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.
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”.
“ … but in this world nothing can be said to be certain, except death and taxes.” — Benjamin Franklin Most of us are not excited about the prospect of paying taxes every spring — but, perhaps in hopes of getting an unpleasant task out of the way…
Horizons’ CEO & Chief Investment Officer, Johann Klaassen, has been appointed to the American Philosophical Association’s Board of Officers as its Treasurer.
Morningstar has let us know that their website will be offline for a few days next weekend — they’re taking advantage of the holiday weekend, when few of us are working on or worrying about our portfolios, to do some maintenance on and upgrades to their computer systems.
Horizons’ CEO & Chief Investment Officer, Johann Klaassen, who holds a PhD in Philosophy, has been appointed to a three-year term on the American Philosophical Association’s “Committee on Non-Academic Careers”.
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