Horizon Investments

Too Much of Nothing

Mike Dickson, Ph.D.

What tools can investors use to fight longevity risk in retirement? Many retirees today probably

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

Shades of ’87 as Treasury Yields Plummet

Mike Dickson, Ph.D.

Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government

Surprise! Pending Home Sales Surge

Mike Dickson, Ph.D.

The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength

Emerging Risks in U.S. Stocks

Zachary Hill, CFA®

U.S. stocks have clearly perked up so far this year. But now, two key market

Fast Take: Nov. 22 2022 | Market Update With Zach Hill, CFA®

Zachary Hill, CFA®

https://www.horizoninvestments.com/wp-content/uploads/2022/11/Zach-Hill-Fast-Take-FInal-Video.mp4 Hear Horizon’s thoughts on quarterly earnings, Fed policy, and market outlook. Disclosure: The commentary

Homebuyers Impacted by Inflation, Prices, and Rates

Horizon Investments

The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble

Some—Gasp!—Good News About Inflation

Horizon Investments

We all know that last week’s inflation report showed headline inflation continues to surge, with

What Rises Typically Converges

Horizon Investments

It’s a game of “catch me if you can” between investors and the Fed these

For Inflation and Interest Rates, We Expect “Higher For Longer”

Horizon Investments

Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates.

Zach Hill, CFA® gives insights after CPI Reading on Reuters TV

Horizon Investments

“The recent CPI report threw cold water on hopes that the Fed could ease up

Europe Hits the Brakes

Horizon Investments

All eyes were once again on interest rates last week, as the European Central Bank

Markets need to see at least three months of improvement in CPI prints

Horizon Investments

Head of Portfolio Management Zachary Hill, joined CNBC Worldwide Exchange to discuss the markets ahead

Here’s what investors expect the August jobs report to say

Horizon Investments

Chief Investment Officer Scott Ladner joined ‘Morning with Maria’ to weigh in on the August

Demand for new homes is down – what does that mean for investors?

Horizon Investments

Demand for new homes is way down. What does that mean for investors? New home

A Tale of Two Markets

Horizon Investments

It’s a safe assumption that when Bob Dylan sang “the first one now will later

Does This Rally Have Legs?

Horizon Investments

What a difference a couple of months can make. Since hitting its low point (closing

Wild Swings In Short-Term Treasury Yields = A Wild Ride For Stocks

Horizon Investments

Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road

What Are Bond Yields Telling Us Today?

Horizon Investments

As investors digested both the Fed’s decision to raise interest rates by another 75 basis

Tug of War | Inflation vs Growth

Horizon Investments

Overview Investors faced a wall of worry during the second quarter that proved to

Sky-High Earnings Expectations Need to Fall

Horizon Investments

Over the next few weeks, a steady stream of second-quarter earnings reports will reveal how

Stocks Rack Up Rare Back-to-Back Losses

Horizon Investments

The S&P 500 hasn’t seen two consecutive quarters of negative returns since the global financial

Keep Calm and Carry On

Horizon Investments

Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a

Zach Hill, CFA, joined Yahoo Finance Live to discuss recession possibilities

Horizon Investments

Zach Hill, CFA and ERShares COO Eva Ados joined Yahoo Finance Live after the closing

Mortgage Payments Are Through the Roof

Horizon Investments

Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates

Zach Hill, CFA®, shared his thoughts on the market with Reuters

Horizon Investments

Zach Hill, CFA®, head of portfolio management at Horizon Investments, says this bear market is

CIO Scott Ladner discussed inflation on ‘Word on Wall Street’

Horizon Investments

CIO Scott Ladner joined Brigg MacAdam LTD founding partner Greg Swenson and Rosecliff Capital CEO

Nowhere to Hide for Traditional Balanced Investors

Horizon Investments

Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope. The

Equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again

Horizon Investments

“…unless supply chains heal rapidly or workers flood back into the labor force, any equity

Stocks fell hard following the FOMC meeting announcement

Horizon Investments

Stocks fell hard Thursday, May 5, 2022 following the FOMC meeting announcement in which the

Scott sheds light on the micro vs macro market drivers.

