On the Horizon Newsletter – Summer 2015

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newsletter Summer 2015We write our periodic newsletters to address current and ongoing topics of interest for those interested in financial planning, wealth management and investment management.

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.

Horizon Wealth Advisors
Horizon Wealth Advisors is a Houston-based, privately owned, fee-only financial advisor established in 1999. Our mission is to develop long-term relationships with thoughtful, successful individuals, families, and organizations by supporting and assisting them in achieving their financial goals.

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