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This year, we are pleased to celebrate 20 years in business and are especially thankful to our loyal clients and friends, who have been an integral part of our journey and whose trust and support are the biggest drivers for our continued growth. With a spirit of deep gratitude, we … Read more »
Quarterly Returns For the year, so far, the S&P 500 is up an impressive 20.6%, which is the best year-to-date performance through September since 1997. While the third quarter ended on a positive note, there was more than enough volatility to rattle investor nerves. While the S&P 500 was up … Read more »
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 »
Our responses to the top 3 questions our clients ask as they prepare for retirement As our clients begin approaching retirement, they begin to have new questions for us and it’s our job to help them understand how to prepare financially for a comfortable, worry-free retirement. The notion of retirement … Read more »
The second quarter continued the sharp upward momentum that began in the first quarter, with the S&P 500 adding 4.3% for the quarter. The strong market performance brought new all-time highs for the S&P 500 and Nasdaq. With two positive quarters in the books, the S&P 500 is up an … Read more »
In recent days, the stock market has experienced a bout of volatility. This follows headlines relating to setbacks in the ongoing trade negotiations between the U.S. and China. Specifically, President Trump threatened a new round of tariffs on imported goods from China, and China responded in kind with their own … Read more »
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 »
Market Recap For the quarter, U.S. stocks rose sharply, with the S&P 500 gaining 13.7%. International stocks also rallied, with the MSCI EAFE climbing 10.0%. Bonds increased as well, with the Bloomberg Barclays Aggregate Bond Index rising 2.9%. Outlook Following a steep drop at the end of 2018, the year … Read more »
Our Quick Tips for Spring Cleaning and Getting the Season Off to a Blossoming Financial Start. Although our weather took a chilly turn this week, I was recently reminded by seeing colorful blooming flowers on one of my regular neighborhood walks that spring has sprung! Actually, according to the … Read more »
Highlights from Robert Kaplan’s Recent Presentation at 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 Society … Read more »
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2603 Augusta
Suite 1400
Houston, TX 77057
(713) 748-7000
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