Horizon Ranks Among Top Houston Wealth Management Firms in 2020

We are pleased to announce that we have ranked #17 in this year’s list of top Houston-area wealth management firms published by the Houston Business Journal. The list, which is compiled through questionnaires and public filings, ranks leading wealth management firms and practices with investment minimums of less than $1 … Read more »

Backdoor Roth IRA Contributions

Implementing a “Backdoor Roth” strategy is a terrific way to build after tax retirement balances.  Roth IRAs allow for annual non-deductible IRA contributions which grow tax-free and there are never any required distributions as with a tax deductible IRA.  This makes Roth IRAs a very appealing savings option for those … Read more »