Solutions

Goals-Based Investing

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

Consulting Solutions

Align with a team that’s focused on your needs as a financial professional and an entrepreneur

Our Technology

Powerful advisor planning tools that are
easy-to-use—that’s Horizon’s Dashboard
Strategies

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

Horizon Funds

You are now leaving this website to go to HorizonMutualFunds.com

Continue

Explore mutual funds managed by Horizon Investments.
Insights
In the News

Research

Featured

Video

Special Report

Big Number

Market Notes

Menu

Explore All Insights

Top Stories

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...
Our People

Leadership

Sales Team

Investment Team

Our Culture

Insights

Insights categories

Filter out the daily noise.

Get in touch

Speak with someone in your area to learn more

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...

Top Stories

What Happens When The Fed Stops Raising Rates?