Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
READ MORE
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...
READ MORE
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...
READ MORE
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 –...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE