Planning
June 27, 2025
Do I Need a Will AND a Trust?
When clients sit across from us at HTG Advisors, one of the most common questions we hear is: “Do I need a will and a trust?” It’s a question that often gets delayed until a...
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Investing
August 23, 2024
The Presidential Election’s Impact On Your Portfolio
Shortly, we will know who our next president is, and which parties will control the House and the Senate. Until then, we can expect to hear constant messaging about what each side will do or...
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July 26, 2024
Second Quarter 2024 Investment Commentary
The U.S. stock market’s growth this year continues to be dominated by a small number of technology stocks. Ten stocks now represent 37% of the S&P 500 Index’s market capitalization. This is the greatest concentration...
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June 28, 2024
3 Common Investing Mistakes
Investing can be a complex and challenging endeavor, fraught with potential pitfalls for even the most experienced investors. In their recent blog, our friends at Dimensional Fund Advisors discuss three common investing mistakes, and how...
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June 14, 2024
Understanding Sustainable Investing
Interest in sustainable investing continues to grow among individuals, driven by concerns about climate change and increased interest from younger adults and women. While the COVID-19 pandemic initially boosted focus on sustainable investing, this trend...
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May 31, 2024
The Hidden Costs of Financial Mistakes – and How to Avoid Them!
Selecting the right financial advisor is an important decision. Knowing what qualities to look for and how to evaluate an advisor’s expertise can be challenging. What criteria should you use? What is the yardstick by...
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April 19, 2024
First Quarter 2024 Investment Commentary
We are likely entering a period of stable economic growth with moderating inflation. With fears of a recession receding, the economy has continued to grow. The latest data indicates that the U.S. economy grew by...
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April 5, 2024
A Financial Spring Cleaning Checklist
With the advent of spring our attention shifts towards growth and development. Some big items on many people’s to-do lists range from spring cleaning at home to readying their garden in preparation for summer. It...
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February 29, 2024
The Lesser-Known Benefits of HSAs
Health Savings Accounts (HSAs) are growing rapidly. Serious savers are embracing their immediate tax benefits and are learning of their even greater long-term value. The basics of HSAs are largely understood, namely, that they are...
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February 23, 2024
What Financial Mistake Did You Make in Your 20s?
There’s a saying that “hindsight is 20/20” and the older one gets, the more often that phrase seems to be used! A young person doesn’t always have the information – or knowledge- to make the...
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