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Financial Foundations Education

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?”

Explore HTG’s Financial Foundations, an educational platform to help you answer a wide variety of financial questions and simplify complex topics.

Start building your financial future with basic principles. Subscribe to monthly insights aimed at establishing a robust financial foundation.

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Can’t wait? Explore our content library now. Start with the oldest post as your first building block

All Financial FoundationsChildren and MoneyInsuranceInvestingPlanningRetirementSaving and BudgetingTaxes
investing
Financial Foundations Education, Investing
April 30, 2025

Financial Foundations: Navigating Market Volatility

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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investing
Financial Foundations Education, Investing
March 26, 2025

Financial Foundations: International Equities – Let’s Talk Diversification

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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investing
Financial Foundations Education, Investing
February 27, 2025

Financial Foundations: NVIDIA’s Sharp Decline – What Goes Up CAN Come Down!

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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taxes
Financial Foundations Education, Taxes
January 29, 2025

Financial Foundations: 2025 Contribution Limits & Your Guide to Tax-advantaged Savings

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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financial planning
Financial Foundations Education, Planning
November 29, 2024

Financial Acronyms That Need Your Attention!

Remember when the most stressful letters in your life were GPA and SAT? Now there are new acronyms that warrant your attention! Before you get lost in holiday chaos or start mapping out your 2025...
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financial planning
Financial Foundations Education, Planning
October 28, 2024

Financial Foundations: The Importance of Reviewing Your Employee Benefits

As we enter the open enrollment season for 2024, we wish to remind you about the importance of reviewing your employee benefits.  Whether you’re with a new employer or staying at your current job, taking...
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financial planning
Financial Foundations Education, Planning, Saving and Budgeting
September 26, 2024

Financial Foundations: Managing Debt

Managing debt is a crucial skill, especially for young adults who often find themselves juggling student loans, credit card balances, car loans, and other large expenses. Whether you find yourself with rising debt or wish...
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retirement
Financial Foundations Education, Retirement
August 28, 2024

Financial Foundations: The 401(k) vs. Roth 401(k) Dilemma

As you continue your journey towards building your financial future, one key decision you may be facing is whether to contribute to a Traditional 401(k) or a Roth 401(k). Both options have unique advantages, and...
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investing
Financial Foundations Education, Investing
July 31, 2024

Financial Foundations: Politics and Your Portfolio

The US presidential election is capturing widespread attention, dominating news headlines and social media posts, as it fast approaches this November. Not to mention delivering some twists and turns months before Election Day. The potential...
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HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
203.972.8262
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