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Goals-Based Investing

More Reasons to Stick With Stocks in Retirement

Mike Dickson, Ph.D. May 9, 2024

Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner February 12, 2024

Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner February 7, 2024

Chief Investment Officer Scott Ladner joins Gregg Greenberg with InvestmentNews to share how Horizon’s goals-based

Masterclass: Portfolio Construction with Austin Fitch, CFA®

Austin Fitch, CFA® October 31, 2023

MASTERCLASS: Portfolio Construction The portfolio construction process can be broken down into a series of

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA® July 19, 2023

When was the last time a client asked, “What was my portfolio’s alpha?” You may

Market Update + Outlook with CIO Scott Ladner and Austin Fitch CFA®

Horizon Investments March 27, 2023

Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what

Noise & Financial Planning

Horizon Investments April 22, 2022

Kahneman’s Behavioral Approach Noise: an unwanted variability in decision-making. Ask yourself, when am I at

Annuities in a Goals-Based Framework

Horizon Investments April 22, 2022

Investment professionals rarely agree on the risks and direction of markets, yet many would agree

The True Value of Financial Advice

Horizon Investments March 16, 2022

The Critical 5% – Financial Planning for Normal & Abnormal Markets

Horizon Investments March 16, 2022

Do Bonds Really Offset the Stock Market’s Declines?

Scott Ladner February 11, 2021

A common investor assumption is that bonds tend to go up in value when the

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner February 12, 2024

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner February 7, 2024

Masterclass: Portfolio Construction with Austin Fitch, CFA®

Austin Fitch, CFA® October 31, 2023

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA® July 19, 2023

Market Update + Outlook with CIO Scott Ladner and Austin Fitch CFA®

Horizon Investments March 27, 2023

Noise & Financial Planning

Horizon Investments April 22, 2022

Annuities in a Goals-Based Framework

Horizon Investments April 22, 2022

The True Value of Financial Advice

Horizon Investments March 16, 2022

The Critical 5% – Financial Planning for Normal & Abnormal Markets

Horizon Investments March 16, 2022

Do Bonds Really Offset the Stock Market’s Declines?

Scott Ladner February 11, 2021

Categories

Topics

More Reasons to Stick With Stocks in Retirement

Mike Dickson, Ph.D.

Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending power: Consider sticking with stocks. One of our core beliefs

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner

Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to invest? Chief Investment Officer

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner

Chief Investment Officer Scott Ladner joins Gregg Greenberg with InvestmentNews to share how Horizon’s goals-based investment management differs from traditional investing. Watch Video

Masterclass: Portfolio Construction with Austin Fitch, CFA®

Austin Fitch, CFA®

MASTERCLASS: Portfolio Construction The portfolio construction process can be broken down into a series of important decisions, including asset allocation, manager due diligence, and more.

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA®

When was the last time a client asked, “What was my portfolio’s alpha?” You may encounter that question with institutions and sophisticated clients, but more

Market Update + Outlook with CIO Scott Ladner and Austin Fitch CFA®

Horizon Investments

Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what they are watching.

Noise & Financial Planning

Horizon Investments

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

Annuities in a Goals-Based Framework

Horizon Investments

Investment professionals rarely agree on the risks and direction of markets, yet many would agree that planning for retirement is one of the most important

The True Value of Financial Advice

Horizon Investments

The Critical 5% – Financial Planning for Normal & Abnormal Markets

Horizon Investments

Do Bonds Really Offset the Stock Market’s Declines?

Scott Ladner

A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s been true during the bond