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 »

April 2018 Market Commentary and Outlook

Following an incredible year that enjoyed better than average market returns and remarkably low volatility, the market’s smooth ride turned rather chaotic during the first quarter.  January began the year with an impressive gain, with the S&P 500 increasing 5.7%, which is the best January return in 21 years.  Then … Read more »

January 2018 Market Commentary and Outlook

Worldwide equity markets have continued their march upward during the beginning of 2018.  Following is a look back at the last year and a look forward into the future and we think circumstances support a continuing move upward, although valuations are high and rising.  For last year’s fourth quarter, U.S. … Read more »

Summer 2017 Market Commentary and Outlook

The second quarter continued the stock market rally that began last fall.  Over the past year, the S&P 500 has gained an impressive 17.9%.  International stocks have also enjoyed a significant rise with the MSCI EAFE gaining 20.3% and the MSCI Emerging Markets Index rising 23.8%.  Much of the rally … Read more »

Spring 2017 Market Commentary and Outlook

The first quarter continued the stock market rally that began following the Presidential election. For the quarter, U.S. stocks advanced, with the S&P 500 returning 6.1%.  International stocks fared better, with the MSCI EAFE rising 7.3%.  Bonds also gained, with the Barclays Aggregate Bond Index returning 0.8%. Since the election, … Read more »

Fall 2016 Market Commentary and Outlook

Stocks fared well in the third quarter.  Following volatility during the previous quarter surrounding the “Brexit” vote, stocks rebounded sharply in July, with the S&P 500 posting a 3.7% gain for the month.  The market followed July’s jump with small gains in August and September, reaching all-time highs in mid-August.  … Read more »

Summer 2016 Market Commentary and Outlook

Following a volatile first quarter, market returns were positive and mostly steady in the second quarter. April and May saw calm markets and positive gains, but in June investors turned their attention to the looming British referendum vote that could decide their fate as a member nation of the European Union. The market … Read more »

This website uses cookies to improve your experience on our site. By using clicking ‘accept’ you consent to the use of cookies. Learn more.