Owen Murray, director of investments for Horizon Advisors, spoke with Jason Zweig for an article that appeared in the December 20th edition of the Wall Street Journal, titled “What ‘Petro Panic’?”. Zweig’s article addresses portfolio adjustments in light of the recent drastic decline in oil prices as well as some other year end planning ideas, including Owen’s comments on the benefits of contributing to a donor advised fund.
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 their often complex financial situations. Horizon offers integrated financial planning and investment management services.