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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.

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News

Most recent news
Winter 2022 Commentary
2022 Contribution Limits for IRAs and Retirement Plans
Giving Thanks
Fall 2021 Commentary
Employee Spotlight Series: Featuring Financial Planning Director Colin Lee
Summer 2021 Commentary
Financial Fragmentation Series – Part 3: How to Avoid or Minimize Financial Fragmentation
Financial Fragmentation Series – Part 2: What Are the Consequences of Financial Fragmentation?
Financial Fragmentation Series – Part 1: Is Your Planning Affected by Financial Fragmentation?
Employee Spotlight Series: Featuring Client Specialist Jackie Thomas
Employee Spotlight Series: Featuring Partner and Director of Investments Owen Murray
Spring 2021 Commentary
Winter 2021 Commentary
Colin Lee Becomes a Shareholder
Count Your Blessings!
Financial Planning
Financial Fragmentation Series – Part 3: How to Avoid or Minimize Financial Fragmentation
Financial Fragmentation Series – Part 2: What Are the Consequences of Financial Fragmentation?
Financial Fragmentation Series – Part 1: Is Your Planning Affected by Financial Fragmentation?
IRS Releases 2021 Estate and Gift Tax Exclusion Limits
New SEC Rule Requires Form CRS by June 30th
A Message for Millennials: Don’t Give Up Hope!
Medicare Open Enrollment for 2020 is Coming Up Soon
Larry Maddox Interviewed by U.S. News & World Report about the Importance of Having a Long-Term Savings Plan
Fiduciary = Clients. First. Always.
Rainy Days Happen to All of Us: The Importance of Being Prepared by Carrying Umbrella Insurance
New for 2018 – Changes to Itemized Tax Deductions for Individuals
Five Ways To Recognize Good Financial Advice
Graduating from Wealth Building to Wealth Transfer (How to Pass it Along)
Should You Consider Disability Insurance?
How to Know if Your Advisor Working in Your Best Interests
Planning for Life Insurance Needs
Estate Planning
IRS Releases 2021 Estate and Gift Tax Exclusion Limits
IRS Releases 2020 Estate and Gift Tax Exclusion Limits
You’re Gone and Left Who in Charge?
Quarterly Payments for Property Taxes in Harris County?
2019 Estate and Gift Tax Exclusion Limits
2018 Estate and Gift Tax Exclusion Limits Set to Increase (Update)
Estate Planning for the Heirs to the Iron Throne
Review Your Estate Planning Documents
Creating an Estate Planning Road Map for Your Heirs
Is the Death Tax on Life Support?
2017 Estate and Gift Tax Exclusion Limits
Why You Should Review Your Estate Plan
Limited Time Offer For Estate Tax Savings
2016 Limit on Tax-Free Lifetime Gifts
2015 Limit on Tax-Free Lifetime Gifts
Larry Maddox in AARP.org on Gifting to Grandchildren
Retirement Planning
2022 Contribution Limits for IRAs and Retirement Plans
2021 Contribution Limits for IRAs and Retirement Plans
“IRA Updates for 2020” Blog Series Part 3
“IRA Updates for 2020” Blog Series – Part 2
“IRA Updates for 2020” Blog Series – Part 1
Backdoor Roth IRA Contributions
A Brief Introduction to the SECURE Act
2020 Contribution Limits for IRAs and Retirement Plans
Medicare Open Enrollment for 2020 is Coming Up Soon
Approaching Retirement?
When Is the Right Time to Take Social Security?
Use Your Health Savings Account for Retirement Planning
#SaveNow, #ProfitLater
Older than 70 ½? Making qualified charitable distributions from your IRA could save you money
Helpful Info to Guide Your Retirement Planning in 2019
Worried About Having Enough $$ in Retirement? Maybe You Shouldn’t.
Income Tax
IRS Releases 2021 Estate and Gift Tax Exclusion Limits
IRS Gives Extra Time to File and Pay Taxes for Houston Area Residents (2019 Version)
Trustees Should Consider Making Distributions With the 65 Day Rule
Investment Losses Can Mean Tax Savings
New Tax Rules for Meals and Entertainment
Prepay Your 2018 Property Taxes? (Better Hurry!)
Tax Strategy for Charitable Donations Under the New Tax Act
2017-2018 Contribution Limits for IRAs and Retirement Plans
IRS Provides Extra Time for Hurricane Harvey Victims
Consider a Last Minute Donor Advised Fund
Thinking Ahead: Accelerate Your Charitable Contributions
2016-2017 Contribution Limits for IRAs and Retirement Plans
IRS (Again) Gives Extra Time to File and Pay Taxes for Harris County Residents
Trust Planning with the 65 Day Rule
2015-2016 Contribution Limits for Tax Deferred Savings
Donor Advised Funds and Tax Efficient Charitable Contributions
Markets & Investing
Fall 2021 Commentary
Spring 2021 Commentary
Winter 2021 Commentary
The 2020 Election – Is it too soon to panic?
Summer 2020 Commentary
Spring 2020 Commentary
Market and Policy Response to Coronavirus
Coronavirus Correction
The Stars at Night Aren’t the Only Things Shining Bright in the Lone Star State!
Winter 2020 Commentary
Houston Sees Significant Boost in Home Sales in December 2019, Exceeding Past Years
October 2019 Market Commentary and Outlook
Could Impeachment Impact the Stock Market?
Owen Murray Shares Thoughts with the Houston Chronicle on the Decline in Mortgage Interest Rates
Have No Fear! Why the Recent Inverted Yield Curve Should Not Cause Panic
Summer 2019 Commentary

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2603 Augusta
Suite 1400
Houston, TX 77057
(713) 748-7000

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