Are you a young professional or new to managing finances? As your financial situation becomes more complex, do you find it challenging to prioritize your financial objectives? You might find yourself asking, “Where do I begin? How can I measure my progress? What should I tackle first?”
The unthinkable happens in an instant—a stroke, a devastating diagnosis, a sudden accident—and suddenly you’re thrust into the role of financial detective for your parents, rifling through drawers, searching email accounts, and calling banks without...
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After more than 30 years of guiding families through their investment journeys, we’ve noticed that some of the most persistent challenges investors face aren’t market-related—they are mindset-related. Today, we want to address some common misconceptions...
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At HTG, we understand that starting your investment journey can feel overwhelming with so many account options available. This month, our focus is to help you understand the different types of investment accounts, outside of...
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You’re probably thinking, “I’m young – why do I need estate planning?” Here’s the reality: if you have a 401(k), own anything valuable, or have people who depend on you, you need a plan. The...
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Having a great salary is something to celebrate, but as many professionals discover, income alone doesn’t guarantee financial security. A recent study conducted by the CFP Board1 shows that 90% of millennials struggle to achieve their...
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In times of market uncertainty, headlines about market drops and economic concerns can feel overwhelming, especially early in your investment journey. While experiencing volatility firsthand can test even the most resolute investor’s confidence, these fluctuations...
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We’ve been hearing a lot of buzz lately about international equities and whether they’re poised for a significant run. Many of you have asked if now is the time to shift focus and invest more...
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The recent 17% single-day drop in NVIDIA’s stock price, which erased nearly $600 billion in market value, offers important lessons about investment risk and portfolio management. As a leader in AI technology, NVIDIA’s extraordinary rise...
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As we begin the new year, there’s no better time to take control of your financial future. Last year, we provided a financial checklist to kick off the new year, so we encourage you to revisit this...
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