The Stars at Night Aren’t the Only Things Shining Bright in the Lone Star State!

Robert Kaplan Discusses the Texas Economy at the CFA Society of Houston Luncheon Robert Kaplan, president of the Federal Reserve Bank of Dallas, spoke recently at a lunch sponsored by the CFA Society of Houston. As Director of Investments for Horizon Wealth Advisors, I am a member of the CFA … Read more »

Have No Fear! Why the Recent Inverted Yield Curve Should Not Cause Panic

Yesterday, investors woke up to the news that the yield curve has inverted, which means that short-term bond yields are higher than long-term bond yields.  In this case, investors were focused on the difference between the 2-year and 10-year U.S. Treasury bond yields.  This is considered to be worrisome because … Read more »

Horizon Wealth Advisors Ranked as One of Houston’s Top 10 Wealth Management Firms

We were so pleased to be recognized by AdvisoryHQ as one of Houston’s top financial advisors and wealth management firms in their 2018-2019 ranking of top financial advisors, Registered Investment Advisors (RIAs), and wealth management firms across the U.S. and U.K.  We were recognized for our proactive approach and responsiveness to each … Read more »