Employee Spotlight Series: Featuring Partner and Director of Investments Owen Murray

At Horizon Wealth Advisors, we are committed to helping our clients through a proactive and tailored approach. As part of our fiduciary commitment, we always put our clients first by working to gain a deep understanding of each client and their unique situation so that we can be effective as … Read more »

Owen Murray Shares Thoughts with Benzinga on the Potential Risks Associated with Day Trading

Day Trading, the act of buying and selling stocks on a daily basis to profit off of short-term fluctuations in share prices, has significantly risen in popularity over the course of this year as a result of the ongoing bull market that has occurred since March. Horizon Wealth Advisors’ Director … Read more »

IRS Releases 2021 Estate and Gift Tax Exclusion Limits

Estate and Gift Tax Limits for 2021 Have Increased Beginning in 2021, the lifetime estate and gift tax exclusion (which is indexed for inflation) will rise to $11.7 million, up from $11.58 million in 2020. This is the limit on tax-free wealth transfers during an individual’s lifetime or at death. … Read more »

Horizon Ranks Among Top Houston Wealth Management Firms in 2020

We are pleased to announce that we have ranked #17 in this year’s list of top Houston-area wealth management firms published by the Houston Business Journal. The list, which is compiled through questionnaires and public filings, ranks leading wealth management firms and practices with investment minimums of less than $1 … Read more »

This website uses cookies to improve your experience on our site. By using clicking ‘accept’ you consent to the use of cookies. Learn more.