may be surprised by their returns last year. Investors commonly own both value and growth stocks to diversify their

Q4 2023 Review + Market Outlook Webcast

Scott Ladner

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch review the fourth quarter of 2023 and provide a market outlook. Download Presentation

Weekly Market Recap | 1/08/24

Zachary Hill, CFA®

What happened last week The S&P 500 snaps its 9-week winning streak to end Friday less than 3% from all-time highs. Rates moved higher across

Fox Business: It was not a normal business cycle.

Scott Ladner

“This Covid cycle that we’ve just been through was not a traditional business cycle. It never has been.” CIO Scott Ladner joins Fox Business to

Weekly Market Recap | 1/02/24

Zachary Hill, CFA®

What happened last week 2023 set a high bar for 2024 market-wise, although new all-time highs are just a hair away from last week’s closing

Q4 2023 Review & Market Outlook Registration

Horizon Investments

REGISTER NOW Join Horizon’s Focus Webcast, hosted by Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, for a review of

Tech Investors Still Trying to Catch Up

Mike Dickson, Ph.D.

How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems to be. Many investors this year have been hungrily eyeing

Weekly Market Recap | 12/18/23

Zachary Hill, CFA®

What happened last week Last week was a full macro week with a string of positive surprises that drove a bid to risk assets. Consumer

Credit Card Debt? Surfing, Not Drowning

Mike Dickson, Ph.D.

Some crucial context on Americans’ “out of control” debt levels. “Credit Card Debt Crisis” “Credit Card Debt Hits New Record” “Americans Are Drowning in Credit-Card

Weekly Market Recap | 12/11/23

Zachary Hill, CFA®

What happened last week The S&P 500 has rallied for its sixth straight week, retracing back to 1Q ‘22 levels. Small-caps and other higher beta

Perking Up!

Mike Dickson, Ph.D.

Most stocks have been laggards this year, but that could be starting to change. It’s no secret that a minute group of tech stocks has

Weekly Market Recap | 12/04/23

Zachary Hill, CFA®

What happened last week A strong seasonal rally is in full swing as the S&P 500 posted its best month since July 2022. The rally

Bloomberg: Scott Ladner on Markets and Strategy

Scott Ladner

Chief Investment Officer Scott Ladner discusses his outlook for markets and investment strategy. Watch Video

Small Packages

Zachary Hill, CFA®

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears

Get Your Time Back with an Efficient RMD Strategy

Mike Dickson, Ph.D.

Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of retirement accounts as America’s second-largest generation approaches the IRS’s required

Weekly Market Recap | 11/27/23

Zachary Hill, CFA®

What happened last week A short trading week saw the S&P 500 inch toward an all-time high. Short covering starts to narrow the dispersion between

CNBC: Divergence in stock performance

Scott Ladner

Chief Investment Officer Scott Ladner joins CNBC to discuss the divergence in stock performance between small-cap and large-cap companies. Watch Video

A Good Option

Mike Dickson, Ph.D.

One active approach to risk management is currently beating the market. Risk management can be an important component of goals-based planning. Used well, it has

The Claman Countdown: Big Tech and Investing Advice

Scott Ladner

Chief Investment Officer Scott Ladner joins Fox Business ‘The Claman Countdown’ to provide investing advice. Watch Video This is not investment advice or a recommendation

CIO Scott Ladner on BNN Powell’s Comments on Rising Rates

Scott Ladner

Scott Ladner joins BNN Bloomberg to discuss the U.S. markets, and Powell’s recent comments on raising rates. Watch Video

Weekly Market Recap | 11/13/23

Zachary Hill, CFA®

What happened last week Risk sentiment increased last week, lifting the S&P 500 through key technical levels as Treasury yields plummeted. Bullish price action was

Memo to Stocks: On Your Mark, Get Set…

Mike Dickson, Ph.D.

The end of Fed rate hikes suggests good things for equities. The stock market’s surge last week—U.S. and global equities soared nearly 6%—may be the

Weekly Market Recap | 11/06/23

Zachary Hill, CFA®

What happened last week Risk sentiment increased last week, lifting the S&P 500 through key technical levels as Treasury yields plummeted. Bullish price action was

A Hard Road

Mike Dickson, Ph.D.

Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over roughly the past three years, with most corners of the

Masterclass: Portfolio Construction with Austin Fitch, CFA®

Austin Fitch, CFA®

MASTERCLASS: Portfolio Construction The portfolio construction process can be broken down into a series of important decisions, including asset allocation, manager due diligence, and more.

Weekly Market Recap | 10/30/23

Zachary Hill, CFA®

What happened last week Investors reduced market exposure due to geopolitical tensions weighing on equities for the second week in a row. The relative stability

A Roaring U.S. Economy?

Mike Dickson, Ph.D.

GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before

The Homebuyer Blues

Mike Dickson, Ph.D.

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.

Q3 2023 Quarterly Focus Article

Scott Ladner

OVERVIEW During the third quarter of 2023, investors hit “pause” on the rally that had lifted stocks higher for much of the year. The major

Weekly Market Recap | 10/23/23

Zachary Hill, CFA®

What happened last week Stocks and bonds sold off as geopolitical tensions outweighed strong economic and fundamental data. Long-end Treasury yields surged, sending the S&P

CIO Scott Ladner joins BNN Bloomberg to discuss investing amid high rates.

Scott Ladner

Bond market must get ‘under control’ before stocks rise again. Chief Investment Officer Scott Ladner predicts ‘problems’ with small and mid-capital businesses amid high Fed

Q3 2023 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies After a surprising and surprisingly positive first half of the year for financial markets, the recovery from the challenging market conditions of 2022

Weekly Market Recap | 10/16/23

Zachary Hill, CFA®

What happened last week Stocks close the week higher despite mounting geopolitical concerns and rising long-term interest rates. Bond market volatility driven by the Middle

Q3 2023 Review + Market Outlook Webcast

Scott Ladner

https://www.horizoninvestments.com/wp-content/uploads/2023/10/Q3-Webcast-Super-TB-Small_1.mp4 Chief Investment Officer Scott Ladner and Managing Director of Consulting Solutions Austin Fitch review the third quarter of 2023 and provide a market outlook.