Perspectives 

Horizon Wealth Advisors is committed to learning and staying current on all of the various areas that impact our clients and our advice. We continually read industry publications and articles, attend conferences in Houston and nationwide, and are pleased to share our views with you. Your comments and questions are welcome.

Markets and Economic Commentary

Summer 2023 Commentary and Outlook

July 12, 2023

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Spring Market Commentary and Outlook

April 14, 2023

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Investment Success Requires Patience

April 03, 2023

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Winter 2023 Commentary

January 12, 2023

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Financial Planning

Financial Fragmentation Series – Part 1: Is Your Planning Affected by Financial Fragmentation?

June 28, 2021

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Money Tips for Parents Sending Children Off to College

August 07, 2023

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Financial Fragmentation Series – Part 3: How to Avoid or Minimize Financial Fragmentation

July 14, 2021

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Financial Fragmentation Series – Part 2: What Are the Consequences of Financial Fragmentation?

July 6, 2021

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New SEC Rule Requires Form CRS by June 30th

June 09, 2020

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Other Selected Articles

Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)

June 22, 2023

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Will Your Social Security Check Be Taxed?

September 27, 2022

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10 Mistakes That Can Derail Your Financial Strategy

September 27, 2022

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How High Can the Cost of College Go?

September 14, 2022

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Don't Get Hooked: A Guide to Recognizing and Avoiding Phishing

August 22, 2023

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