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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Could bond investors find the next few months to be “the most wonderful time of the year?” High-yield (or “junk”)...
As investors digested both the Fed’s decision to raise interest rates by another 75 basis points and the news that...
Bonds are usually thought of as a safe haven for investors due to their lower risk/ lower return profile. For investors...
No doubt about it: Fixed-income investors are spooked. Volatility in U.S. Treasuries has soared this year. As seen in the...
Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments discuss their favorite alternatives to...
Hopes for a quick resolution to the China trade dispute faded this past week, and the market had to come...
Markets Continue to Focus on Trade Issues
It was a week when politics tended to overshadow economics, with stocks selling off and U.S. Treasuries rallying. The S&P...