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

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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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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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Cambridge Advisor Experience Conference

Our recent Advisor Experience Conference at our headquarters in Charlotte, NC. This two-day conference provided an excellent opportunity to bring...

Stocks Strong as Volatility Falls Sharply

Another mixed week on the global economic front. On the positive side in the U.S., wholesale inventories, initial jobless claims...

Mixed Economic Signals Keep Markets Range Bound

A somewhat fuzzy global economic picture developed last week. In the U.S., better-than-expected results were reported in terms of initial...

U.S. Economy Shows Strength

U.S. economic data was positive across the board last week. We saw better-than-expected results in key areas of the economy,...

A Closer Look at Four Risk Mitigation Strategies

As investors approach the time when they will begin tapping their portfolios to pay for a goal, they need to...

The Need for Risk Mitigation

How well are you protecting your clients’ wealth?All investors eventually reach the stage where the goal they’ve been saving for...

The Fed’s Raised Interest Rates, Again: What’s next

No surprises and strong dataThe Fed meeting wasn’t much of a surprise, as markets highly anticipated the raise of the...

Solving for the Major Risks in Retirement

Bond yields have fallen steadily, more or less, for the past 30-plus years—from nearly 16% in the early 1980s to...

Liquidity Risk: Accessing Retirement Income

Liquidity risk can be a major threat to financial security and peace of mind during retirement—which is why it should...

How to Fight Longevity Risk—Stretch Your Savings

Increasingly, retirees need to factor in longevity risk to their retirement planning. Simply put, longevity risk is the risk that...

Interest Rates Rise: What’s next?

The Federal Reserve Board in December voted to raise the federal funds rate, a key short-term interest rate that impacts...

Top Stories

What Happens When The Fed Stops Raising Rates?