Horizon Investments

Scott Ladner on air for Mornings with Maria Bartiromo. Scott sheds light on the micro

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments

Scott Ladner joins Kristina Hooper after the closing bell yesterday on Yahoo Finance to discuss

There’s something strange happening with energy ETFs.

Horizon Investments

There’s something strange happening with energy ETFs. Zachary Hill, CFA comments on the sector’s flagships

Are Bonds No Longer A Safe Haven For Investors?

Horizon Investments

Bonds are usually thought of as a safe haven for investors due to their lower

Making Sense of Investment Categories & Ratings Systems

Horizon Investments

The truth is, individual investors today don’t care as much about exposures as they do

The Preservation Puzzle: When to Change

Horizon Investments

We know that in Preservation, clients either ask or at least ponder: What product gives

Noise & Financial Planning

Horizon Investments

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

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

Active financial advice is the new reality

Horizon Investments

We see active financial advice as the new reality. Not robo. Not passive. But active!

Best Month for Stocks Now Faces Off With Fed, Inflation Catch

Horizon Investments

U.S. companies start to report the effect of decades-high inflation on their profit margins.

Market Volatility

Horizon Investments

“Volatility in the bond market is simply too high right now…” Zachary Hill, CFA is

Consumers are getting out of the house—and bringing their wallets.

Horizon Investments

As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our

Reading the Corporate Tea Leaves

Horizon Investments

Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings

Economic Health

Horizon Investments

Zachary Hill, CFA‘s insights on the economic health from a consumer and corporate perspective.

Stocks fluctuate to end whirlwind week

Horizon Investments

Stocks fluctuate to end whirlwind week. But have we hit the bottom?

Fed Finally Moves Against Inflation!

Horizon Investments

Fed Finally Moves Against Inflation With Rate Hike.

Wall Street adds to gains!

Horizon Investments

Wall Street adds to gains following surge in Chinese markets

Dead Money?

Horizon Investments

Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest

Stock Market outlook with Scott Ladner

Horizon Investments

Horizon Investments CIO, Scott Ladner joins Yahoo Finance Live to discuss the outlook for the

Market Volatility

Horizon Investments

Zachary Hill, CFA, Head of Portfolio Management at Horizon Investments, reviews market volatility with TD

Mornings with Maria

Horizon Investments

In case you missed it, check out Horizon Investments’ CIO Scott Ladner discussing his market

Is 80/20 the new 60/40?

Horizon Investments

Listen to what Scott Ladner, Horizon CIO, and Kevin O’Leary, O’Shares, say about hedging against

Beyond the Bond

Horizon Investments

Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments

Market Recap: Friday, January 7

Horizon Investments

Stocks closed the first trading week of 2022 in the red as investors digested a

Scott Ladner’s Interview on CNBC Pro

Scott Ladner

On Wednesday, March 10, 2021, Scott Ladner, Horizon’s Chief Investment Officer, spoke with CNBC Pro’s

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

Horizon Investments

Shades of ’87 as Treasury Yields Plummet

Mike Dickson, Ph.D.

Surprise! Pending Home Sales Surge

Mike Dickson, Ph.D.

Emerging Risks in U.S. Stocks

Zachary Hill, CFA®

Fast Take: Nov. 22 2022 | Market Update With Zach Hill, CFA®

Zachary Hill, CFA®

Homebuyers Impacted by Inflation, Prices, and Rates

Horizon Investments

Some—Gasp!—Good News About Inflation

Horizon Investments

What Rises Typically Converges

Horizon Investments

For Inflation and Interest Rates, We Expect “Higher For Longer”

Horizon Investments

Zach Hill, CFA® gives insights after CPI Reading on Reuters TV

Horizon Investments

Europe Hits the Brakes

Horizon Investments

Markets need to see at least three months of improvement in CPI prints

Horizon Investments

Here’s what investors expect the August jobs report to say

Horizon Investments

Demand for new homes is down – what does that mean for investors?

