The Horizon

Equifax Security Breach Threatens Seniors

By Jonathan Peyton | Sep 13, 2017

Late last week Equifax announced they had recently experienced a major data breach of financial information affecting approximately 143 million...

Read More

What To Consider When Building A Senior Care Team

By Jonathan Peyton | Sep 08, 2017

For decades you have lived an amazing life.  You have seen so many memorable things, and arguably, participated in writing history.  You have...

Read More

Parent Care: It's Time To Have The Talk

By Jonathan Peyton | Sep 06, 2017

Asking you to plan for your future is pretty hard.  There are esoteric goals to outline, numbers to crunch, and a few headaches to look forward...

Read More

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

By Jonathan Peyton | Aug 23, 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...

Read More

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

By Jonathan Peyton | Aug 18, 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...

Read More

The Death Of Robo Advisors

By Jonathan Peyton | Aug 16, 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...

Read More

How Much Is A Penny Saved Worth To You?

By HRWM | Aug 11, 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...

Read More

How Does Your Risk Tolerance Affect Your Portfolio Risk?

By Jonathan Peyton | Aug 09, 2017

Defining risk tolerance can be overwhelming, confusing, and an art rather than a science.  Once a risk tolerance label is assigned the investor...

Read More

What Is Asset Management And Who Would Benefit From It?

By Jonathan Peyton | Aug 04, 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...

Read More

Defining Risk Tolerance: What's Your Number?

By Jonathan Peyton | Aug 02, 2017

For years investors have contemplated how much risk they should take within their portfolios, and whether it is enough to reach their intended...

Read More