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
February 28, 2023
Sleeping Well in Volatile Times
We seek instant gratification. Ask Alexa or Siri and we can answer any question or watch any movie. But our increased desire for quick solutions has made investing well much more difficult. None of our...
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February 24, 2023
What is a Fee-only Advisor?
Recently we have been receiving more calls from prospects indicating they are looking for a fee-only advisor. This is good news for us and great news for consumers, as it shows that the public is...
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February 3, 2023
Fourth Quarter 2022 Investment Commentary
2022 was a challenging year for both stock and bond markets. The broad U.S. stock market (Russell 3000 Index) was down 19.2% in 2022, the first down year since 2018. The U.S. bond market had...
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January 20, 2023
Introducing our ‘Financial Foundations’ Educational Series
HTG Investment Advisors is pleased to present our new educational series, Financial Foundations, focused on helping young adults better understand the opportunity and impact of saving, investing, and financial planning. What is the Financial Foundations...
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December 30, 2022
This Has Been a Test: Developing a Financial Plan You Can Stick With
This guest post is written by David Booth, Executive Chairman and Founder of Dimensional Fund Advisors. He discusses the importance of sticking to a sensible financial plan – especially during the past three years –...
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December 1, 2022
Investment Scams: If it seems too good to be true, it is!
There is no shortage of investment scams. According to the FTC, there were 2.8 million fraud reports from consumers in 2021, and reported fraud losses increased more than 70% year over year. Some of the...
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October 28, 2022
Third Quarter 2022 Investment Commentary
U.S. and European central banks are committed to stopping inflation. With five rate increases totaling 3% in 2022, the Federal Reserve moved swiftly to raise rates with the goal of tamping down the emerging inflation...
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September 23, 2022
Five Tips for Better Financial Health
Why do so many of us disregard the professional advice we are given? We know what is good for our health – exercise, eat right, get enough sleep, go to the doctor—but face barriers to...
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September 2, 2022
Partners in Love, Life and Money; Why a Team Approach to Family Finances is Ideal
When you create a long-term partnership with another person, you are forming a team with all its benefits and challenges. If you choose to merge your finances, you might be inclined to follow a divide...
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