As another year comes to a close, we’ve shown our appreciation for our valued HTG clients by donating in their name to two outstanding organizations that are making a meaningful impact in global health care...
READ MORE
Your financial advisor can be one of your most valuable professional relationships—but like any partnership, what you get out of it depends largely on what you put in. At HTG Investment Advisors, we’ve spent over...
READ MORE
Many articles focus on the question of housing affordability for young people starting out, but few address what a retiree (or retiree-to-be) can afford. For the first-time home buyer, the emphasis is on how much...
READ MORE
Over the past 5 years, a tug of war has been going on between the Department of Labor (DOL) and the courts over advice provided to retirement account holders. The DOL wants to require financial...
READ MORE
Congratulations! Your child got into college! Now comes the really challenging part … paying for it! You may have saved a nice sum in a college savings plan over the years, but not enough to...
READ MORE
Part of our job as financial planners is to look at your financial future and figure out what can go right and what might go wrong. One of the major possibilities in the “wrong” category...
READ MORE
If you’re reading this and were born between 1965 and 1980, chances are you’ve weathered some financial storms. You’ve survived the dot-com crash, the 2008 financial crisis, maybe a pandemic-induced career pivot, and probably helped...
READ MORE
As an investor, it is easy to get caught up chasing returns and seeking yield in a portfolio. Available benchmark information encourages this focus on matching or beating the market. Therefore, performance seems to be...
READ MORE
For many, December is a time for celebrating, shopping, gift giving, and gathering with family and friends. It can also mean taking a break from work and allowing time for reflection. This year, consider carving...
READ MORE
Planning for retirement income raises many questions, including whether annuities should be part of your future income strategy. While there’s no one-size-fits-all answer, understanding annuities is key to making informed decisions. In this blog, we’ll...
READ MORE