Welcome! This site is a wealth of information for your financial planning needs. It offers a variety of information sources such as newsletters, articles, calculators, and research reports.
It is our desire that a visit to here will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.
This site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
As a valued customer, we are here to educate you about basic financial concepts, to help you learn more about who we are and what we can do to help you reach your financial goals, and to give you fast, easy access to market performance and data.
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If you have any questions, please call us at (864) 583-0963 or e-mail us at jeff@hortoninvest.net . We will be happy to help. We look forward to talking with you.
Newsletters
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.