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    Feb 09 2018
    3

    Correction or Bear Market?

    By Johann Klaassen | Featured, Financial Planning, Investment Strategy, Leadership News, Personal Financial Literacy

    It’s hard to avoid hearing the rumbling sound coming from Wall Street over the last couple of weeks. Even news outlets that don’t normally mention market news have spent at least a few minutes on the wild ups and downs – okay, mostly downs – of the major indexes. And…

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    Jan 31 2018
    3

    Failure and Persistence

    By Johann Klaassen | Featured, Financial Planning, Investment Strategy, Personal Financial Literacy

    There were a couple of interesting articles in the investment industry press yesterday that I feel the urge to share with everyone. First is “Ignore the Gurus“, by Scott MacKillop from Wealth Management magazine. My favorite pull-quote: “The guru Hall of Fame is an empty room.” It seems that market…

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    Jan 06 2017
    1
    Colorado Sunrise

    Key Financial & Tax Data for 2016 – 2017

    By Johann Klaassen | Featured, Financial Planning, Leadership News, Personal Financial Literacy, Tax

    Happy New Year! January always has us looking in two directions – back over the year just past, and ahead at the year to come. Over the next few weeks, American taxpayers will begin to receive the annual flurry of forms regarding their financial life in 2016. This would be…

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    Feb 03 2016
    1

    Tax Data for 2015 & Tax Planning for 2016

    By Johann Klaassen | Featured, Financial Planning, Personal Financial Literacy, Resources

    As much as we might all like to put it off further, it’s getting to be time to pull together our various documents and prepare our tax returns for 2015. You probably already have a fair number of forms — student loan and mortgage loan interest statements were generally made…

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    Dec 14 2015
    1

    Credit and Debt: Time and the Value of Money

    By Johann Klaassen | Featured, Financial Planning, Leadership News, Personal Financial Literacy

    As the global economy gets more complex, and the average person is expected to know and understand more about their larger role in it, “personal financial literacy” has become a vital skill. In the US, according to the Council for Economic Education, financial literacy has been integrated into public school…

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    Horizons Sustainable
    Financial Services
    505.982.9661
    877.321.3236
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    Santa Fe, NM 87501
    Horizons Sustainable Financial Services, Inc., is a Registered Investment Advisor that is incorporated and registered in the State of New Mexico. In accordance with federal law, we may only conduct business in states where appropriately registered or exempted from registration. We currently serve clients in a number of states nationwide, and would be pleased to discuss whether it is permissible (given your state of residence or incorporation) for us to serve your financial needs.
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