Our summer newsletter provides a discussion of the possible difficulties for fixed income investing in a period of rising interest rates along with our current portfolio positioning. We also include a discussion of our comprehensive approach to planning for our clients. Finally, we discuss, in our Making Cents section, why you might want to take a look at your legal planning documents, such as your wills and powers of attorney, on a more regular basis.
Click this link to read our Horizon Newsletter Summer 2015
Horizon Wealth Advisors is a Houston based fee-only wealth management firm. Horizon is a fiduciary advisor. We specialize in helping successful individuals and families understand, organize, and manage their often complex financial situations. Horizon offers integrated financial planning and investment management services.