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 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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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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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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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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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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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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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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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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