FEATURE STORY

2022 OUTLOOK

The Next “Unprecedented” Year

Horizon Investments’ Q3 2021 Focus Report concentrates on 2022’s unique challenges, details the important themes we’re watching, and explains how our portfolio managers separate the signals from the noise to guide our portfolios during “unprecedented” times.

FEATURE STORY

2022 OUTLOOK

The Next “Unprecedented” Year

Horizon Investments’ 3Q Focus magazine concentrates on 2022’s unique challenges, details the important themes we’re watching, and explains how our portfolio managers separate the signals from the noise to guide our portfolios during “unprecedented” times.

QUARTERLY RECAP

Strategies in Review

Horizon’s Gain, Protect & Spend portfolios ended Q3 fully invested. Markets are moving fast and we believe our flexible process helps us navigate those changes.

QUARTERLY RECAP

Strategies in Review

Horizon’s Gain, Protect and Spend portfolios ended Q3 fully invested. Markets are moving fast and we believe our flexible process helps us navigate those changes.

Financial advisor with clients

PLANNING ARTICLE

Noise and Financial Planning

Nobel-prize winning psychologist Daniel Kahneman’s newest book posits that noise, not biases, is the most common cause of bad decision-making. Learn what this may mean for investors.

PLANNING ARTICLE

Noise and Financial Planning

Nobel-prize winning psychologist Daniel Kahneman’s newest book posits that noise, not biases, is the most common cause of bad decision-making. Learn what this may mean for investors.

Q3 2021 | Market Review

Q3 2021 | Webinar

The commentary in this report is not a complete analysis of every material fact in respect to any company, industry, or security. The opinions expressed here are not investment recommendations, but rather opinions that reflect the judgment of Horizon as of the date of the report and are subject to change without notice. Information has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed.  Past performance is no guarantee of future results. Horizon Investments does not provide tax advice, and all investors are strongly advised to consult with their tax advisers regarding any potential investment. Certain transactions give rise to substantial risk and are not suitable for all investors. The investments recommended by Horizon Investments are not guaranteed. There can be economic times where all investments are unfavorable and depreciate in value. Clients may lose money.

We do not intend and will not endeavor to provide notice if and when our opinions or actions change. Horizon Investments is not soliciting any action based on this document. This document does not constitute an offer to sell or a solicitation of an offer to buy any security or product and may not be relied upon in connection with the purchase or sale of any security or service.  

This document does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Contact us for a comprehensive list of securities recommended for strategies described herein.

RISK ASSIST® is NOT A GUARANTEE against loss or declines in the value of your portfolio; it is an investment strategy that supplements a more traditional strategy that supplements a more traditional strategy by periodically investing assets in a portfolio of securities with fixed-income exposure based on Horizon Investments’ view of market conditions.

Asset allocation models are subject to general market risk and risks related to currency fluctuations and economic conditions. Future returns are not guaranteed, and a loss of original capital may occur. Accounts with RISK ASSIST® are not fully protected against all loss, and when the portfolios are exposed to fixed-income securities they may underperform accounts that do not have the RISK ASSIST® feature. There may be economic times where all investments are unfavorable and depreciate in value. Clients may lose money.

The Real Spend® retirement income strategy is NOT A GUARANTEE against market loss and there is no guarantee that the Real Spend® strategy chosen by an investor will lead to successful investment outcomes for part of, or for the entirety of an investor’s retirement. This strategy is not an insurance product with payments guaranteed. It is a strategy that invests in marketable securities, any of which will fluctuate in value. Before investing, consider the investment objectives, risks, charges, and expenses of the strategy. Keep in mind investing involves risk. The value of an investment will fluctuate over time and will gain or lose money.

Horizon Investments, the Horizon H, Gain Protect Spend, Risk Assist and Real Spend are all registered trademarks of Horizon Investments, LLC.

NOT A DEPOSIT | NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED | CLIENTS MAY LOSE MONEY | PAST PERFORMANCE NOT INDICATIVE OF FUTURE RESULTS

 

© 2021 Horizon Investments, LLC.
HIM102021
You are now leaving this website to go to HorizonMutualFunds.com

Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.

Explore mutual funds managed by Horizon Investments.