You just received a life-changing amount of money. You can cover all your expenses, repay every debt, buy nearly anything you want, and never worry about running out of funds. So why doesn’t it feel...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
Over the past 5 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...
READ MORE
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...
READ MORE
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...
READ MORE
Financial market volatility can trigger our instinct to take immediate action. When headlines scream about market drops and uncertainty looms, it’s tempting to make reactive decisions with your investments. However, history shows that staying the...
READ MORE
As an investor, it is easy to get caught up chasing returns and seeking yield in a portfolio. Available benchmark information encourages this focus on matching or beating the market. Therefore, performance seems to be...
READ MORE