Recent News Entries

Henry Bragg in WSJ.com on New Estate-Tax Strategy

Henry Bragg, director of planning for Horizon Advisors, was interviewed by Arden Dale for her WSJ.com article titled, “Advisers Find New Estate-Tax Strategy.”

The article reads in part,

The American Taxpayer Relief Act of 2012 indexed the $5 million estateRead More

Owen Murray in WSJ.com article on Inflation-Protected Bond

Owen Murray, director of investments for Horizon Advisors, was interviewed by Daisy Maxey for her WSJ.com article titled, “Advisers Dump TIPS as Inflation Threat Wanes.”

The article reads in part,

With inflation appearing a more distant threat, some financial advisersRead More

Spring 2013 Market Commentary

For the quarter, which ended March 31, 2013, the S&P 500 rose 10.6%.  International stocks also advanced with the MSCI EAFE increasing 5.2%. Bond returns were negative for the quarter with the Barclay’s Aggregate Bond Index falling –0.1%.

The U.S.… Read More



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