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

real spend

Skyrocketing Energy Prices Bring Back Bad 1970s Memories

Eye-popping jumps in energy prices worldwide has some people proclaiming we’re in a replay of the stagflation of the 1970s....

The Biggest Retirement Fear: Outliving My Money

From the youngest to the oldest American workers - GenZ to Baby Boomers - their greatest fear about retirement is...

Americans Seek Advice Amid Social Security’s Financial Stress

American workers just got another jolt of bad news about the financial health of Social Security. A recent report moved...

Americans Taking Early Retirement May Benefit from a Goals-Based Solution

Millions of workers are retiring early. But not necessarily because they want to. The pandemic is pushing them to bow...

Tough Tariff Talk Spooks Investors, Boosts Demand for Bonds

Investors last week saw a mixed bag, economically. Initial jobless claims, consumer confidence, the ISM manufacturing index and personal income...

Solving for the Major Risks in Retirement

Bond yields have fallen steadily, more or less, for the past 30-plus years—from nearly 16% in the early 1980s to...

Liquidity Risk: Accessing Retirement Income

Liquidity risk can be a major threat to financial security and peace of mind during retirement—which is why it should...

How to Fight Longevity Risk—Stretch Your Savings

Increasingly, retirees need to factor in longevity risk to their retirement planning. Simply put, longevity risk is the risk that...

Interest Rates Rise: What’s next?

The Federal Reserve Board in December voted to raise the federal funds rate, a key short-term interest rate that impacts...

Rising Costs: Bigger Threat to Retirement Than You Think

Inflation is well understood by most economists and investment professionals, but it’s usually not very clear to individual investors. That...

An Alternative to Annuities in a Fiduciary World

REAL SPEND: An Alternative to Annuities in a Fiduciary-Focused WorldThe Department of Labor’s fiduciary rule has given pause to some...

Top Stories

What Happens When The Fed Stops Raising Rates?