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

retirement

Many GenXers Agree: It’ll Take a Miracle to Have a Secure Retirement

A large swath of the GenX population, many of whom are 20 years or less from the end of their...

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...

Does It Make Sense to Invest in Stocks When They’re at Record Highs?

The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over the age of 65 left...

Over 65 Years Old and Working? It’s Not as Common Anymore

The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over the age of 65 left...

Corporate America’s Profit Machine Is as Strong as Ever

You’ve likely heard that second quarter profits are surging, driven by easy year-over-year comparisons and the reopening of the economy...

Are Glide Path Strategies Still a Good Option for Retirement?

Target date funds operate under the assumption that someone’s asset allocation should follow a glide path, automatically shifting a portfolio...

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...

It’s Getting Harder to Fund Retirement Using Bonds

Inflation is eating part of your retirement plan. Sure, it looks like investment grade (IG) corporate bonds have a nice,...

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...

How Can You Reduce Longevity Risk for Retirement Investors?

According to a recent Morningstar report, nearly $2 trillion in assets are invested in target date funds, strategies representing the...

Managed Money and Annuities

For years, conventional wisdom has held that individuals nearing retirement should increase their fixed income allocation to protect assets and...

Top Stories

What Happens When The Fed Stops Raising Rates?