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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

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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

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Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk

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It Just Got Extreme Between Tech and Small-Caps

It Just Got Extreme Between Tech and Small-Caps

Here’s something we have only seen once in 20 years...

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

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

Scott Ladner and Austin Fitch discuss the Fed announcement and...
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Can Bonds Still Deliver the Returns Retirement Investors Need?

Explore whether bonds can still deliver the returns retirement investors need.

The Race Is On — 2020 U.S. Election Calendar of Events

We’ve talked about it for months, and it’s finally here! The first Presidential debate is this Tuesday, September 29th —...

Does Covid Second Wave Seem Too Remote?

There are now more Covid-19 cases in Europe than there are in the U.S., according to the World Health Organization...

Should Apple’s Stock Split Matter This Much?

At the close of business last Friday, August 28, 2020, Apple (AAPL), the first company to ever reach a market...

How Will the Fed’s New Inflation Target Impact Interest Rates?

Chairman of the Federal Reserve Jerome Powell announced the results of the year and a half long monetary policy framework...

Jobless Claims Dip Below One Million for First Time In 21 Weeks

Initial jobless claims beat expectations this week, falling below 1 million to 963,000 for the first time in 21 weeks....

Housing a Bright Spot in Economy as Mortgage Rates Hit Lowest Level Ever

According to a weekly survey by Freddie Mac, the interest rate on a 30-year fixed rate mortgage, now 2.88%, hit...

Longest Bearish Streak In Retail Investor Sentiment Since 1987

Despite the recent rebound in the S&P 500 Index, which is up almost 45% from the March lows and just...

Real Interest Rate Hits All-Time Low

While the real cost of debt has been declining for decades, the U.S. 10-Year Treasury inflation-protected security — or real...

Equity markets mixed last week as vaccine optimism offsets virus outbreaks

COVID-19 continues to dominate the headlines, as hotspot states struggle to control their outbreaks. Democratic Representative of Florida Donald Shalala...

Lookin’ for yield in all the…right places?

With the U.S. 10-Year Treasury yield hovering around 0.60%, it’s no wonder investors are looking for alternative sources of yield....

Top Stories

It Just Got Extreme Between Tech and Small-Caps