Here is all you need to do:
Then, just as you do now with your retirement plan, you will receive a Horizon Action Report every five weeks. You may implement any desired reallocations using the mutual fund company's web site and our Reallocation Process.
Best of all…if you are a current subscriber, you are entitled to a 50% discount on each additional Horizon subscription for your first three years—an up to $1,080 savings!
The answer depends on the characteristics of your current brokerage account. There are 3 fundamental concerns that must be addressed when using Horizon™ (or any active management approach) to rebalance a portfolio of mutual funds at a brokerage firm (e.g., Schwab, Ameritrade, etc.).
The bottom-line is this: Following a disciplined, active approach of rebalancing a portfolio of mutual funds held at a brokerage firm may result in more time spent and more money out of your pocket – neither of which are desirable or sustainable by the average individual.
Here is all you need to do to get started using Horizon at a mutual fund company:
Decide what portion of your non-retirement investments you want to manage with Horizon.
Transfer that money directly into any unrestricted money market or stable value fund at your chosen mutual fund company.
Contact us when your account has been opened, let us know which company you have chosen and we will send you instructions on how to subscribe.
Best of all…if you are a current subscriber, you are entitled to a 50% discount on each additional Horizon subscription for your first three years—an up to $1,080 savings!
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