Risk Mitigation

Q3 2024 – Strategies in Review

Zachary Hill, CFA® October 11, 2024

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country

Q2 2024 – Strategies in Review

Zachary Hill, CFA® July 9, 2024

Gain Strategies Global stocks continued their upward march in the second quarter, powered higher

Q1 2024 – Strategies in Review

Zachary Hill, CFA® April 11, 2024

Gain Strategies Global stocks put in another strong quarter to start 2024 as continued

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA® January 24, 2024

Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for

Q4 2023 – Strategies in Review

Zachary Hill, CFA® January 12, 2024

Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a

Get Your Time Back with an Efficient RMD Strategy

Mike Dickson, Ph.D. November 29, 2023

Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of

Q3 2023 – Strategies in Review

Zachary Hill, CFA® October 19, 2023

Gain Strategies After a surprising and surprisingly positive first half of the year for financial

Call Me!

Mike Dickson, Ph.D. August 9, 2023

A covered call strategy offers the potential for risk mitigation, current income, and outperformance. Innovative

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA® July 19, 2023

When was the last time a client asked, “What was my portfolio’s alpha?” You may

Q2 2023 – Strategies in Review

Zachary Hill, CFA® July 14, 2023

Gain Strategies After a furious and volatile start to the year for stock and bond

Q1 2023 – Strategies in Review

Zachary Hill, CFA® April 24, 2023

Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but

Q4 2022 – Strategies in Review

Zachary Hill, CFA® January 30, 2023

Gain Strategies The final quarter of what has been a difficult year for asset owners

When Risk Management Fails

Mike Dickson, Ph.D. January 19, 2023

Put “protection” has come up short lately—but there’s a better way. Put options are often

2022 Q3 – Strategies in Review

Horizon Investments October 13, 2022

Gain Strategies This year’s punishing price action across markets continued last quarter as global stocks

2022 Q2 – Strategies in Review

Horizon Investments July 25, 2022

Gain Strategies The second quarter of 2022 was another difficult one for asset markets

The True Value of Financial Advice

Horizon Investments March 16, 2022

The Critical 5% – Financial Planning for Normal & Abnormal Markets

Horizon Investments March 16, 2022

Using an 80 /20 Portfolio with Risk Mitigation to Replace a 60/40

Horizon Investments March 4, 2022

Many investors and financial advisors are still in the dark on what ESG factor investing

Q2 2024 – Strategies in Review

Zachary Hill, CFA® July 9, 2024

Q1 2024 – Strategies in Review

Zachary Hill, CFA® April 11, 2024

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA® January 24, 2024

Q4 2023 – Strategies in Review

Zachary Hill, CFA® January 12, 2024

Get Your Time Back with an Efficient RMD Strategy

Mike Dickson, Ph.D. November 29, 2023

Q3 2023 – Strategies in Review

Zachary Hill, CFA® October 19, 2023

Call Me!

Mike Dickson, Ph.D. August 9, 2023

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA® July 19, 2023

Q2 2023 – Strategies in Review

Zachary Hill, CFA® July 14, 2023

Q1 2023 – Strategies in Review

Zachary Hill, CFA® April 24, 2023

Q4 2022 – Strategies in Review

Zachary Hill, CFA® January 30, 2023

When Risk Management Fails

Mike Dickson, Ph.D. January 19, 2023

2022 Q3 – Strategies in Review

Horizon Investments October 13, 2022

2022 Q2 – Strategies in Review

Horizon Investments July 25, 2022

The True Value of Financial Advice

Horizon Investments March 16, 2022

The Critical 5% – Financial Planning for Normal & Abnormal Markets

Horizon Investments March 16, 2022

Using an 80 /20 Portfolio with Risk Mitigation to Replace a 60/40

Horizon Investments March 4, 2022

Q3 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country World Index) and core bonds (Bloomberg US Aggregate Index), the

Q2 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Global stocks continued their upward march in the second quarter, powered higher by continued economic resilience and investor enthusiasm around the AI-theme.

Q1 2024 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Global stocks put in another strong quarter to start 2024 as continued economic upside surprises, especially in the U.S. and falling bond

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA®

Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for many financial advisors, all while managing the operational and administrative

Q4 2023 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies In a topsy-turvy year for investors and economists alike, 2023 ended on a high note with strong rallies across equities and fixed income.

Get Your Time Back with an Efficient RMD Strategy

Mike Dickson, Ph.D.

Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of retirement accounts as America’s second-largest generation approaches the IRS’s required

Q3 2023 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies After a surprising and surprisingly positive first half of the year for financial markets, the recovery from the challenging market conditions of 2022

Call Me!

Mike Dickson, Ph.D.

A covered call strategy offers the potential for risk mitigation, current income, and outperformance. Innovative strategies to mitigate risk and generate income are an important

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA®

When was the last time a client asked, “What was my portfolio’s alpha?” You may encounter that question with institutions and sophisticated clients, but more

Q2 2023 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies After a furious and volatile start to the year for stock and bond markets, the second quarter provided a welcome respite for investors

Q1 2023 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but generally positive first quarter of the new year for equities

Q4 2022 – Strategies in Review

Zachary Hill, CFA®

Gain Strategies The final quarter of what has been a difficult year for asset owners finished on a positive note as both global stocks (MSCI

When Risk Management Fails

Mike Dickson, Ph.D.

Put “protection” has come up short lately—but there’s a better way. Put options are often a go-to risk management strategy among investors seeking protection against

2022 Q3 – Strategies in Review

Horizon Investments

Gain Strategies This year’s punishing price action across markets continued last quarter as global stocks (MSCI ACWI Index), and core bonds (Bloomberg U.S. Aggregate Index)

2022 Q2 – Strategies in Review

Horizon Investments

Gain Strategies The second quarter of 2022 was another difficult one for asset markets as investors continue to grapple with the outlook for inflation

The True Value of Financial Advice

Horizon Investments

The Critical 5% – Financial Planning for Normal & Abnormal Markets

Horizon Investments

Using an 80 /20 Portfolio with Risk Mitigation to Replace a 60/40

Horizon Investments

Many investors and financial advisors are still in the dark on what ESG factor investing means and how quickly the data behind this style of

Risk Mitigation

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