by horizonwealthpartners | Oct 24, 2025 | Uncategorized
As we look at markets and the economy, our goal is always to provide perspective for our clients. We understand that news headlines can send mixed messages, so our goal is to make sure you’re informed on what is most important to your financial progress. The...
by horizonwealthpartners | Jul 28, 2025 | Uncategorized
As you have likely seen, President Trump signed the major new tax and spending bill into law after Congress approved it. This is a comprehensive tax and spending bill, with over 900 pages, and makes significant changes to the tax code. On an individual level, taxes...
by horizonwealthpartners | Nov 26, 2024 | Uncategorized
With the election behind us and a new administration taking shape, many of you may be wondering what potential changes are on the horizon. While the professional pundits are busy making their predictions, we’ll be the first to acknowledge that nobody has a crystal...
by horizonwealthpartners | Nov 15, 2024 | Uncategorized
Stocks and bonds gained ground during the third quarter despite significant volatility on several occasions. U.S. equities rallied as small cap stocks led the way and value broadly outperformed growth in domestic stocks. Elsewhere, emerging markets...
by horizonwealthpartners | Nov 15, 2024 | Uncategorized
Have you recently turned 73 years old (or are about to)? Have you inherited any retirement accounts in the past year? Are you interested in understanding your possible tax burden in retirement? Then this article is for you! With the end of 2024 just a couple of months...
