In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, walks through the most common estate planning mistakes families make, from skipping the plan altogether to letting beneficiary designations go stale, and what...
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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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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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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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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 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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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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