Owen Murray interviewed for WSJ article “Protecting a Small Account”

Owen Murray, Director of Investments, was interviewed by the Wall Street Journal’s Julie Steinberg about the risks investors should consider when opening an account with a smaller brokerage firm, instead of larger, well-known firms such as Fidelity or Schwab. Learn more about Owen Murray’s thoughts on this topic in the … Read more »

Owen Murray in WSJ on the benefits and risks of margin – “Borrowing Against Yourself”

Owen Murray, Director of Investments for Horizon Advisors, was interviewed for the Wall Street Journal article, “Borrowing Against Yourself” by Jason Zweig. Horizon Wealth Advisors is a Houston based fee-only wealth management firm. Horizon is a fiduciary advisor. We specialize in helping successful individuals and families understand, organize, and manage … Read more »

Owen Murray Interviewed for WSJ Article “Is It Time to Buy a Hedge Fund?”

Owen Murray, Director of Investments for Horizon Advisors,  was interviewed for the Wall Street Journal article, “Is It Time to Buy a Hedge Fund?”, by Ben Levisohn and Julie Steinberg. Horizon Wealth Advisors is a Houston based fee-only wealth management firm. Horizon is a fiduciary advisor. We specialize in helping … Read more »

Backdoor Roth: 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 retirement savings.  However, if you earn more than $125,000 in … Read more »

An Alternative Perspective on the European Debt Crisis

Edward P. Lazear, in a recent Wall Street Journal article suggested that there are two theories at large which describe the current concern for European Economies.  The more prominent description is the “domino” theory, suggesting that if Greece fails, then other countries will follow, like dominos in a row. As … Read more »

Larry Maddox’s Observations on the “Arab Spring” after Attending Fidelity’s Executive Forum in Orlando

I returned Wednesday from Orlando where I attended a meeting known as the Fidelity Executive Forum.  Each year, Fidelity invites a group of successful advisors from around the country, along with the Fidelity executive team, to hear from an impressive array of speakers.  This year was no exception and there … Read more »

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