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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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CIO Scott Ladner Talks Fed Policy with CNBC

CIO Scott Ladner Talks Fed Policy with CNBC

CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed's...

What Rises Typically Converges

What Rises Typically Converges

It’s a game of “catch me if you can” between...
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low volatility

Low Volatility Investing with Conviction

OverviewBehavioral finance theories tell us that investors strongly prefer to avoid losses over acquiring gains of the same magnitude. Essentially,...

Why Valuations Don’t Matter for Low Volatility Investing

OverviewLow volatility ETFs have experienced a surge in interest in recent years. Given the financial market’s sometimes gut-churning ups and...

Low-Volatility Settles In – For Now

Negative interest rates. Slow economic growth. The possibility of “Brexit.” If equity investors are worried about these and other concerns,...

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Top Stories

CIO Scott Ladner Talks Fed Policy with CNBC

CIO Scott Ladner Talks Fed Policy with CNBC

What Rises Typically Converges

What Rises Typically Converges

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low volatility

Low Volatility Investing with Conviction

Why Valuations Don’t Matter for Low Volatility Investing

Low-Volatility Settles In – For Now

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

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See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

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