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, and are pleased to share our views with you. Your comments and questions are welcome.

News

Most recent news
Owen Murray Interviewed by U.S. News & World Report on Ways To Invest Like Warren Buffett
Older than 70 ½? Making qualified charitable distributions from your IRA could save you money
New for 2018 – Changes to Itemized Tax Deductions for Individuals
Trustees Should Consider Making Distributions With the 65 Day Rule
January 2019 Market Commentary and Outlook
You’re Gone and Left Who in Charge?
December 2018 has been a miserable month and we’re having the worst quarter in a decade. What should we expect from here?
Helpful Info to Guide Your Retirement Planning in 2019
Quarterly Payments for Property Taxes in Harris County?
Market Volatility and Program Trading
Investment Losses Can Mean Tax Savings
2019 Estate and Gift Tax Exclusion Limits
Counting Our Blessings this Holiday Season!
Market Volatility Continues
Worried About Having Enough $$ in Retirement? Maybe You Shouldn’t.
Financial Planning
New for 2018 – Changes to Itemized Tax Deductions for Individuals
Five Ways To Recognize Good Financial Advice
Graduating from Wealth Building to Wealth Transfer (How to Pass it Along)
Should You Consider Disability Insurance?
How to Know if Your Advisor Working in Your Best Interests
Planning for Life Insurance Needs
Challenging Choices For New Savers
How to Choose a Financial Advisor
The Surprising Cost of a College Education
Fiduciary vs Suitability – Does your advisor put your needs first?
Taking Distributions from College Savings – 529 Plans
Too Much Company Stock in Your 401K?
Important Medical Planning For Young Adults
Why You Should Review Your Estate Plan
Update – Ohio is the First State to Offer New 529 ABLE Accounts for Children With Disabilites
Wall Street Journal Offers Advice on How to Find the Best Financial Advisors
Estate Planning
You’re Gone and Left Who in Charge?
Quarterly Payments for Property Taxes in Harris County?
2019 Estate and Gift Tax Exclusion Limits
2018 Estate and Gift Tax Exclusion Limits Set to Increase (Update)
Estate Planning for the Heirs to the Iron Throne
Review Your Estate Planning Documents
Creating an Estate Planning Road Map for Your Heirs
Is the Death Tax on Life Support?
2017 Estate and Gift Tax Exclusion Limits
Why You Should Review Your Estate Plan
Limited Time Offer For Estate Tax Savings
2016 Limit on Tax-Free Lifetime Gifts
2015 Limit on Tax-Free Lifetime Gifts
Larry Maddox in AARP.org on Gifting to Grandchildren
New Tax Law Increases Lifetime Gift Exemption from $1 to $5 million
Estate Tax Set to Expire…Temporarily
Retirement Planning
Older than 70 ½? Making qualified charitable distributions from your IRA could save you money
Helpful Info to Guide Your Retirement Planning in 2019
Worried About Having Enough $$ in Retirement? Maybe You Shouldn’t.
Owen Murray Contributes to an Article About Retirement Savings
2017-2018 Contribution Limits for IRAs and Retirement Plans
Owen Murray Contributes To An Article On Saving for Retirement
Owen Murray Contributes to an Article on Retirement Savings for Procrastinators
Important Birthdays for Your Retirement Planning
Getting Ready to Retire?
Too Much Company Stock in Your 401K?
2015-2016 Contribution Limits for Tax Deferred Savings
End of File and Suspend – Social Security Surprise in Budget Bill
When to Take Social Security?
How’s Your Retirement Confidence?
Planning for Retirement? How to Maximize Your Social Security Benefits
Retirement Planning Advice – Start Early With Good Savings Habits
Income Tax
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
IRS Gives Extra Time to File and Pay Taxes for Harris County Residents
Telephone Calls from the IRS May Not Be What They Seem
Markets & Investing
Owen Murray Interviewed by U.S. News & World Report on Ways To Invest Like Warren Buffett
January 2019 Market Commentary and Outlook
December 2018 has been a miserable month and we’re having the worst quarter in a decade. What should we expect from here?
Market Volatility and Program Trading
Market Volatility Continues
October 2018 Market Commentary and Outlook
Another Bout of Market Volatility
July 2018 Market Commentary and Outlook
April 2018 Market Commentary and Outlook
Thinking About the Recent S&P Correction from a Historical Perspective
The Return of Market Volatility!
Modern Portfolio Theory Remains Relevant Many Years After Its Introduction
January 2018 Market Commentary and Outlook
With Markets Reaching New Heights, What Should You Do?
Owen Murray Contributes to an Article on Growth vs. Value Investing
Fall 2017 Market Commentary and Outlook
NAPFA Member Firm.

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

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