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
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
For homeowners who think their property taxes are too high, there are ways to appeal.
There are things about Social Security that might surprise you.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Six overlooked tax deductions to help manage your tax bill.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Why are 401(k) plans, annuities, and IRAs so popular?
There are hundreds of ETFs available. Should you invest in them?
Pundits say a lot of things about the markets. Let's see if you can keep up.