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Retirement
March 11, 2026

Should I Front-Load My 401(k)?

Should I front-load or max out my 401(k) early in the year? How do I avoid losing my company match? These questions came up recently when my husband prepared for his annual bonus elections in...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Investing

Investing
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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Social security myths
Investing, Planning, Retirement
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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Inflation Risk
Investing, Planning
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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Sustainable Investing
Investing, Planning
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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Investing, Planning
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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Investing, Planning
March 18, 2021

Video Guide: Large and In Charge; Giant Firms Atop the Market is Nothing New

More from HTG Investment Advisors on investing in the current market. Do today’s largest companies hold the best opportunity for growth? The slide is from Dimensional Fund Advisors, who prepares many wonderful materials on investing....
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Video Guide: How to Invest in the Stock Market
Investing, Planning
March 4, 2021

Video Guide: What to Expect When Investing in the Stock Market

Learning how to invest in the stock market can be an overwhelming process. In this short video, HTG Investment Advisors President Robin Sherwood shares her favorite slides on investing in the stock market. We often...
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Investing
February 4, 2021

Bubbles: Bitcoin and GameStop

It is exciting to suddenly receive a financial windfall. That feeling is a natural part of how our brains work, irrespective of education or experience. Isaac Newton lost a fortune chasing the excitement of unexpected...
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Investing
January 14, 2021

2020 Year-End Review

2020: Low Probability Events Occasionally Occur The year began quietly in investment markets, extending a lengthy stretch of subdued volatility. That relative calm came to a dramatic end in late February when the extent of...
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