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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

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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

Spend Stage

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

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CNBC: The Bear Case for Consumer Staples

The staples companies were not hurt on the input side...

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CIO Scott Ladner on Fox Business: the economy and expectations for 2023

CIO Scott Ladner joined Maria Bartiromo on Fox Business to discuss the impact of inflation on earnings and his thoughts...

Market Volatility

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

Can Bonds Still Deliver the Returns Retirement Investors Need?

Explore whether bonds can still deliver the returns retirement investors need.
...

Global Markets Rally On Stimulus Hopes, Prospect of Democratic Sweep

International developed equities led the way lower
...

Markets Fell Again Last Week, Led Lower By Non-US Equities

International developed equities led the way lower
...

The Race Is On — 2020 U.S. Election Calendar of Events

We’ve talked about it for months, and it’s finally here! The first Presidential debate is this Tuesday, September 29th —...

Stock Market Sees Longest Losing Streak In Almost a Year

Euphoria in domestic equity markets unwinds
...

Markets “sell the winners” again last week

Market turbulence continued last week in another “sell the winners” week of trading, shortened by the Labor Day holiday. The...

Does Covid Second Wave Seem Too Remote?

There are now more Covid-19 cases in Europe than there are in the U.S., according to the World Health Organization...

Stock Market Sell-off Biggest Since June

Last week was another reminder that stocks don’t go straight up all the time.
...