Horizon Investments

A Tale of Two Markets

Horizon Investments

Does This Rally Have Legs?

Horizon Investments

Wild Swings In Short-Term Treasury Yields = A Wild Ride For Stocks

Horizon Investments

What Are Bond Yields Telling Us Today?

Horizon Investments

Tug of War | Inflation vs Growth

Horizon Investments

Sky-High Earnings Expectations Need to Fall

Horizon Investments

Stocks Rack Up Rare Back-to-Back Losses

Horizon Investments

Keep Calm and Carry On

Horizon Investments

Zach Hill, CFA, joined Yahoo Finance Live to discuss recession possibilities

Horizon Investments

Mortgage Payments Are Through the Roof

Horizon Investments

Zach Hill, CFA®, shared his thoughts on the market with Reuters

Horizon Investments

CIO Scott Ladner discussed inflation on ‘Word on Wall Street’

Horizon Investments

Nowhere to Hide for Traditional Balanced Investors

Horizon Investments

Equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again

Horizon Investments

Stocks fell hard following the FOMC meeting announcement

Horizon Investments

Scott sheds light on the micro vs macro market drivers.

Horizon Investments

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments

There’s something strange happening with energy ETFs.

Horizon Investments

Are Bonds No Longer A Safe Haven For Investors?

Horizon Investments

Making Sense of Investment Categories & Ratings Systems

Horizon Investments

The Preservation Puzzle: When to Change

Horizon Investments

Noise & Financial Planning

Horizon Investments

Annuities in a Goals-Based Framework

Horizon Investments

Active financial advice is the new reality

Horizon Investments

Best Month for Stocks Now Faces Off With Fed, Inflation Catch

Horizon Investments

Market Volatility

Horizon Investments

Consumers are getting out of the house—and bringing their wallets.

Horizon Investments

Reading the Corporate Tea Leaves

Horizon Investments

Economic Health

Horizon Investments

Stocks fluctuate to end whirlwind week

Horizon Investments

Fed Finally Moves Against Inflation!

Horizon Investments

Wall Street adds to gains!

Horizon Investments

Dead Money?

Horizon Investments

Stock Market outlook with Scott Ladner

Horizon Investments

Market Volatility

Horizon Investments

Mornings with Maria

Horizon Investments

Is 80/20 the new 60/40?

Horizon Investments

Beyond the Bond

Horizon Investments

Market Recap: Friday, January 7

Horizon Investments

Scott Ladner’s Interview on CNBC Pro

Scott Ladner

Too Much of Nothing

Mike Dickson, Ph.D.

What tools can investors use to fight longevity risk in retirement? Many retirees today probably remember the 1976 disco hit “Right Back Where We Started

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.

Shades of ’87 as Treasury Yields Plummet

Mike Dickson, Ph.D.

Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government bonds has pushed yields to their lowest levels in months—and created

Surprise! Pending Home Sales Surge

Mike Dickson, Ph.D.

The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength in the real estate market this week is the latest

Emerging Risks in U.S. Stocks

Zachary Hill, CFA®

U.S. stocks have clearly perked up so far this year. But now, two key market metrics show a heightened level of risk in domestic equities

Fast Take: Nov. 22 2022 | Market Update With Zach Hill, CFA®

Zachary Hill, CFA®

Homebuyers Impacted by Inflation, Prices, and Rates

Horizon Investments

The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble for multiple sectors of the economy in the future. Today,

Some—Gasp!—Good News About Inflation

Horizon Investments

We all know that last week’s inflation report showed headline inflation continues to surge, with the consumer price index (CPI) accelerating by 8.2% in September

What Rises Typically Converges

Horizon Investments

It’s a game of “catch me if you can” between investors and the Fed these days. For the most part, the Fed’s recent series of

For Inflation and Interest Rates, We Expect “Higher For Longer”

Horizon Investments

Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates. Will it be yet another 75-basis point increase, as many

Zach Hill, CFA® gives insights after CPI Reading on Reuters TV

Horizon Investments

“The recent CPI report threw cold water on hopes that the Fed could ease up on policy tightening aimed at cooling inflation.” Zachary Hill, CFA.

