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.
It’s probable that “tens of millions” of taxpayers have paid this sort of penalties and interest during the three and a half years that the disaster declaration was in force. You can check your returns from the years in question, or request a “tax account transcript” from the IRS, to see whether you are among those impacted.
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.
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.
After a week, it’s really beginning to sink in: Donald Trump has won a second term as President of the United States. Although public polling had been tight for quite some time, the clarity of the result this time caught many of us by surprise. Financial Planning Magazine polled “wealth…
Our newest advisor, Jake Ifshin, has spent some time recently thinking about why he’s embarking on this new adventure, and what investing means to him. Here’s a guest post with his current consideration. My Investing Story When I started investing, I followed the shiny object. That new…
We’re excited to welcome Jake Ifshin, the newest Investment Advisor Representative on the Horizons team. Here’s his introduction, in his own words.
