The Horizon

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...

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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...

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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...

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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...

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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...

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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...

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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...

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Who Cares About the Fiduciary Standard?

By Jonathan Peyton | Dec 22, 2016

You should.  I should.  We all should.  But, why?  At a time when investors do not fully understand the difference between an investment advisor,...

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Press Release

By Jonathan Peyton | Dec 22, 2016

FOR IMMEDIATE RELEASE

Dream Big. Plan Smart.

Planning for a better future, starts today!

Ashburn, Virginia - December 22, 2016 – Jonathan Peyton,...

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