Europe Hits the Brakes

Horizon Investments

All eyes were once again on interest rates last week, as the European Central Bank (ECB)—the eurozone’s equivalent of the Federal Reserve Board–raised interest rates

Markets need to see at least three months of improvement in CPI prints

Horizon Investments

Head of Portfolio Management Zachary Hill, joined CNBC Worldwide Exchange to discuss the markets ahead of the August CPI print.

Here’s what investors expect the August jobs report to say

Horizon Investments

Chief Investment Officer Scott Ladner joined ‘Morning with Maria’ to weigh in on the August jobs reports and unemployment rate.

Demand for new homes is down – what does that mean for investors?

Horizon Investments

Demand for new homes is way down. What does that mean for investors? New home sales plunged in July, falling nearly 13% to a seasonally-adjusted

A Tale of Two Markets

Horizon Investments

It’s a safe assumption that when Bob Dylan sang “the first one now will later be last,” he didn’t have financial markets in mind. And

Does This Rally Have Legs?

Horizon Investments

What a difference a couple of months can make. Since hitting its low point (closing price) for the year on June 16, the S&P 500

Wild Swings In Short-Term Treasury Yields = A Wild Ride For Stocks

Horizon Investments

Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road ahead for equities—and a break from market volatility—probably shouldn’t hold

What Are Bond Yields Telling Us Today?

Horizon Investments

As investors digested both the Fed’s decision to raise interest rates by another 75 basis points and the news that U.S. economic growth declined in

Tug of War | Inflation vs Growth

Horizon Investments

Overview Investors faced a wall of worry during the second quarter that proved to be insurmountable for stocks, bonds and virtually every other asset

Sky-High Earnings Expectations Need to Fall

Horizon Investments

Over the next few weeks, a steady stream of second-quarter earnings reports will reveal how companies have navigated historically high inflation, continued supply chain challenges,

Stocks Rack Up Rare Back-to-Back Losses

Horizon Investments

The S&P 500 hasn’t seen two consecutive quarters of negative returns since the global financial crisis—until now, that is. The index’s -16.1% return during the

Keep Calm and Carry On

Horizon Investments

Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a recession—up from just 18% in January. The newspaper noted that

Zach Hill, CFA, joined Yahoo Finance Live to discuss recession possibilities

Horizon Investments

Zach Hill, CFA and ERShares COO Eva Ados joined Yahoo Finance Live after the closing bell to examine the possibilities of a recession amid market

Mortgage Payments Are Through the Roof

Horizon Investments

Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates at their fastest pace on record—and potentially putting the squeeze

Zach Hill, CFA®, shared his thoughts on the market with Reuters

Horizon Investments

Zach Hill, CFA®, head of portfolio management at Horizon Investments, says this bear market is likely to stick around a while. Photo Source: Traders work

CIO Scott Ladner discussed inflation on ‘Word on Wall Street’

Horizon Investments

CIO Scott Ladner joined Brigg MacAdam LTD founding partner Greg Swenson and Rosecliff Capital CEO Mike Murphy on ‘Word on Wall Street’ to unpack markets

Nowhere to Hide for Traditional Balanced Investors

Horizon Investments

Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope. The classic portfolio of 60 percent equities and 40 percent fixed-income—the

Equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again

Horizon Investments

“…unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes

Stocks fell hard following the FOMC meeting announcement

Horizon Investments

Stocks fell hard Thursday, May 5, 2022 following the FOMC meeting announcement in which the Federal Reserve raised rates by 50 basis points as the

Scott sheds light on the micro vs macro market drivers.

