Non-partisan researchers at the RAND Corporation have published studies on the consequences of the last 50 years of rising economic inequality. We summarize the research here.
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Is it time to panic? Probably not. Stay invested, stay diversified, and stay active in the world, working for the things you care about.
November is National Gratitude Month. Check out this new post about gratitude, and read about Horizons’ corporate giving for 2025.
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.
We’ve produced our first Impact Report! We hope that you’ll enjoy reading about how your investments are making the world a better place while earning competitive returns. And we hope that you’ll share this report with others, as well, to help spread the word that we can in fact do good while doing well.
We’re excited to welcome Jake Ifshin, the newest Investment Advisor Representative on the Horizons team. Here’s his introduction, in his own words.
Valeria Cera is an ambitious young professional starting her career with Horizons. A native of Santa Fe, NM, Valeria graduated from Loyola Marymount University in 2024 with a Bachelor’s degree in Economics and a minor in Business Administration, focusing on Finance. Throughout her college career, Val dedicated herself to building…
Earlier this year, I put together the time and paper work to follow through on our long-time goal — and as of March 4th, Horizons is registered as a Benefit Corporation. Officially, our beneficial purpose is listed this way: “We build investment strategies designed to promote environmental sustainability and social justice, so that our clients can express their values in their portfolios”.
Horizons’ CEO & Chief Investment Officer, Johann Klaassen, has been appointed to the American Philosophical Association’s Board of Officers as its Treasurer.
