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.
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”.
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…
Last week we saw our Commander In Chief, Trump, unilaterally decide that Transgender individuals were no longer fit to serve in the military. Too expensive he said. Unequivocally untrue, but what isn’t that comes out of this administration these days? The backlash was immediate. The call from GLBTQ organizations was…
While we can’t be certain whether the immediate financial-market reactions to his election will continue for the length of a Trump presidency, we think that some of the policies proposed by the incoming administration give even more reasons than ever to make sure that your investments are aligned with your…
Stoicism has seen rather a lot of interest in the last few years — maybe it’s the fallout of a period of financial and social uncertainty, but I think the rise of events like “Stoic Week” tell us something about our desire to find meaning. At the same time, most…
There were a lot of decisions to make when we decided to take Horizons independent – what asset custodians to work with, which portfolio accounting systems to use, that sort of thing. One question we hadn’t thought to ask was how to make sure that our emails, blog posts, and…
Two years ago this last week, courts in New Mexico ordered that county clerks must begin issuing marriage licenses to same-sex couples — and the next morning, Kim and Rose were among the first in line at the Santa Fe County clerk’s office. They had been the first named plaintiffs…
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