Category Archives: News

Graduating from Wealth Building to Wealth Transfer (How to Pass it Along)

GiftingFor many of our clients, a lifetime of professional success combined with diligent saving and investing can lead to an interesting and desirable problem; they have much more money than they need in order to enjoy a comfortable retirement.

This … Read More

Should You Consider Disability Insurance?

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Many families could not continue their lifestyle if one of their sources of income was suddenly taken away. In the event of a disability, you would not only lose income and interrupt savings plans for retirement, but you would need … Read More

Count Your Blessings!

As we do each year, and with a spirit of deep gratitude and thanksgiving, we would like to thank all of our clients and friends for their confidence and support over the past many years. While we remain focused on … Read More

Owen Murray Contributes to an Article About Retirement Savings

Horizon’s director of investments, Owen Murray, contributed to a recent article for usnews.com. Author Wayne Duggan spoke with several advisors to get their opinions about saving for retirement in accounts other than their 401(k).  In his article titled, “Should Read More

2017-2018 Contribution Limits for IRAs and Retirement Plans

Retirement contributions 2017The IRS has just released their updated contribution limits for tax deferred savings plans for next year. Since there has been a small increase in inflation for the past year, the contribution limits have risen slightly, and income thresholds have … Read More

Owen Murray Contributes to an Article on Growth vs. Value Investing

Horizon’s director of investments, Owen Murray, contributed to a recent article for usnews.com. Author Wayne Duggan spoke with a number of advisors to get their opinions about whether growth stocks would continue to outperform value stocks.  In his article titled, … Read More

Fall 2017 Market Commentary and Outlook

The third quarter continued the torrid pace of the global stock market rally that began last fall.  So far this year, the S&P 500 has gained an impressive 14.2%.  International stocks have also enjoyed a significant rise with the MSCI … Read More

Job Search – Client Service and Administrative Specialist

We offer a great opportunity for the right candidate who is smart, motivated, and personable. The job responsibilities include client support and operational administration in a successful wealth management business.  Interested candidates are encouraged to send their resume, along with … Read More

How to Know if Your Advisor Working in Your Best Interests

We have written before on the Department of Labor (DOL) fiduciary rule, which was proposed by the Obama administration to increase transparency and investor protection.   This rule was intended to require all investment advisors to be subject to a fiduciary … Read More

2018 Estate and Gift Tax Exclusion Limits Set to Increase

GiftingBeginning in 2018, the lifetime estate and gift tax exclusion (which is indexed for inflation) are projected to rise to $5,600,000 from $5.49 Million during 2017. This is the limit on tax-free transfers during life or at death. This means … Read More

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