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Market Recap For the quarter, U.S. stocks fell sharply, with the S&P 500 losing 19.6%. International stocks also declined, with the MSCI EAFE falling 22.8%. Bonds were the only winner in the quarter, with the Bloomberg Barclays Aggregate Bond Index rising 3.2%. Outlook The year began in a seemingly normal … Read more »
Following our post last week, we’d like to encourage our clients and friends to continue to have faith that the almost hysterical reaction to the coronavirus and the markets will soon return to some degree of normalcy. The Disease Itself First of all, from our perspective, the coronavirus clearly has … Read more »
The stock market has been battered this week and the apparent catalyst is the ongoing spread of the COVID-19 Coronavirus that originated in China. The selling has been widespread with markets around the globe declining by more than 10% over just a few trading sessions. However, the market reaction appears … Read more »
Robert Kaplan Discusses the Texas Economy at the CFA Society of Houston Luncheon Robert Kaplan, president of the Federal Reserve Bank of Dallas, spoke recently at a lunch sponsored by the CFA Society of Houston. As Director of Investments for Horizon Wealth Advisors, I am a member of the CFA … Read more »
Outlook For the year, the S&P 500 posted an incredible 31.5% gain, which is the best annual return since 2013, when the index gained 32.4%. Prior to that, you have to look back to the heady days of the tech bubble to find a similar result. So, last year’s rally … Read more »
This year, we are pleased to celebrate 20 years in business and are especially thankful to our loyal clients and friends, who have been an integral part of our journey and whose trust and support are the biggest drivers for our continued growth. With a spirit of deep gratitude, we … Read more »
Quarterly Returns For the year, so far, the S&P 500 is up an impressive 20.6%, which is the best year-to-date performance through September since 1997. While the third quarter ended on a positive note, there was more than enough volatility to rattle investor nerves. While the S&P 500 was up … Read more »
Yesterday, investors woke up to the news that the yield curve has inverted, which means that short-term bond yields are higher than long-term bond yields. In this case, investors were focused on the difference between the 2-year and 10-year U.S. Treasury bond yields. This is considered to be worrisome because … Read more »
Our responses to the top 3 questions our clients ask as they prepare for retirement As our clients begin approaching retirement, they begin to have new questions for us and it’s our job to help them understand how to prepare financially for a comfortable, worry-free retirement. The notion of retirement … Read more »
The second quarter continued the sharp upward momentum that began in the first quarter, with the S&P 500 adding 4.3% for the quarter. The strong market performance brought new all-time highs for the S&P 500 and Nasdaq. With two positive quarters in the books, the S&P 500 is up an … Read more »
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