Horizon Investments

Scott Ladner on air for Mornings with Maria Bartiromo. Scott sheds light on the micro vs macro market drivers. Tune in around the 2:20 marker.

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments

Scott Ladner joins Kristina Hooper after the closing bell yesterday on Yahoo Finance to discuss economic uncertainties behind China’s supply chain and COVID lockdowns, outlook

There’s something strange happening with energy ETFs.

Horizon Investments

There’s something strange happening with energy ETFs. Zachary Hill, CFA comments on the sector’s flagships ETFs

Are Bonds No Longer A Safe Haven For Investors?

Horizon Investments

Bonds are usually thought of as a safe haven for investors due to their lower risk/ lower return profile. For investors preparing for retirement, or those

Making Sense of Investment Categories & Ratings Systems

Horizon Investments

The truth is, individual investors today don’t care as much about exposures as they do outcomes. They’re asking how to build portfolios that will help

The Preservation Puzzle: When to Change

Horizon Investments

We know that in Preservation, clients either ask or at least ponder: What product gives me all the upside and no downside? Ah, the holy

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

Active financial advice is the new reality

Horizon Investments

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

Best Month for Stocks Now Faces Off With Fed, Inflation Catch

Horizon Investments

U.S. companies start to report the effect of decades-high inflation on their profit margins.

Market Volatility

Horizon Investments

“Volatility in the bond market is simply too high right now…” Zachary Hill, CFA is quoted on CNBC earlier today. As investors are keeping their

Consumers are getting out of the house—and bringing their wallets.

Horizon Investments

As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our key expectations for this year are that consumer spending will

Reading the Corporate Tea Leaves

Horizon Investments

Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings season could arguably be one of the most interesting and

Economic Health

Horizon Investments

Zachary Hill, CFA‘s insights on the economic health from a consumer and corporate perspective.

Stocks fluctuate to end whirlwind week

Horizon Investments

Stocks fluctuate to end whirlwind week. But have we hit the bottom?

Fed Finally Moves Against Inflation!

Horizon Investments

Fed Finally Moves Against Inflation With Rate Hike.

Wall Street adds to gains!

Horizon Investments

Wall Street adds to gains following surge in Chinese markets

Dead Money?

Horizon Investments

Watch this short video as Scott Ladner discusses the current market environment, the Fed, interest rates and more on TD Ameritrade Network.

Stock Market outlook with Scott Ladner

Horizon Investments

Horizon Investments CIO, Scott Ladner joins Yahoo Finance Live to discuss the outlook for the stock market ahead of President Biden addressing geopolitical tensions between

Market Volatility

Horizon Investments

Zachary Hill, CFA, Head of Portfolio Management at Horizon Investments, reviews market volatility with TD Ameritrade. Tune in to find out more.

Mornings with Maria

Horizon Investments

In case you missed it, check out Horizon Investments’ CIO Scott Ladner discussing his market sector picks on ‘Mornings with Maria’ on Fox Business Channel.

Is 80/20 the new 60/40?

Horizon Investments

Listen to what Scott Ladner, Horizon CIO, and Kevin O’Leary, O’Shares, say about hedging against rising inflation.

Beyond the Bond

Horizon Investments

Tracking alternative investments to Treasurys Kevin O’Leary of O’Shares and Scott Ladner of Horizon Investments discuss their favorite alternatives to bonds in the hunt for

Market Recap: Friday, January 7

Horizon Investments

Stocks closed the first trading week of 2022 in the red as investors digested a key report on the U.S. labor market recovery at the

Scott Ladner’s Interview on CNBC Pro

Scott Ladner

On Wednesday, March 10, 2021, Scott Ladner, Horizon’s Chief Investment Officer, spoke with CNBC Pro’s Yun Li around the S&P 500’s record close as Biden

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