Category: Asset Management

Learn more about the asset management services provided by Horizon Ridge Wealth Management

How Much Is A Penny Saved Worth To You?

Jul 19, 2017
If you are not participating in employer-sponsored retirement plan, you could be leaving “pennies”, or much more, on the table.  For over a decade we have worked with retired executives from multi-million dollar companies who...

The Death Of Robo Advisors

Jul 12, 2017
Imagine it is 2007 and your portfolio growth is beginning to slow.  You have no reason to believe your account balances will drop over the coming years, so you stay the course with your current...

Who Cares About the Fiduciary Standard?

Jun 14, 2017
You should.  I should.  We all should.  But, why?  At a time when investors do not fully understand the difference between an investment advisor, a financial planner, or even a stock broker, how can we...

What Is Asset Management And Who Would Benefit From It?

Jun 7, 2017
Look it up.  Seriously!  Search “What is Asset Management” in the search engine of your choice.  The first ten articles in the search results seem to vary on the definition with a few similarly stating...

Defining Risk Tolerance: What’s Your Number?

May 31, 2017
For years investors have contemplated how much risk they should take within their portfolios, and whether it is enough to reach their intended goals.  Depending on the time frame allocated to reach the goal, the...

How Does Your Risk Tolerance Affect Your Portfolio Risk?

May 24, 2017
Defining risk tolerance can be overwhelming, confusing, and an art rather than a science.  Once a risk tolerance label is assigned the investor has to agree with the prescribed label for a defined period of...

What’s The Right Question Your Planner Should Ask You?

May 10, 2017
Too often I have spoken with investors who want to understand how their portfolios are allocated, how they are performing, if they should make any adjustments, and how they are doing amongst their peers.  Now...

Stock Picking Service or Model Portfolios: Which Strategy Suits You?

May 3, 2017
For decades there has been a belief that stock brokers could pick some of the best untapped, undervalued stocks in the equity markets.  Prior to the commercialization of the internet, it was not uncommon to...