As the Market Reaches a New High, Here are the Top 3 Questions Our Clients Are Asking

Last week the S&P 500 surpassed its previous record high, set in February, almost exactly six months ago.  This high was just before the coronavirus crisis began in earnest here in the United States.  The rebound from the March lows makes this year’s selloff the shortest bear market in history.  … Read more »

Summer 2020 Commentary

Market Recap For the quarter, U.S. stocks rose sharply, with the S&P 500 gaining 20.5%. International stocks also advanced, with the MSCI EAFE climbing 14.9%. Bonds also increased, with the Bloomberg Barclays Aggregate Bond Index rising 2.9%. Outlook We began the second quarter in the midst of an economic catastrophe … Read more »

December 2018 has been a miserable month and we’re having the worst quarter in a decade. What should we expect from here?

December 2018 has been a miserable month and the end of a terrible quarter for the stock market.  Unrelenting volatility and sales pressure has driven returns lower by the day. How bad is it? As of this writing (on Christmas Eve), the S&P 500 has declined 19.3% this quarter.  Using … Read more »

Horizon Ranks Among Top Houston Wealth Management Firms in 2018

We are pleased to announce that we were ranked #17 in this year’s list of top Houston-area wealth management firms published by the Houston Business Journal.  The list ranks leading wealth management firms & practices with investment minimums of less than $1 million.  The list is compiled through questionnaires and … Read more »