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Goals-Based Investing

Horizon’s distinctive approach of marrying investment strategies to financial planning

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Align with a team that’s focused on your needs as a financial professional and an entrepreneur

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Powerful advisor planning tools that are
easy-to-use—that’s Horizon’s Dashboard
Strategies

Gain Stage

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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Top Stories

What Happens When The Fed Stops Raising Rates?

What Happens When The Fed Stops Raising Rates?

Stocks stand to benefit if the Fed eases up on...

Shades of ’87 as Treasury Yields Plummet

Shades of ’87 as Treasury Yields Plummet

Bank woes raise questions about the Fed’s next move.Investors’ sudden...
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Earnings

3Q Earnings: Looking Under the Hood for Opportunities

We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500 overall is reporting its worst year-over-year...

Zach Hill, CFA®, joined CNBC to discuss earnings expectations

Horizon's Head of Portfolio Management, Zach Hill, CFA®, discussed his expectations for earnings estimates, the impacts of inflation, and his...

Scott Ladner’s Interview on CNBC Pro

On Wednesday, March 10, 2021, Scott Ladner, Horizon’s Chief Investment Officer, spoke with CNBC Pro's Yun Li around the S&P...

Scott Ladner Interview on the TDA Network

Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick, host of Morning Trade Live for the TD Ameritrade Network.Scott...

Volatility down, markets up as trade frictions ease

The Big Number: -48.1%The percent decline in the CBOE Volatility Index (VIX) since August 5th, the height of the recent...

Scott Ladner Interview with TD Ameritrade August 23, 2019

On Friday, August 23, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Nicole Petallides, host of Morning Trade Live...

Scott Ladner Interview with Yahoo Finance

On Friday, August 16, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Yahoo Finance's Alexis Christoforous and Brian Sozzi,...

Scott Ladner Interview with TD Ameritrade

On Monday, July 22, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Jill Malandrino, host of Market On Close...

Scott Ladner Interview with TD Ameritrade

On Wednesday, June 26, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick, host of Morning Trade Live...

Scott Ladner Interview with Fox Business

On Tuesday, June 25, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Cheryl Casone, host of Fox Business AM...

Scott Ladner Interview with TD Ameritrade

On Tuesday, May 28, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick, host of Morning Trade Live...

Top Stories

What Happens When The Fed Stops Raising Rates?

What Happens When The Fed Stops Raising Rates?

Shades of ’87 as Treasury Yields Plummet

Shades of ’87 as Treasury Yields Plummet

Insights

Insights categories

Filter out the daily noise.

Get in touch

Earnings

3Q Earnings: Looking Under the Hood for Opportunities

Zach Hill, CFA®, joined CNBC to discuss earnings expectations

Scott Ladner’s Interview on CNBC Pro

Scott Ladner Interview on the TDA Network

Volatility down, markets up as trade frictions ease

Scott Ladner Interview with TD Ameritrade August 23, 2019

Scott Ladner Interview with Yahoo Finance

Scott Ladner Interview with TD Ameritrade

Scott Ladner Interview with TD Ameritrade

Scott Ladner Interview with Fox Business

Scott Ladner Interview with TD Ameritrade

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

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