Keeping the faith when riding out a Bear Market

One of the most difficult exercises for long term investors is staying the course in the face of sizable market declines. Owen wrote an excellent article just last month on the market’s activity since the beginning of the year and we’ve seen further declines since then. Times like this really … Read more »

Employee Spotlight Series: Featuring Partner and President Larry Maddox

At Horizon Wealth Advisors, we are committed to helping our clients through a proactive and tailored approach. As part of our fiduciary commitment, we always put our clients first by working to gain a deep understanding of each client and their unique situation so that we can be effective as … Read more »

Employee Spotlight Series: Featuring Financial Planning Director Colin Lee

At Horizon Wealth Advisors, we are committed to helping our clients through a proactive and tailored approach. As part of our fiduciary commitment, we always put our clients first by working to gain a deep understanding of each client and their unique situation so that we can be effective as … Read more »

Financial Fragmentation Series – Part 3: How to Avoid or Minimize Financial Fragmentation

This is the final post in our Financial Fragmentation blog series. To view the previous post in this series, please see here. Reviewing your financial plans and goals on a regular basis is especially important for successful financial planning. To finish our Financial Fragmentation blog series, we would like to … Read more »

Financial Fragmentation Series – Part 2: What Are the Consequences of Financial Fragmentation?

This post is part of our Financial Fragmentation blog series. To view the first post in the series, please see here. One of the most important functions of financial planning is to avoid making a big mistake. To continue our Financial Fragmentation blog series, following is a list of many … Read more »

Financial Fragmentation Series – Part 1: Is Your Planning Affected by Financial Fragmentation?

The term financial fragmentation suggests a lack of coordination among your various financial arrangements. Financial fragmentation occurs when financial strategies are not properly coordinated with one another and are not properly integrated with your goals and objectives. For example, how do your taxes impact your investment choices? How does your … Read more »

Employee Spotlight Series: Featuring Partner and Director of Investments Owen Murray

At Horizon Wealth Advisors, we are committed to helping our clients through a proactive and tailored approach. As part of our fiduciary commitment, we always put our clients first by working to gain a deep understanding of each client and their unique situation so that we can be effective as … Read more »

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