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
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Gaining a better understanding of municipal bonds makes more sense than ever.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
In the face of divorce, making changes to insurance coverage may be overlooked.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investors seeking world investments can choose between global and international funds. What's the difference?
Around the country, attitudes about retirement are shifting.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The decision whether to buy or rent a home may have long-term implications.
When should you take your Social Security benefit?