Keeping the faith when riding out a Bear Market

One of the most difficult exercises for long term investors is staying the course in the face of sizable market declines. Owen wrote an excellent article just last month on the market’s activity since the beginning of the year and we’ve seen further declines since then. Times like this really … Read more »

Summer 2020 Commentary

Market Recap For the quarter, U.S. stocks rose sharply, with the S&P 500 gaining 20.5%. International stocks also advanced, with the MSCI EAFE climbing 14.9%. Bonds also increased, with the Bloomberg Barclays Aggregate Bond Index rising 2.9%. Outlook We began the second quarter in the midst of an economic catastrophe … Read more »

The Stars at Night Aren’t the Only Things Shining Bright in the Lone Star State!

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 »

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