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
October 14, 2021
All-Time High Anxiety
This guest post is written by Weston Wellington, Vice President of Dimensional Fund Advisors and one of the firm’s market research experts. In All-Time High Anxiety, he discusses the emotions of investing at stock market...
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September 2, 2021
Does it still make sense to invest in foreign companies?
Over the past decade, the U.S. stock market outperformed non-U.S. markets in eight of the last ten years. As a result, some question whether it still makes sense to invest in foreign companies. We believe...
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August 19, 2021
Women in Leadership
For many years, HTG Investment Advisors has hosted summer interns. This year, we had the opportunity to host and mentor Shaindy Weiss, a rising senior at Baruch College, placed with us through LiveGirl’s SHE WORKS...
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August 5, 2021
Use Bonds to Sleep Well at Night
Bonds may be perceived as boring, but their stability and liquidity help owners sleep well at night. While there have been periods when bonds offered both attractive returns and less volatility than stocks, their yields...
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July 22, 2021
Four Investment Lessons Validated During the Pandemic
The pandemic provides a recent opportunity for learning and reinforcing several time-tested investment principles. For young and experienced investors alike, it is worth pausing and reminding ourselves of these important best practices. Diversification is your...
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July 8, 2021
Myth Busters: Five Common Misbeliefs about Social Security Claiming
Social Security claiming decisions are a crucial component of your financial plan. Making the wrong assumptions about how the system works can negatively impact the value of your benefits over time, often irreversibly. Don’t fall...
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June 10, 2021
How to Manage Inflation Risk
My grandfather gave piano lessons in Shanghai during WWII. He loved lemons. Food prices often increased daily, so whenever a student paid for a lesson, he would rush to the market to buy what he...
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April 29, 2021
Our Core Fund Company Gets Serious About Climate Change
Climate change is in the headlines daily and it is getting harder to ignore scientists from disparate fields who are sounding the alarm about global warming and its consequences. It is believed that dangerous storms,...
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April 15, 2021
Are Your Financial Planning Ducks in a Row?
Is your financial life organized and are you on track to achieve your goals? For all our HTG clients reading this blog, I want to commend and thank you. Somewhere along the line, you realized...
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