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What Happened Last Week Trade Headlines: The US announced new tariffs against Brazil, Mexico, the
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Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near, investors may be concerned about how their portfolios will be
Eventually, many clients will rely on the nest egg they have accumulated and preserved to address their financial needs during what may be a lengthy
Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for many financial advisors, all while managing the operational and administrative
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
When was the last time a client asked, “What was my portfolio’s alpha?” You may encounter that question with institutions and sophisticated clients, but more
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
Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely to work for everyone. Horizon believes tactical strategies can offer
In the consumer market, high-quality products are identified as reliable, longer lasting, and are generally viewed very positively. Names of iconic brands receive instant recognition,
Historical Recessions Given the increase in signs of a cooling economy, this study aims to explain what typically happens before and during recessions, answering the
Bonds are usually thought of as a safe haven for investors due to their lower risk/ lower return profile. For investors preparing for retirement, or those
Many investors and financial advisors are still in the dark on what ESG factor investing means and how quickly the data behind this style of
Many investors and financial advisors are still in the dark on what ESG factor investing means and how quickly the data behind this style of
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