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Preservation of wealth: As clients near a goal, investing behavioral mistakes can be addressed with strategies that seek to reduce the risk of catastrophic loss

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Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk

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What Happens When The Fed Stops Raising Rates?

What Happens When The Fed Stops Raising Rates?

Stocks stand to benefit if the Fed eases up on...

Shades of ’87 as Treasury Yields Plummet

Shades of ’87 as Treasury Yields Plummet

Bank woes raise questions about the Fed’s next move.Investors’ sudden...
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investment management

Surging inflation sparks another sell off for stocks

Tech stocks spur Wall Street slide as investors continue to monitor inflation impact

Q4 2019: Quarterly Review & 2020 Market Outlook

2020 is here and the late-cycle rhetoric of the herd has only grown louder. What's an investor to do? Should...

Q3 2019: Quarterly Review

A shorter and more volatile news cycle will likely continue to whipsaw markets and investors’ emotions. What are the issues...

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...

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...

Markets Continue to Focus on Trade Issues

It was a week when politics tended to overshadow economics, with stocks selling off and U.S. Treasuries rallying. The S&P...

Markets Down Slightly as China Trade Dispute Continues

Hopes for a quick resolution to the China trade dispute faded this past week, and the market had to come...

Trade Dispute with China Dominates Markets

The trade dispute with China dominated markets during the week, beginning with President Trump’s Sunday night tweet announcing plans to...

Fed Continues Its Wait and See Approach

April jobs numbers came out well above economists’ estimates, bringing the jobless rate to a 49-year low at 3.6%. The...

GDP Surprises, Up 3.2% in 1Q

The U.S. Commerce Department reported first-quarter GDP on Friday, and it was a pleasant surprise, up 3.2% compared to expectations...

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...

Top Stories

What Happens When The Fed Stops Raising Rates?