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Goals-Based Investing

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How Is Goals Based Investing Like a Day at the Beach?


Planning: How the Tariff Showdown Impacts the Markets

The tariff showdown between the U.S. and China took main stage during Q2. In this issue of Focus, our team explores how the "swings" taken by the two countries impacted markets and also examines the impact of social media on planning.Our planning section discusses the significance of the sequence of returns risk to the planning process and addresses the question -- "Is now the right time to invest?"Also in this issue, our portfolio managers take a comprehensive look at market activity and explain how they navigated our Gain Protect Spend® strategies through the ups and downs.Q2 2019 Market Review ReportTo Learn more about Horizon and how we can empower you, contact us Today at 866.371.2399 EXT.202 or info@horizoninvestments.com.

Planning: Because the World Keeps Spinning

In many ways, the old-school merry-go-round is like the markets. A goals-based investment strategy can help you in selecting a solution for your client that may address a variety of market scenarios. Watch our Q1 video to gain our insight, below.

New Nationalism: What Does It Mean For Investors?

Nationalism has long been a key tenet of the Trump administration.

Unemployment Rate Hits 48-Year-Low to Start Fourth Quarter

Fed Raises Rates as Third Quarter Comes to a Close

Investors Shrug Off Trade Concerns and Push Stocks Higher

Investors Cheer Strong Consumers, Moderate Inflation

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