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.
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Helpful Content
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”