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 »

December 2018 has been a miserable month and we’re having the worst quarter in a decade. What should we expect from here?

December 2018 has been a miserable month and the end of a terrible quarter for the stock market.  Unrelenting volatility and sales pressure has driven returns lower by the day. How bad is it? As of this writing (on Christmas Eve), the S&P 500 has declined 19.3% this quarter.  Using … Read more »

Horizon Ranks Among Top Houston Wealth Management Firms in 2018

We are pleased to announce that we were ranked #17 in this year’s list of top Houston-area wealth management firms published by the Houston Business Journal.  The list ranks leading wealth management firms & practices with investment minimums of less than $1 million.  The list is compiled through questionnaires and … Read more »

April 2018 Market Commentary and Outlook

Following an incredible year that enjoyed better than average market returns and remarkably low volatility, the market’s smooth ride turned rather chaotic during the first quarter.  January began the year with an impressive gain, with the S&P 500 increasing 5.7%, which is the best January return in 21 years.  Then … Read more »

January 2018 Market Commentary and Outlook

Worldwide equity markets have continued their march upward during the beginning of 2018.  Following is a look back at the last year and a look forward into the future and we think circumstances support a continuing move upward, although valuations are high and rising.  For last year’s fourth quarter, U.S. … Read more »