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fiduciary
Investing
July 8, 2026

Fiduciary Advisor vs. Broker: Key Differences Every Investor Should Know

Most people assume their financial advisor is required to put their interests first. The type of advisor you work with, and the standard they follow, shapes how advice is given, how your advisor is compensated,...
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Investing

spacex IPO
Investing
June 10, 2026

The SpaceX IPO: What Investors Need to Know

What is the SpaceX IPO and why does it matter? SpaceX has filed publicly with the SEC and is targeting a Nasdaq listing on or around June 12, 2026, under the ticker SPCX. The company...
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Investment
Investing
April 14, 2026

First Quarter 2026 Investment Commentary

Markets weathered significant geopolitical headwinds, though volatility has been elevated. The conflict with Iran has been the defining story of the quarter, driving oil from $57 to above $100 per barrel. The most likely path...
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iran
Investing, Saving and Budgeting
March 18, 2026

How the Conflict in Iran May (Or May Not) Affect Your Investment Strategy

Increasing oil prices and inflation uncertainty have many investors nervous about what the Iran conflict could mean for their portfolios. In this article, CERTIFIED FINANCIAL PLANNER® certificant Allison Donaldson explains how markets typically react to geopolitical...
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Q4
Investing
January 13, 2026

Fourth Quarter 2025 Investment Commentary

U.S. stocks delivered another strong year. The U.S. stock market advanced 17.1%1 in 2025, marking the third consecutive year of above-average returns. Enthusiasm about artificial intelligence’s potential to boost productivity and corporate profits continues to...
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financial advisor relationship
Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes
November 14, 2025

Maximizing Your Relationship with Your Financial Advisor

Your financial advisor can be one of your most valuable professional relationships—but like any partnership, what you get out of it depends largely on what you put in. At HTG Investment Advisors, we’ve spent over...
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Q3 investment commentary
Investing
October 16, 2025

Third Quarter 2025 Investment Commentary

Economic growth continues amid crosscurrents. Major economies continue to expand, though interpreting recent data has become increasingly complex. In the U.S., labor demand appears to be moderating while immigration restrictions simultaneously constrain supply. Tariffs are...
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fiduciary
Investing, Planning, Retirement
September 12, 2025

Is Your Advisor a Broker or Fiduciary?

In recent years, a tug of war has been going on between the Department of Labor (DOL) and the courts over advice provided to retirement account holders.  The DOL wants to require financial professionals to...
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glacier effect investing
Investing, Planning
August 22, 2025

The Glacier Effect: Why Slow-Moving Changes Create Big Investment Opportunities and Risks

Picture a massive glacier. Day by day, it appears completely motionless—a towering wall of ice frozen in time. But observe it over decades, and you witness one of nature’s most powerful forces, capable of carving...
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second quarter investment
Investing
July 11, 2025

Second Quarter 2025 Investment Commentary

The U.S. stock market more than recovered from April’s tariff surprise. The U.S. stock market gained 5.8%¹ through the end of June, fully recovering from a sharp 19%¹ decline triggered by new tariff policy announcements...
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HTG Advisors

50 Locust Avenue
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