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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A premier book on investing written over twenty years ago is “Winning the Loser’s Game” by Charles Ellis. Linking sports with investing, Ellis notes that while top tennis players win by making brilliant shots, most...
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Everyone likes a good old-fashioned April Fool’s joke. But what if the joke’s on us? The philosopher Ludwig Wittgenstein once said that nothing is as difficult for people as not deceiving themselves. But while we...
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In my previous blogs, I’ve described the divorce process from a timeline point of view: considering divorce, legal choices and the financial steps in divorce. Now let’s focus on an area where one or both...
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Just like physical health, improving someone’s financial health requires diagnosis, development of the appropriate course of action, and sticking with the treatment plan. David R. Jones from Dimensional Fund Advisors expands this analogy in DFA’s...
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Volatility has returned to financial markets this year and for investors focused on the long-term, this is good news. Market volatility provides two opportunities to add value to portfolios. Buy low One way to benefit...
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The impact of election outcomes on the stock market is often contemplated in the weeks leading up to an election. With U.S. mid-term elections scheduled for next week, we found the following article by Dimensional...
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With college costs rising at an average annual rate of 5.7% (since 1983 according to J.P. Morgan), the best advice on college savings is to save early and save as much as you can. But...
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The distinct perspectives of different generations add value, both at work and play. HTG Investment Advisors benefits from the range of more than four decades between our youngest and oldest employees. Jeanne and I also...
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Our society values action. We enjoy “action movies”, we use “action verbs” on our resumes, and we praise active people. When we hear news, we think about what action to take. If we hear that...
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