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...
READ MORE
The distinct perspectives of different generations add value, both at work and play. HTG Investment Advisors benefits from the range of more than four decades between our youngest and oldest employees. Jeanne and I also...
READ MORE
Our society values action. We enjoy “action movies”, we use “action verbs” on our resumes, and we praise active people. When we hear news, we think about what action to take. If we hear that...
READ MORE
Much of the time we spend with our clients involves planning for their futures. Things like ensuring adequate savings and investing to meet future goals are critically important focus areas, especially for pre-retirees. For some...
READ MORE
Most of us wish we could bottle up the sense of joy and family harmony we feel over the holidays and retrieve it during stressful times. In fact, we would like to keep family peace,...
READ MORE
The Tax Cuts and Job Act of 2017 effects a change to the tax treatment of alimony that is noteworthy for those considering divorce. We recently read an article regarding the topic in the Hartford...
READ MORE
Life is a series of transitions. While each transition offers challenges, opportunities can also be uncovered. During one such transition almost 25 years ago, Tom and I recognized an opportunity to fill a long-held dream...
READ MORE
It’s official. For 2018, the estate and gift tax exemption is $5.6 million per individual, up from $5.49 million in 2017. That means an individual can leave $5.6 million to heirs and pay no federal...
READ MORE
Diminished capacity of a loved one is a multi-faceted issue. There are practical, emotional, safety and certainly financial impacts. Changes are often subtle but may still be evident to family or even non-family members. Clues...
READ MORE
Deciding to divorce is already an emotionally challenging process. What can you expect to happen in the first few months? The first step is that your case has to be filed with the court, and...
READ MORE