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
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Saving for College 101
Here’s a crash course on saving for college.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Even the most seasoned investors have biases affecting their financial choices.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
Savvy investors take the time to separate emotion from fact.
Have you explored all your options when it comes to managing your taxable income?
Learn about the importance of having an estate strategy in this helpful and informative video.
Here is a quick history of the Federal Reserve and an overview of what it does.