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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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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...
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risk assist

Putting It All Together

Over the past few weeks, we’ve explored the key issues around the importance of mitigating risk in clients’ investment portfolios,...

Six Components for an Effective Risk Mitigation Strategy

As clients close in on their goals, they need tools and strategies to mitigate the specific investment risks they now...

A Closer Look at Four Risk Mitigation Strategies

As investors approach the time when they will begin tapping their portfolios to pay for a goal, they need to...

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...

How Effective is Volatility Forecasting in Equity Markets?

OverviewA widely held belief among investors is that volatility is predictable, which is why it plays a crucial role in...

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...

Risk Assist Update — A Strategy To Protect Investors’ Recent Gains

In response to the continued positive returns in the equity markets, Horizon has implemented a strategy in several of...

As Volatility Falls, Risk Assist Portfolios Continue To Unhedge

The beginning of 2016 was marked by high volatility in the markets, which has since declined in recent weeks. This...

Top Stories

What Happens When The Fed Stops Raising Rates?