Over the last year or so, we’ve seen a flurry of transactions: smaller, local investment advisory companies being acquired by national firms. Here at Horizons, we’re carefully guarding our independence.
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The market responded enthusiastically to the first day of trading for SpaceX. Worries that it’s overpriced may have been overwhelmed by the excitement of being able to own a small piece of this fascinating company. But the concerns around environmental, social, and corporate governance issues will probably keep it out of our clients’ portfolios for the foreseeable future.
Over the weekend and early on Monday, we received a flurry of messages from our clients – “What’s happening? Should we do something?” Briefly: While we certainly recognize and understand the concerns about what’s going on, we think it wise to exercise caution with respect to our clients’ portfolios right now.
While there is abundant cause for concern in the current political and social situation, our approach has always been to look beyond the current circumstances, and to construct prudent portfolios that can survive most short-term stresses. Briefly, we believe that Trump’s cruel chaos does not create a need to make big changes to your investments at this time.
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
Whenever markets move far enough & fast enough to draw the attention of the non-financial press, investment advisors start to get a few more phone calls than usual. The US markets (stocks and bonds both, unusually enough) have been acting very strange lately — these “up 3%, down 4%” swings…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
There are plenty of resources around the internet for people just beginning to look for financial planners and investment advisors — “Ten Questions to Ask a Financial Advisor”, for example, or “Seven Questions Every Advisor Should Be Able to Answer”, or many others. These are great resources, because if you’re…
