Investing
October 16, 2026

Tax-Efficient Investing: How Dividends, Interest & Capital Gains Are Taxed

In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, explains how dividends, interest, and capital gains are taxed, and walks through the strategies we use to help clients keep more of what...
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Children and Money

Children and Money, Planning
June 16, 2016

How to Help Young Adults Be Financially Independent

As with helping a child learn to walk and talk, we can help children gain the tools and knowledge necessary to become financially independent adults. Early discussions about wants versus needs, as well as earning...
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