Most people assume their financial advisor is required to put their interests first. The type of advisor you work with, and the standard they follow, shapes how advice is given, how your advisor is compensated,...
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In our blog “Which Charitable Giving Strategy is Right for You?,” we discussed establishing a charitable giving strategy as a way to become more organized and impactful with your charitable dollars. Another important element in...
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It’s that time of year when many of us are committing to New Year’s resolutions, such as losing weight or exercising more. Investors could benefit from resolutions targeting their financial health as well. For those...
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At HTG Investment Advisors, we believe in applying well-researched techniques to benefit our clients. One such technique is the Wealth Allocation Framework (“WAF”) developed by Dr. Ashvin Chhabra, a close friend and former colleague of...
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Do you find holiday shopping for children and grandchildren challenging? What size, color, type should you buy? Will they like it? Do you know their current needs? ONE SIZE FITS ALL By buying a gift...
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Clients often express a strong desire to pay down debt, especially when they have accumulated assets or inherited assets that can be used to do so. And while this is a commendable instinct, it is...
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Yesterday’s Presidential election result, while not viewed as the likely outcome, was always a possibility. Sometime in the early hours of Wednesday we were reminded that unexpected events do occur. As the past reminds us,...
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In a year when news has been dominated by hackers and email breaches, it’s not surprising that the majority of Americans are concerned about cyber security. Below are some online essentials compiled by our friends...
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What do these things have in common? They relate to this time of year. Yes, even taxes. With just over two months left in 2016, now is a good time to review your tax situation...
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It is emotionally traumatic to envision yourself getting divorced, due in part to the uncertainty regarding your finances in the future. Like many things in life, fear of the unknown can be more stressful than...
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