Global equity markets continued their steady climb. The U.S. equity market returned approximately 2.3%1 in the third quarter and 12.8%1 year to date, reflecting continued resilience. Value stocks continued to outperform growth stocks, extending a...
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Clients often ask us how to ensure that their assets are “safe”. The answer to this question lies in understanding the difference between FDIC insurance for bank accounts and SIPC protections for brokerage accounts. What...
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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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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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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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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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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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Recently, HTG hosted a webinar series for women entitled “Financial Fitness Bootcamp”, with the goals of educating, empowering, and motivating women to take control of their financial futures. Personal finance may not be a priority...
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Have you wanted to chart a course for your financial future and take the guesswork out of today’s decisions? If so, you may benefit from a financial plan. The financial planning process can help you...
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The Golden Rule for College Savings – Start Early! May 29th is 529 College Savings Day, a day to highlight the importance of planning and saving for higher education expenses with 529 plans. If you are...
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