On the Horizon Newsletter – Summer 2015

We 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 … Read more »

On The Horizon Newsletter – Fall 2014

We write our periodic newsletters to address current and ongoing topics of interest for those interested in financial planning, wealth management and investment management. Our fall newsletter provides an expert’s view of the upcoming mid-term elections, Owen Murray’s market commentary, and our views on Bill Gross’ departure from the Pimco Total … Read more »

Spring 2014 Market Commentary

Stocks advanced mildly in the first quarter, but the gains were certainly hard won. Beginning with a near full‐percentage point drop for the S&P 500 on the very first trading day of the year, widespread declines continued through January before the market regained its footing.  Once the slide stopped, it … Read more »

Owen Murray on Wall Street Journal Webcast

Watch Owen Murray, director of investments at Horizon Advisors, on a recent webcast titled “Index Funds, Active Funds or Both?”  The webcast was presented  on the Wall Street Journal’s Experts Channel. Follow the link below to watch a replay of the webcast (which aired on March 4th) and learn more about the … Read more »

Larry Maddox interviewed for WSJ Article – How A Trust Can Cut Taxes

Larry Maddox, president of Horizon Advisors, was interviewed by Arden Dale for her Wall Street Journal article titled, “How A Trust Can Cut Taxes.” The article discusses steps that trusts can take to save money with the advent of higher taxes introduced in last year’s tax act.  In particular, trustees and financial advisers … Read more »

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