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Tariff Temper Tantrums

By Diversification, Due Diligence, Fiduciary, Financial Planning, Investment Strategy, Leadership News, Politics, Public Policy, Tariff Tantrum

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.

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Horizons Publishes Our First Impact Report

By Community, Environmental Sustainability, Leadership News, Reporting & Research, Resources, Shareholder Advocacy, Social Justice, Uncategorized, What We Do

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.

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The Banking Crisis of 2023 – What We Know, What Comes Next, What We Should Do

By Bank Bust of 2023, Diversification, Due Diligence, Events, Leadership News

March has been a wild and wooly month so far, with high volatility continuing to roil the global stock markets and central banks continuing to put pressure on bond markets. But the most interesting story of the last couple of weeks — and the one that’s sparked the most conversation with clients — is sudden turmoil in the banking industry.

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