Spend Strategy Insights

Our insights on distribution strategies

More Reasons to Stick With Stocks in Retirement

Mike Dickson, Ph.D. May 9, 2024

Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner February 7, 2024

Chief Investment Officer Scott Ladner joins Gregg Greenberg with InvestmentNews to share how Horizon’s goals-based

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

The Retirement Income Challenge

Mike Dickson, Ph.D. June 21, 2023

With the oldest baby boomers over eleven years into retirement and the oldest Generation X

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner February 7, 2024

Get Your Time Back with an Efficient RMD Strategy

Mike Dickson, Ph.D. November 29, 2023

The Retirement Income Challenge

Mike Dickson, Ph.D. June 21, 2023

More Reasons to Stick With Stocks in Retirement

Mike Dickson, Ph.D.

Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending power: Consider sticking with stocks. One of our core beliefs

InvestmentNews: Overloading on stocks in retirement often makes sense

Scott Ladner

Chief Investment Officer Scott Ladner joins Gregg Greenberg with InvestmentNews to share how Horizon’s goals-based investment management differs from traditional investing. Watch Video

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

The Retirement Income Challenge

Mike Dickson, Ph.D.

With the oldest baby boomers over eleven years into retirement and the oldest Generation X members just eight years away, we now have over 135

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Spend Strategy Insights

More Reasons to Stick With Stocks in Retirement

InvestmentNews: Overloading on stocks in retirement often makes sense

Get Your Time Back with an Efficient RMD Strategy

The Retirement Income Challenge

InvestmentNews: Overloading on stocks in retirement often makes sense

Get Your Time Back with an Efficient RMD Strategy

The Retirement Income Challenge

More Reasons to Stick With Stocks in Retirement

InvestmentNews: Overloading on stocks in retirement often makes sense

Get Your Time Back with an Efficient RMD Strategy

The Retirement Income Challenge

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