You’ve probably had the conversation—maybe over dinner, maybe on a long drive — where the future comes up and kids enter the picture. It’s exciting. It’s also, if you’re being honest, a little terrifying. The...
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Many workers in their 50s are behind on retirement savings, but for those who have the capacity to put more into retirement accounts during this time, catch-up contributions can increase retirement readiness. In this article,...
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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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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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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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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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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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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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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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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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