The promise of the fiduciary standard.
At Horizon Wealth Management, we’re an independent Registered Investment Advisory (RIA) firm, often referred to as a fiduciary. As such, we’re held to the industry’s highest levels of fiduciary duty to our clients.
And yet a fiduciary is only as good as the processes in place behind it that strive to help you successfully manage and grow your wealth. Horizon distinguishes itself with a sophisticated, institutional-grade investment approach, and an exclusive level of client support suited to the complex needs of affluent individuals and families.Contact Us
Emerging Market Opportunities
What are your options for investing in emerging markets?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
You’ve made investments your whole life. Work with us to help make the most of them.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Taking regular, periodic withdrawals during retirement can be quite problematic.
What does the Tax Reform and Jobs Act mean for you?
Five phases to changing unhealthy behaviors.
Apps that help small business owners better manage and grow their business.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.