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The Preservation Puzzle: When to Change

We know that in Preservation, clients either ask or at least ponder: What product gives me all the upside and...

Noise & Financial Planning

Kahneman's Behavioral Approach Noise: an unwanted variability in decision-making.  Ask yourself, when am I at my best? Are you a...

Active financial advice is the new reality

We see active financial advice as the new reality. Not robo. Not passive. But active!  Today, we can see an...

It’s Getting Harder to Fund Retirement Using Bonds

Inflation is eating part of your retirement plan. Sure, it looks like investment grade (IG) corporate bonds have a nice,...

Retirement Planning: Are Investors Underestimating Longevity Risk?

Risks investors face in retirement Could you be underestimating the chance that you’ll outlive your retirement savings? Investors in retirement...

Scott Ladner discusses the U.S. – Iran Conflict with NBC News

On Monday, January 6, 2020 Scott Ladner, Horizon's Chief Investment Officer, was quoted by NBC News on the importance of...

The True Value of Financial Advice

Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is...
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