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Horizon’s distinctive approach of marrying investment strategies to financial planning

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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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Top Stories

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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U.S. economy

Déjà Vu All Over Again

American workers are reliving the past – and that’s a potentially big problem. The reason: Real wages adjusted for inflation have...

Capital Gains Taxes and S&P 500 Returns: Complete Strangers for Over 60 Years

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Surging Spending on Big-Ticket Items, What Does It Mean for Inflation?

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Inflation Fixation, Bubble Trouble

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Small-Cap EPS Growth Is Expected to Be 4x Faster than S&P 500

Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year to date, the S&P Small-Cap...

Markets Rise Following Testimony from Fed Chairman Powell

BIG NUMBER-0.34% (Click the chart below to view and download) WHAT IT ISThe year-to-date decline in the 10-year global real...

Stocks Close Near Record Highs as Dollar Strengthens

BIG NUMBER34% (Click the chart below to view and download) WHAT IT ISThe amount the U.S. trade weighted dollar has...

Assets in Money Market Funds Hit New Record

BIG NUMBER$3.18 Trillion (Click the chart below to view and download) WHAT IT ISThe amount of money held in U.S....

Markets Rally as Fed Indicates It May Ease Rates

BIG NUMBER$13 Trillion - Global Negative Aggregate Yielding Debt (Click the chart below to view and download) WHAT IT ISThe...

Slow Week in the Markets as Investors Await Fed

BIG NUMBER83% Probability of Fed Funds rate cut by July 31st(Click the chart below to view and download) WHAT IT...

Jobless Rate Remains Near 50-Year Low

BIG NUMBER3.6% - U.S. Unemployment Rate for May(Click the chart below to view and download) WHAT IT ISThe May unemployment...

Top Stories

What Happens When The Fed Stops Raising Rates?

What Happens When The Fed Stops Raising Rates?

Shades of ’87 as Treasury Yields Plummet

Shades of ’87 as Treasury Yields Plummet

Insights

Insights categories

Filter out the daily noise.

Get in touch

U.S. economy

Déjà Vu All Over Again

Capital Gains Taxes and S&P 500 Returns: Complete Strangers for Over 60 Years

Surging Spending on Big-Ticket Items, What Does It Mean for Inflation?

Inflation Fixation, Bubble Trouble

Small-Cap EPS Growth Is Expected to Be 4x Faster than S&P 500

Markets Rise Following Testimony from Fed Chairman Powell

Stocks Close Near Record Highs as Dollar Strengthens

Assets in Money Market Funds Hit New Record

Markets Rally as Fed Indicates It May Ease Rates

Slow Week in the Markets as Investors Await Fed

Jobless Rate Remains Near 50-Year Low

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

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