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Accumulation of wealth: Clients have one chance to meet their goal. That’s why we believe they need portfolios that actively adapt as global markets change
Preservation of wealth: As clients near a goal, investing behavioral mistakes can be addressed with strategies that seek to reduce the risk of catastrophic loss
Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk
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Bonds of the Future? We'll pass.
Low Yields Are Just the Beginning
We take issue with traditional retirement advice that says retirees should rely on bonds for steady income. In this paper we detail the many issues that make bonds for income unattractive for that purpose. If a retiree is asked to rely on bonds in their golden years, as a goals-based investment manager we think it would be a good idea to say, “I’ll pass.”
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