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estate planning mistakes
Planning
September 10, 2026

The Top Six Estate Planning Mistakes That Could Cost Your Family Time and Money

In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, walks through the most common estate planning mistakes families make, from skipping the plan altogether to letting beneficiary designations go stale, and what...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Investing

Investing, Planning
August 20, 2020

Politics and Your Portfolio

An Update as We Approach the 2020 Election With less than a hundred days to the November elections, we are publishing an updated version of our blog from the start of this year. At that...
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Investing
June 18, 2020

How to Beat the Stock Market

Is a great company a great investment? My life has been changed by great companies. Days start with my iPhone, listening to a podcast, and checking emails. Family discussions on historical events are quickly resolved...
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Investing, Planning
April 30, 2020

Is Now the Time to Buy Stocks or Sell Stocks?

Jumping into today’s stock market may be appealing to those whose view tends more towards a “glass half full” than “half empty.” Sharp declines like the ones experienced in March elicit a variety of responses....
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Investing, Planning
February 24, 2020

Will the Coronavirus Infect My Portfolio?

As we publish this article, over 70,000 have been diagnosed with the virus named “Covid-19”and over a thousand people have died. While these statistics are significant, they pale in comparison to the seasonal flu, which...
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Investing, Planning, Transitions
October 10, 2019

The Value of Trying New Things

Are you ever faced with the desire for new experiences or a wish to test out new skills? What do you think of when these thoughts come to mind? “Oh no, not me. That is...
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Investing, Planning
September 26, 2019

Mindfulness and the Markets

I started a mindfulness routine last year. I was hesitant to try it out and always thought that meditation and mindfulness were a bit “woo-woo.” Now that I’ve been practicing for a year, I swear...
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Investing, Planning
August 29, 2019

Investing Through the Next Recession

Over the last fifty years, there have been seven recessions. Each was different. In some, the drop in economic activity, as measured by the Gross Domestic Product (GDP), was small. For example, during the 1969...
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Investing, Planning
August 8, 2019

Lessons for Weathering Volatility

The beginning of August has been fraught with renewed stock market volatility. It is difficult to draw useful conclusions based on such a short period of time, as financial markets have a habit of behaving...
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Children and Money, Investing, Planning
May 9, 2019

Estate Planning Tools for Individuals With Disabilities, Mental Health Conditions, or Addictions

Almost everyone can think of a relative or close friend who has a family member with a disability, mental health condition or addiction. Disabilities alone capture many individuals with learning or developmental issues, a physical...
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