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

Skyrocketing Energy Prices Bring Back Bad 1970s Memories

Scott Ladner October 6, 2021

Eye-popping jumps in energy prices worldwide has some people proclaiming we’re in a replay

The Biggest Retirement Fear: Outliving My Money

Scott Ladner September 30, 2021

From the youngest to the oldest American workers – GenZ to Baby Boomers – their

Americans Seek Advice Amid Social Security’s Financial Stress

Scott Ladner September 9, 2021

American workers just got another jolt of bad news about the financial health of Social

Americans Taking Early Retirement May Benefit from a Goals-Based Solution

Scott Ladner April 22, 2021

Millions of workers are retiring early. But not necessarily because they want to. The pandemic

You May Need a Bigger Down Payment for a New Home

Scott Ladner February 26, 2021

Up, up and away for the price of a new single-family home, which reached a

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

Skyrocketing Energy Prices Bring Back Bad 1970s Memories

Scott Ladner October 6, 2021

The Biggest Retirement Fear: Outliving My Money

Scott Ladner September 30, 2021

Americans Seek Advice Amid Social Security’s Financial Stress

Scott Ladner September 9, 2021

Americans Taking Early Retirement May Benefit from a Goals-Based Solution

Scott Ladner April 22, 2021

You May Need a Bigger Down Payment for a New Home

Scott Ladner February 26, 2021

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

Skyrocketing Energy Prices Bring Back Bad 1970s Memories

Scott Ladner

Eye-popping jumps in energy prices worldwide has some people proclaiming we’re in a replay of the stagflation of the 1970s. That view ignores substantial

The Biggest Retirement Fear: Outliving My Money

Scott Ladner

From the youngest to the oldest American workers – GenZ to Baby Boomers – their greatest fear about retirement is…

Americans Seek Advice Amid Social Security’s Financial Stress

Scott Ladner

American workers just got another jolt of bad news about the financial health of Social Security. A recent report moved up the program’s insolvency date…

Americans Taking Early Retirement May Benefit from a Goals-Based Solution

Scott Ladner

Millions of workers are retiring early. But not necessarily because they want to. The pandemic is pushing them to bow out of a job, according

You May Need a Bigger Down Payment for a New Home

Scott Ladner

Up, up and away for the price of a new single-family home, which reached a record high $408,800 to kick off 2021. Goals-based clients who

Spend Strategy Insights

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