Category Archives: News

Spring 2012 Market Commentary

The end of the first quarter marked the three year milestone for the tremendous stock market rally that has followed the recent financial crisis.  However, many investors have completely missed this rise and stubbornly remain on the sidelines.  We discuss… Read More

Tax Reform for 2013

We are getting reform of some sort, either by default or by Congressional action. Recommended read from NYT.  Click here to access article.

Warren Buffett’s 2012 Annual Chairman’s Letter

We regularly read these annual epistles to the shareholders of Berkshire Hathaway. This one is particularly good and we wanted to share it.  Click here to read the entire letter.

Businessweek: Hedge Funds Pile Into Stocks After Missing Rally

We believe that the best strategy for long-term investment success is to build a portfolio tailored to your specific needs.  Once a strategy has been determined, it is extremely important to remain patient through good markets and bad.  As the… Read More

Behavioral Biases: An Investor’s Worst Enemy

An article recently published on SmartMoney.com highlights of one of the best reasons to hire a financial advisor; the help of an experienced professional to guide you through turbulent markets and to (hopefully) help you avoid making costly decisions driven… Read More

Horizon Advisors Spring 2012 Newsletter

Read our Spring 2012 edition of “On the Horizon.”

Interesting post on “Endowment Investing”

Should you follow a simple investment strategy with basic blocking and tackling or should you subscribe to the concept of “endowment investing” followed by large institutions?  Whatever you do, favor fundamentals over fads.  See this Read More

2011 and 2012 Contribution Limits for IRAs and Retirement Plans

With the approaching April 17th contribution deadline looming, we thought it would be a good time to remind you of the 2011 and 2012 contribution limits for IRAs and the more common defined contribution retirement plans. We have summarized these… Read More

Contributing to Roth IRAs for High Income Earners

Roth IRAs allow for annual non-deductible IRA contributions which grow tax-free and there are never any required distributions as with a tax deductible IRA.  This makes Roth IRAs a very appealing savings option for those who are looking for additional… Read More

2011 – A Difficult Year for Active Investors

2011 was a very difficult and frustrating year for active investors.  According to a recent Bloomberg article, this was the worst year for actively managed mutual funds since 1997.  For the year, the S&P 500 was up 2.1%… Read More

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