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Will and trust
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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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Investing

Investing
August 19, 2022

Why Stocks and the Economy Diverge

Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market?  You’re not alone.  The last few years have produced...
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Investing
July 28, 2022

Second Quarter 2022 Investment Commentary

Economic growth is moderating Excessive pandemic-related stimulus coupled with labor and supply chain shortages has pushed up prices of goods, services, and housing in many markets. To mitigate inflationary pressures, central banks are raising interest...
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Investing, Planning, Retirement
July 22, 2022

Lessons Learned During My Forty Years as a Wealth Manager

Forty years ago, I started advising families on investing their financial wealth. Four decades have provided plenty of opportunities to make mistakes and observe others do the same. I share some below, and six lessons...
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Children and Money, Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes, Transitions
July 1, 2022

Video Guide: Women’s Webinar Series

Recently, HTG hosted a webinar series for women entitled “Financial Fitness Bootcamp”, with the goals of educating, empowering, and motivating women to take control of their financial futures.  Personal finance may not be a priority...
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Investing
June 3, 2022

Recessions and bear markets explained

A recession, which is a decline in economic activity, brings to mind companies going bust and employees losing their jobs. While there may have been as many as 48 U.S. recessions dating as far back...
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Investing
April 29, 2022

Investing in I Bonds and TIPS During Rising Inflation

With inflation rising, many investors are wondering about ways to protect their portfolios.  I Bonds (Series I Savings Bonds) have been in the news a lot of late, offering a risk free investment rate of...
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Investing
April 21, 2022

First Quarter 2022 Investment Commentary

2022 began with a strong economy and rising inflation. Real GDP in 2021 grew at a 5.7% rate according to The Conference Board, reflecting a rebound from negative growth in 2020.  The invasion of Ukraine...
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Investing, Planning, Saving and Budgeting, Taxes
April 14, 2022

Drawing a Blueprint for Your Finances

Are you a millennial or young professional who has made great strides in growing your career in your twenties and thirties? Have you now enjoyed the fruits of your labor with more income and started...
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Investing
March 24, 2022

Inflation’s Winners and Losers

Inflation has a different impact on each of us.  House hunters hate seeing prices rise while they are looking to buy. Homeowners enjoy hearing how much more houses in the neighborhood are selling for compared...
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HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
203.972.8262
info@htgadvisors.com

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