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
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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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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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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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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December 10, 2020
How Will We Remember 2020? Investing Through a Crisis
Over the holiday weekend, we watched old family videos of the kids when they were young. Clips of us playing make-believe with Brandon, Alex, and later with Tori were wonderful reminders of the past. I...
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December 3, 2020
Staying on Track – Common Questions During Market Uncertainty
Investors don’t worry about all market fluctuations – just the type that reduces their portfolio values. No one seems shaken when the stock market shoots upward. But market volatility is price change, regardless of its...
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November 19, 2020
A Meaningful, Fun, and Easy Way to Give This Holiday Season
Updated for 2023 Gift giving to family members living far away can be a challenge. You may find yourself unsure of their needs, wants, sizes, etc. And, in this pandemic year, you may want to...
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August 20, 2020
Politics and Your Portfolio
An Update as We Approach the 2020 Election With less than a hundred days to the November elections, we are publishing an updated version of our blog from the start of this year. At that...
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June 18, 2020
How to Beat the Stock Market
Is a great company a great investment? My life has been changed by great companies. Days start with my iPhone, listening to a podcast, and checking emails. Family discussions on historical events are quickly resolved...
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