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.
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…
This debt ceiling nonsense appears to be a manufactured crisis, which could and probably will be resolved pretty easily, and the best approach for all of us is to remain invested in our long-term portfolios.
Last week, our friends at the sustainability-oriented non-profit Ceres announced a new initiative — “Freedom to Invest” — to push back against the anti-ESG movement. On behalf of Horizons, and all of our clients, I gladly signed on.
Going “all-in” on the transition to a renewable energy economy now is the key to a secure, stable, and environmentally sustainable future.
Our friend Sonia Kowal, President of Zevin Asset Management, recently posted this statement on the crisis that’s unfolding in Ukraine. We have been trying to write something to express our dismay and heartbreak — but Sonia’s words here capture our thoughts exceedingly well. Thank you, Sonia, for allowing us to…
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…
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…
As we expected, the “final” revisions made to the tax code by the “Tax Cut and Jobs Act” passed into law last December weren’t quite as final as supposed. There are a handful of provisions that didn’t turn out the way the Congressional Republicans intended, so they are trying to…
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