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Goals-Based Investing

Horizon’s distinctive approach of marrying investment strategies to financial planning

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Gain Stage

Accumulation of wealth: Clients have one chance to meet their goal. That’s why we believe they need portfolios that actively adapt as global markets change

Protect Stage

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

Spend Stage

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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investments

Mornings with Maria

In case you missed it, check out Horizon Investments' CIO Scott Ladner discussing his market sector picks on 'Mornings with...

Is 80/20 the new 60/40?

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

Cambridge Advisor Experience Conference

Our recent Advisor Experience Conference at our headquarters in Charlotte, NC. This two-day conference provided an excellent opportunity to bring...

Goals-Based Approach vs Traditional Approach

Our mission is to provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their...

Financials Shine as Bond Prices Fall

Economic data out of the U.S. last week was upbeat: Housing starts, retail sales and industrial production all came in...

Putting It All Together

Over the past few weeks, we’ve explored the key issues around the importance of mitigating risk in clients’ investment portfolios,...

Global Stocks Rise for the Week

Economic data coming out of the U.S. last week was disappointing. Initial jobless claims were higher than expected, while we...

Stocks Slump on Trump’s Tariff Talk

U.S. economic data disappointed last week, with initial jobless claims and the unemployment rate higher than expected. Additionally, factory orders,...

Six Components for an Effective Risk Mitigation Strategy

As clients close in on their goals, they need tools and strategies to mitigate the specific investment risks they now...

Strong Week, but Rough Quarter for Financial Markets

The final week of the first quarter saw generally positive economic data in the U.S. Jobless claims fell to their...

Fears of Trade War Put Pressure on Equities

It was an tough week for global stocks, and the worst weekly performance for U.S equities since January, 2016. For...

Top Stories

What Happens When The Fed Stops Raising Rates?