Global Stocks Rally, Adding to Recent Gains
The number of Americans filing for jobless benefits fell more than expected during the week ending January 5th—another sign of labor market strength. However, the
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As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the ultimate reason behind saving and investing. By aligning investment solutions with investor goals, investors have better opportunities to measure the actual “real world” outcomes they seek.
Each client’s investment-related goals consist of three stages—accumulation (or the gain stage), preservation (or the protect stage) and distribution (or the spend stage). Importantly, for every goal, each stage has its own overarching objective and risk.
GAIN Stage
PROTECT Stage
SPEND StageThe number of Americans filing for jobless benefits fell more than expected during the week ending January 5th—another sign of labor market strength. However, the
2019 began with strong—albeit very mixed—signals about the health of the U.S. economy: The ISM Manufacturing index in December grew at the slowest pace in
Christmas week offered a mixed bag, economically. Initial jobless claims were lower than expected, but continuing claims were slightly more elevated than forecast. Manufacturing activity
Another week of mixed economic results, as the Philadelphia Fed manufacturing index and durable goods orders (as well as core durable goods orders) all were
U.S. consumers remain strong, as evidenced by better-than-expected retail sales in November. Industrial production was also healthier than anticipated for the month, although both manufacturing
Last week saw mixed signals once again for the U.S. economy. On the plus side: The Institute for Supply Management’s manufacturing index was robust, beating
The U.S. economy showed signs of both strength and weakness last week. Updated second-quarter GDP data remained robust, at 3.5%, while personal spending was stronger
The state of the housing market was in focus during the Thanksgiving holiday-shortened week. Existing home sales in October improved on a month-over-month basis and
A mixed week economically in the U.S., as better-than-expected retail sales growth in October was countered somewhat by soft industrial production. And while the NY
Watch as Greg Valliere, Horizon’s Chief Global Strategist, discusses politics and the impact they could have on the markets with Tom Lydon of ETF Trends
The Federal Reserve Board held interest rates steady, as expected, during a mixed week for the U.S. economy. On the one hand, the U.S. services
A largely positive week for the U.S. economy included a stronger-than-expected jobs report for October and a stable (and historically low) unemployment rate of 3.7%—two
Economic data released last week revealed strength in some key areas of the U.S. economy. For example, GDP growth during the third quarter was slightly
Capitol Notes by Greg Valliere Horizon’s Chief Global Strategist YESTERDAY WAS UGLY IN MANY RESPECTS. Our sense is that the pipe bomb terrorism will stoke passions
Horizon Investments is a modern, goals-based investment manager and think tank. Our focus is on goals-based investment strategies, to help financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals.
Founded in 1995, Horizon provided investment advice to individual clients while utilizing a process based on quantitative analysis. Today our investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. Over 20 years, we’ve continued to expand our investment management team to include the seasoned academics and research analysts needed to pursue forward-looking approaches to address a myriad of challenges that investors face while seeking to grow their wealth. As a result, financial advisors turn to Horizon for our innovative risk mitigation and retirement income strategies. Rooted in a global active investment approach, the firm’s GAIN PROTECT SPEND® framework, combined with its investment management methodology, has been a cornerstone of Horizon’s portfolio construction process for over a decade.
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