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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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Hard Truths About Soft Landings

Hard Truths About Soft Landings

Throughout 2022, investors have seen various positive economic developments as...

Final Fed meeting has potential to be a ‘market mover’

Final Fed meeting has potential to be a ‘market mover’

Scott Ladner recently appeared on ‘Mornings with Maria’ with Fox...
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Investors

When It’s Time to Change

Investors are shifting gears in the wake of good inflation news. Will it last? The tide is turning—maybe. Following last...

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

Demand for new homes is way down. What does that mean for investors? New home sales plunged in July, falling...

Keep Calm and Carry On

Economists surveyed by the Wall St. Journal now say there's a 44% chance of a recession—up from just 18% in...

Nowhere to Hide for Traditional Balanced Investors

Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope.The classic portfolio of 60 percent equities...

Are Bonds No Longer A Safe Haven For Investors?

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

Market Volatility

"Volatility in the bond market is simply too high right now..." Zachary Hill, CFA is quoted on CNBC earlier today....

Investors are despondent—but there’s a silver lining

Investors sure are a gloomy bunch these days. How downbeat are they? According to the AAII Investor Sentiment Survey1 (a...

Retirement Planning: Are Investors Underestimating Longevity Risk?

Risks investors face in retirement Could you be underestimating the chance that you’ll outlive your retirement savings? Investors in retirement...

2020 US Election Outlook

Explore the 3 most likely 2020 election outcomes and their implications for financial markets and investors.

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...

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Hard Truths About Soft Landings