Solutions

Goals-Based Investing

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

Consulting Solutions

Align with a team that’s focused on your needs as a financial professional and an entrepreneur

Our Technology

Powerful advisor planning tools that are
easy-to-use—that’s Horizon’s Dashboard
Strategies

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

Horizon Funds

You are now leaving this website to go to HorizonMutualFunds.com

Continue

Explore mutual funds managed by Horizon Investments.
Insights
In the News

Research

Featured

Video

Special Report

Big Number

Market Notes

Menu

Explore All Insights

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...
Our People

Leadership

Sales Team

Investment Team

Our Culture

Insights

Insights categories

Filter out the daily noise.

Get in touch

Speak with someone in your area to learn more

VIX

Highest Market Volatility Since 1987 as Fed Cuts Rates to Zero

Highest volatility since 1987 Black Monday Crash

After Wild Ride Last Week, Equities Sink on Oil Shock

Last week, global equities ended roughly flat at 0.5% (MXWD) — the smallest week-over-week return since the start of 2020....

Equities Plummet Amid Whippy Trading as Fed Rate Cut Near Certain

What a week! Equities had a truly awful time, with global stocks ending down -10.4% (MXWD) in incredibly whippy trading....

Volatility down, markets up as trade frictions ease

The Big Number: -48.1%The percent decline in the CBOE Volatility Index (VIX) since August 5th, the height of the recent...

China Retaliates on Trade, Stocks Drop

BIG NUMBER-.11%(Click the chart below to view and download) WHAT IT ISThe yield that a new German 30-year bond fetched...

Stocks Drop in Volatile Week; Yield Curve Inverts

BIG NUMBER+64%(Click the chart below to view and download) WHAT IT ISThe jump, since the end of July, in the...

Trade Talks Continue to Drive Global Markets

BIG NUMBER7.0(Click the chart below to view and download) WHAT IT ISThe exchange rate between the U.S. Dollar and the...

Markets Sink on Trump Trade Tweet

BIG NUMBER94 Basis Points(Click the chart below to view and download) WHAT IT ISThe decline from the November 2018 highs...

Solid Earnings, Economic Data Push Markets Higher

BIG NUMBER10.1(Click the chart below to view and download) WHAT IT ISThe current difference in the price-to-earnings ratios of the...

Volatility Declines as Markets Rise

BIG NUMBER46.4% (Click the chart below to view and download) WHAT IT ISHow far current realized volatility in the S&P...

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...

Top Stories

What Happens When The Fed Stops Raising Rates?