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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

Protect Stage

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

Spend Stage

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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COVID-19

Out Over Their Skis, Investors Get Hit by Mutating Virus

Stock market bears get a shot in the arm. A new virus strain is the bad-news catalyst sinking stocks worldwide....

Record High S&P 500 Ignites Unhealthy Retail Investor Interest

Positioning in U.S. stocks is flashing a short-term warning sign as the market hits record highs and shrugs off rising...

Russell 2000 Versus Apple Shows Trend Reversal Has More Room to Run

Horizon Investments’ tactical investing style can think of no better example of the value of being nimble than the reversal...

Stock Market’s Solid November Kicks Off Best Time of Year

It’s a great time to be a stock market bull! A whole year’s worth of returns are being compressed into...

Taking the Political Temperature of the Biden Administration

A trifecta of good news to kick off the week - from Moderna’s vaccine to the potential of avoiding national...

Stock Market Blasts Off to Record Highs, Shaking Off the Pandemic’s Shackles

A trifecta of good news to kick off the week - from Moderna’s vaccine to the potential of avoiding national...

Pfizer Vaccine Puts a Return to Normal Within Reach in 2021

One headline changes the narrative about the pandemic; or does it? Pfizer’s vaccine study results Monday morning are shockingly...

Special Report: U.S. Voters Stick With Divided Government

The S&P 500 broke its 3-week positive streak, closing 0.5% lower. The market finally realized that a fresh stimulus package...

Market More Focused On Stimulus Than Covid But That Could Change

The S&P 500 broke its 3-week positive streak, closing 0.5% lower. The market finally realized that a fresh stimulus package...

Stimulus, Politics, and Covid Continue to Move Markets

International developed equities slip on Covid surge in Europe

Can Bonds Still Deliver the Returns Retirement Investors Need?

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