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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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Hard Truths About Soft Landings

Hard Truths About Soft Landings

Throughout 2022, investors have seen various positive economic developments as...

Final Fed meeting has potential to be a ‘market mover’

Final Fed meeting has potential to be a ‘market mover’

Scott Ladner recently appeared on ‘Mornings with Maria’ with Fox...
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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...

Earnings Season Kicks Off With the Big Banks

Earnings season kicked into high gear last week with the first reports from the big banks, J.P. Morgan and Wells...

Good Jobs Numbers Show Growth Likely to Continue

It was a good week for global stocks, jumpstarted by news of better-than-expected Purchasing Manager Index (PMI) numbers out of...

Top Stories

Hard Truths About Soft Landings