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Investment
Investing
April 14, 2026

First Quarter 2026 Investment Commentary

Markets weathered significant geopolitical headwinds, though volatility has been elevated. The conflict with Iran has been the defining story of the quarter, driving oil from $57 to above $100 per barrel. The most likely path...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Transitions

Planning, Transitions
April 8, 2020

Coping in the Time of Coronavirus

Let’s face it; we could all use some help coping with life in coronavirus times. The following suggestions come from Dr. Roni Cohen-Sandler, a long-time friend of HTG. She is a clinical psychologist, author, and...
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Transitions
March 26, 2020

Tips for Working Remotely

Six years ago, my husband and I made a longtime dream come true. We moved to Maine. I’m a native Mainer and spent summers here growing up. It’s where many of us “Mainers in Exile”...
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Planning, Retirement, Taxes, Transitions
March 12, 2020

Planning Strategies for the End of the Stretch IRA

In my earlier blog, I covered the major new provisions of the SECURE Act. One of the biggest changes involved the curtailment of the time an inherited IRA could continue its deferral, raising the question-...
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Investing, Planning, Transitions
October 10, 2019

The Value of Trying New Things

Are you ever faced with the desire for new experiences or a wish to test out new skills? What do you think of when these thoughts come to mind? “Oh no, not me. That is...
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Octogenarians Take on Life
Retirement, Transitions
September 12, 2019

An Octogenarian’s Take on Life

My father, Frank Sherwood, passed away recently, missing his 99th birthday by a month. He was a distinguished scholar and professor of Public Administration, but he started his work-life as a journalist and newspaper owner....
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Investing, Planning, Transitions
February 28, 2019

The Devil is in the Detail When Dividing Assets

In my previous blogs, I’ve described the divorce process from a timeline point of view: considering divorce, legal choices and the financial steps in divorce. Now let’s focus on an area where one or both...
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Planning, Transitions
November 29, 2018

To Plan or Not to Plan?

“If you don’t know where you’re going, any road will take you there.” George Harrison I recently spent three days with 1,000 financial planners and 100 enthusiastic tech wizzes from eMoney Advisor, a leading wealth...
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Planning, Retirement, Saving and Budgeting, Transitions
November 15, 2018

A Milestone Birthday Prompts Reevaluation

I just celebrated a milestone birthday. I can no longer check the 50-59 box on surveys and forms. That’s right the big 6-0. Honestly, I had some trouble embracing this birthday. Keith Richards said, “No...
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Children and Money, Saving and Budgeting, Transitions
September 20, 2018

Valuable Lessons in Delayed Gratification

Parents want to teach their children skills that create independence through decision making. But financial literacy in current affluent households has become a more elusive lesson than it was in previous generations. The need for...
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HTG Advisors

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

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