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Broadcast Communications
- Fed Rate Hike Signals Confidence in Economic Recovery - (PDF version)
2/19/2010 - The Federal Reserve Board's decision to increase the discount rate a quarter point to 0.75% is a positive economic signal. - On the Horizon, Spring 2010 Newsletter
2/5/2010 - Horizon publishes its Winter 2010 Newsletter, On the Horizon. - Estate Tax Set to Expire Temporarily
12/22/2009 - In a surprise to many tax and legal professionals, Congress did not extend 2009 estate tax rules to 2010 meaning that in 2010 the estate tax rate will be zero. - Upcoming tax law changes, an editorial
12/2/2009 - Horizon posts Maddox, Thomson's 2009 tax letter regarding upcoming changes in tax legislation. - Harvesting Tax Losses
11/20/2009 - Horizon suggests offsetting capital gains from any source with investment losses to reduce your 2009 tax burden. - IRS Email Scam Internet Security Alert
9/11/2009 - Clicking on hyperlink in email, supposedly from the IRS, will download virus or other malware to your computer. The IRS, which does not request personal information by email, asks that you report such scams by forwarding emails like these to phishing@irs.gov. - Update on FDIC Coverage
9/1/2009 - Congress extends new FDIC limit December 31, 2013. - On the Horizon, Fall 2009 Newsletter
8/19/2009 - Horizon publishes its Fall 2009 Newsletter, On the Horizon. - Horizon Advisors Named in National Advisor Survey Results
7/23/2009 - Horizon was named in Wealth Manager Magazine's 2009 Top Wealth Managers Listing as well as Financial Advisor Magazine's 2009 RIA [Registered Investment Advisor] Survey. - Hopeful Signs
3/13/2009 - Horizon sees some signs of improvement in the financial markets. - Portfolio Safety and Transparency at Horizon
2/19/2009 - Horizon highlights the transparency of its investment process in wake of Stanford Financial and Madoff scandals. - IRA Changes for 2009
2/17/2009 - Horizon mentions waiver of the required minimum distribution ("RMD") rule for 2009 provided by the Worker, Retiree and Employer Recover Act of 2008 to certain IRA holders. - Safety and Security of Client Assets
2/10/2009 - Horizon reassures clients of the safety and security of account assets at its selected custodians, Fidelity Investments and Charles Scwhab. - Change in Schwab Money Market Fund (Treasury to Government)
1/15/2009 - Horizon communicates to clients regarding its recent decision to change its default money market fund due to declining Treasury yields and concerns over liquidity. - Portfolio Safety and Transparency
12/16/2008 - Horizon highlights its role as a financial steward for its clients and the transparency of its investment process and selected money managers in response to Maddoff announcement. - Obama Letter
12/12/2008 - Comments from Joe Thomson regarding expectations for tax policy changes from the Obama administration. - Counting Your Blessings
11/25/2008 - Horizon wishes its community a Happy Thanksgiving. - Horizon Advisors: Client Portfolio Notice
11/19/2008 - Horizon announcement to clients regarding Portfolio Rebalancing, Tax-Loss Harvesting, and Asset Location Changes that will be taking place in the coming weeks. - Horizon Advisors: Tax Loss Harvesting
11/10/2008 - Horizon recommends offsetting capital gains from any source with losses sustained in your investment portfolio caused by the current financial turmoil. - Safety and Security of Client Assets
10/21/2008 - Horizon provides information regarding the safety of its clients assets held in safe-keeping by its selected custodians, Fidelity Investments and Charles Schwab.