Each year, we assess our clients’ taxable gains for the year and review each of their portfolios to determine if there are securities that could be sold to recognize tax losses. By selling loss positions and recognizing the loss, an… Read More
The Political Battlefield
After the pitched battle to raise the debt limit ceiling and the follow on downgrading of U.S. Government debt by Standard and Poors, it is no wonder that August brought such volatile markets. Our chattering political class… Read More
Given the volatility in the capital markets over the past few weeks, it is easy to forget that the market was just a hair from its 52-week high as recently as July. Then, a flurry of events has made the… Read More
Rather than breathing a sigh of relief that the U.S. debt ceiling debate has been resolved, the markets have registered a precipitous decline. Then, adding insult to injury, the Standard and Poor’s ratings agency downgraded the credit rating of the… Read More
In our most recent newsletter, we discussed our thoughts regarding fiscal responsibility in the U.S. We premised that the steps that had been taken by states and municipalities were just a precursor to… Read More
Horizon Advisors director of investments, Owen Murray, shares his views on bond market investments with “Bloomberg Businessweek.”
See the June 23, 2011 article here.
Review Your Investment Portfolio – Harvesting Tax Losses
Each year, we assess our clients’ taxable gains for the year and review each of their portfolios to determine if there are securities that could be sold to recognize tax losses. By… Read More
Conventional wisdom would suggest that the just-ended month of May could mark the end of a significant, but normal market correction. Since mid-April, markets around the world have declined by a measure exceeding 10%, which is the normal definition of… Read More
Whatever your opinion of the soon to be enacted Health Care Reform Bill, you have to be wondering, among other things, what does this mean for me and my plans? While we are still gathering more information about just what… Read More
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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