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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

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CIO Scott Ladner joined TD Ameritrade Network to discuss A.I.

CIO Scott Ladner joined TD Ameritrade Network to discuss A.I.

A.I. Is Helping Fight Inflation & Growth Slowdowns

Tech Sector Thumbs Its Nose at Higher Rates

Tech Sector Thumbs Its Nose at Higher Rates

Is the fast-moving market moving too fast? Technology stocks generally...
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Q1 2023 – Strategies in Review

Gain Strategies Investors shifted among dominant themes numerous times in what was a volatile but generally positive first quarter of...

Q4 2022 – Strategies in Review

Gain Strategies The final quarter of what has been a difficult year for asset owners finished on a positive note...

2022 Q3 – Strategies in Review

Gain Strategies This year's punishing price action across markets continued last quarter as global stocks (MSCI ACWI Index), and core...

2022 Q2 – Strategies in Review

Gain Strategies The second quarter of 2022 was another difficult one for asset markets as investors continue to grapple...

The True Value of Financial Advice

Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is...

Markets Continue to Focus on Trade Issues

It was a week when politics tended to overshadow economics, with stocks selling off and U.S. Treasuries rallying. The S&P...

Markets Down Slightly as China Trade Dispute Continues

Hopes for a quick resolution to the China trade dispute faded this past week, and the market had to come...

Trade Dispute with China Dominates Markets

The trade dispute with China dominated markets during the week, beginning with President Trump’s Sunday night tweet announcing plans to...

Fed Continues Its Wait and See Approach

April jobs numbers came out well above economists’ estimates, bringing the jobless rate to a 49-year low at 3.6%. The...

GDP Surprises, Up 3.2% in 1Q

The U.S. Commerce Department reported first-quarter GDP on Friday, and it was a pleasant surprise, up 3.2% compared to expectations...

Jobless Numbers Stay Near 50-year Low

Stocks saw modest returns last week as earnings season kicked into high gear. The S&P 500 closed in on earlier...

Top Stories

CIO Scott Ladner joined TD Ameritrade Network to discuss A.I.