A broad group of companies carried the U.S. stock market to a 10.9%1 return in the first half of 2026. Over the past three years, seven technology companies—the so-called “Magnificent Seven”—accounted for most of the...
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Laurie, a single woman living in Boston, just turned 70. She loves her work as a consultant to startups and plans to work as long as she can. Laurie has been a disciplined saver over...
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Several times a year, after months of intensive study, a determined group of budding financial planners “sit” for the day-long exam to become a CERTIFIED FINANCIAL PLANNER™. It is a tense day and the culmination...
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In the final days of 2022, President Biden signed into law a huge omnibus funding bill. The portion of the bill addressing retirement is referred to as SECURE 2.0 for short. The acronyms that were...
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Recently we have been receiving more calls from prospects indicating they are looking for a fee-only advisor. This is good news for us and great news for consumers, as it shows that the public is...
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Over the past several decades, American football has eclipsed baseball as the most popular sport in terms of viewership. The secret to a successful football team is often a great quarterback and these talented players...
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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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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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Forty years ago, I started advising families on investing their financial wealth. Four decades have provided plenty of opportunities to make mistakes and observe others do the same. I share some below, and six lessons...
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It’s that time of the year when teens and college students are toiling away at their summer jobs while the rest of us hit the beach. Retirement might not have been top of mind when...
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