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Glossary

Time Horizon

Definition

A time horizon is the length of time before invested money will actually be needed and spent.

Horizon, more than anything else, determines what an investment can safely be asked to do. Money needed within a few years cannot ride out a bear market and belongs in cash-like holdings; money needed in twenty-five years can — and its greater enemy is inflation, which stocks have historically outrun.

Why it matters in practice

Most portfolios serve several horizons at once — an emergency fund (immediate), a house down payment (years), retirement (decades) — and mismatches cause predictable damage in both directions: short-term money in stocks gets sold at a loss when the need arrives in a downturn, while long-term money in cash quietly loses purchasing power for decades. Retirement's horizon is also longer than intuition suggests: it ends at the end of retirement, not the start, often 30+ years after the last paycheck.

Related terms: Risk Tolerance · Asset Allocation · Liquidity · Inflation · Longevity Risk

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.