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charitable giving strategies
Planning
December 10, 2025

Smart Charitable Giving Strategies Under the One Big Beautiful Bill Act

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has brought significant changes to the tax landscape—including some important shifts that affect charitable giving. While the law made permanent many...
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Planning

financial education
Children and Money, Investing, Planning, Retirement, Saving and Budgeting
January 20, 2023

Introducing our ‘Financial Foundations’ Educational Series

HTG Investment Advisors is pleased to present our new educational series, Financial Foundations, focused on helping young adults better understand the opportunity and impact of saving, investing, and financial planning. What is the Financial Foundations...
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Investing, Planning
December 30, 2022

This Has Been a Test: Developing a Financial Plan You Can Stick With

This guest post is written by David Booth, Executive Chairman and Founder of Dimensional Fund Advisors. He discusses the importance of sticking to a sensible financial plan – especially during the past three years –...
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Planning
November 10, 2022

How to Define and Prioritize Your Financial Legacy

Are you going to spend all your savings in your lifetime? Most families will. Some will update their plans and discover that they are likely to have more than they need. If your family is...
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Investing, Planning
October 28, 2022

Third Quarter 2022 Investment Commentary

U.S. and European central banks are committed to stopping inflation. With five rate increases totaling 3% in 2022, the Federal Reserve moved swiftly to raise rates with the goal of tamping down the emerging inflation...
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Planning, Transitions
October 21, 2022

Why Is Estate Planning So Important?

The best way to get things done is to simply begin. My brother died unexpectedly at the age of 63. While his health wasn’t great, his passing caught us off guard. We were sure he...
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financial planning
Investing, Planning, Saving and Budgeting
September 23, 2022

Five Tips for Better Financial Health

Why do so many of us disregard the professional advice we are given? We know what is good for our health – exercise, eat right, get enough sleep, go to the doctor—but face barriers to...
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Investing, Planning, Retirement, Saving and Budgeting
September 2, 2022

Partners in Love, Life and Money; Why a Team Approach to Family Finances is Ideal

When you create a long-term partnership with another person, you are forming a team with all its benefits and challenges. If you choose to merge your finances, you might be inclined to follow a divide...
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Planning, Saving and Budgeting
August 26, 2022

Expect the Unexpected

A few years ago my Bernese Mountain Dog, Bella (age 2 at the time), stopped eating for a few days. Berners can be finicky and don’t always eat voraciously, but by day 3, I was...
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Children and Money, Planning, Transitions
August 12, 2022

Legal Documents for College Students and Young Adults

Many people wait until the birth of their first child before considering a will, health care directive, or legal protection for their assets. The logic is that if you don’t have significant assets, there is...
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HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
203.972.8262
info@htgadvisors.com

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