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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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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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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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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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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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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