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    Investment Strategy

    Mar 16 2020
    Love0

    Four Dimensions of Fiduciary Investment Advice: 4. Discipline

    By Johann Klaassen Fiduciary, Financial Planning, Investment Strategy, Leadership News, What We Do
    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…
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    Mar 09 2020
    Love1

    Politics, Pandemic, and Petroleum

    By Johann Klaassen Diversification, Due Diligence, Fiduciary, Investment Strategy, Leadership News
    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…
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    Mar 02 2020
    Love0

    Four Dimensions of Fiduciary Investment Advice: 2. Due Diligence

    By Johann Klaassen Due Diligence, Fiduciary, Financial Planning, Investment Strategy, Resources, What We Do
    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…
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    Aug 15 2019
    Love0

    Market Conditions and Performance Expectations

    By Johann Klaassen Financial Planning, Investment Strategy, Leadership News
      Current Market Conditions and Short-Term Expectations: Whenever the major US stock indexes reach new highs, or tumble unexpectedly, we hear from a few of our clients with worries about the near future. The S&P 500 (a broad index representing the largest US-based companies) hit new all-time highs in late…
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    Feb 09 2018
    Love3

    Correction or Bear Market?

    By Johann Klaassen 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
    Love3

    Failure and Persistence

    By Johann Klaassen 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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    Feb 02 2017
    Love4

    President Trump and the End of the World

    By Johann Klaassen Investment Strategy, Leadership News, Politics
    A college classmate wrote me an email recently, asking my opinion about the state of the world, and the markets, in the current political climate. Since the election there’s a nagging voice in my head saying that the money I’m investing is just going to go away on account of…
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    Dec 08 2016
    Love0

    Post-Election Uncertainty — Opportunities for SRI Investors — 4: Environmental Issues

    By Johann Klaassen Investment Strategy, Leadership News, Politics
    While we can’t be certain whether the immediate financial-market reactions to his election will continue for the length of a Trump presidency, we think that some of the policies proposed by the incoming administration give even more reasons than ever to make sure that your investments are aligned with your…
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    Jul 25 2016
    Love2

    The Performance Question

    By Johann Klaassen Investment Strategy, Leadership News, Resources
    One of the questions we hear most often, especially from other investment advisors, is The Performance Question: How can you recommend a “Sustainable, Responsible, Impact” investment portfolio to your clients, when they under-perform regular market indexes? The question seems to be based on one of two underlying assumptions. The first…
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    Jun 24 2016
    Love1

    Brexit and Market Turbulence

    By Johann Klaassen Investment Strategy, Leadership News
    Yesterday, in a surprise move, the people of the UK voted to leave the European Union, and Prime Minister Cameron was more-or-less forced to resign. Markets around the world had been rising for the last few weeks, as it looked to most observers like the vote would go the other…
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    535 Cerrillos Road, Suite A2
    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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