Winter 2015 Market Commentary and Outlook

During the 2014 year, and particularly in the last quarter, market volatility returned to uncomfortable levels.  In October, a sudden and swift selloff sent stocks down nearly 10% over the course of just a few weeks.  But despite the volatility and increased investor anxiety, the widely followed S&P 500 closed the … Read more »

On The Horizon Newsletter – Fall 2014

We write our periodic newsletters to address current and ongoing topics of interest for those interested in financial planning, wealth management and investment management. Our fall newsletter provides an expert’s view of the upcoming mid-term elections, Owen Murray’s market commentary, and our views on Bill Gross’ departure from the Pimco Total … Read more »

Horizon Advisors Summer 2013 Market Commentary

For the quarter, which ended June 30, 2013, the S&P 500 rose 2.9%. International stocks declined with the MSCI EAFE returning –1.0%. Bond returns were also negative for the quarter with the Barclays Aggregate Bond Index returning –2.3%. In the most recent quarter, U.S. equity markets extended their first quarter … Read more »

Spring 2013 Market Commentary

For the quarter, which ended March 31, 2013, the S&P 500 rose 10.6%.  International stocks also advanced with the MSCI EAFE increasing 5.2%. Bond returns were negative for the quarter with the Barclay’s Aggregate Bond Index falling –0.1%. The U.S. equity markets began the year with a bang, with the … Read more »

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