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...
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Job transitions are a busy time, filled with uncertainty and emotion, both for you and your family. Having personally gone through five transitions and advised a number of clients through theirs, here are some lessons...
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2021: An Exceptional Year for the U.S. Equity Market The broad U.S. equity market, represented by the Russell 3000 stock index, appreciated by 25.7% last year, it’s third-best calendar year in the last ten. The...
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In this post, Dimensional Fund Advisors offers their perspective on the long-term benefits of stock investing. While stock returns are volatile, nearly a century of bull and bear markets shows that the good times have...
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In this short video, HTG’s Robin Sherwood and Lex Zaharoff share a New Year message with clients and friends. New Year Message from Our Principals Video Transcript As we start 2022, and reflect on last...
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“You’re working for a start-up?” “That’s awesome! What does the company do? Do you have equity in the company?” These questions are increasingly commonplace and a focal point for Gen Z and millennials across the...
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While these remain challenging times, we are fortunate that we have been able to return to our office and serve our clients both safely and effectively. Many in our nation and abroad, however, are not...
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This guest post is written by David Booth, Executive Chairman and Founder of Dimensional Fund Advisors. As we approach the end of the second year of a challenging global pandemic, he shares his optimistic and...
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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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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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