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Video Guide: New Year Message from Our Principals

In this short video, HTG’s Robin Sherwood and  Lex Zaharoff share a New Year message with clients and friends.

New Year Message from Our Principals

Video Transcript

As we start 2022, and reflect on last year, we are grateful for our continued business success and for having you as our client. It has been a challenging year for us all, but we learned to adapt and adjust, in order to provide the same high-quality service, despite Covid’s challenges.

Reflecting our continued business growth, I am excited to announce that we hired three new talented professionals to join our team. I hope you will join me in welcoming Bianca, Sonya and Jeannie to HTG. We are also bidding farewell to Sue Lione, who is retiring after 25 years serving our clients in an exemplary fashion.

From an investment perspective, last year reinforced the value of maintaining an appropriate asset mix. Stock market exposure provided growth while fixed income mitigated risk.

Despite Covid-19’s continued ability to evolve, consumers increased spending faster than the supply of goods and services. We all learned what a “supply chain” was and that our favorite restaurant remains short staffed despite 5% unemployment. This demand / supply imbalance pushed up prices. For the first time in decades, inflation exceeds 2%.

Robin and I remember the last time inflation was this high, and we will continue to apply well researched techniques to best achieve your long-term financial goals.

I want to reassure you that serving your needs remains our sole focus and mission. Our advisors are engaged in tackling a myriad of financial issues, related to investment planning, retirement, tax and estate planning. We are dedicated to keeping you on track to achieve whatever your financial goals might be.

Our goal is to serve you well and to pursue moderate growth. We are in search of new clients, especially ones like yourself, who appreciate having a trusted partner who is objective and independent.

All of us at HTG look forward to working and collaborating with you in 2022.

Robin Sherwood, CFP®

With over twenty years of experience, Robin assists clients in maximizing their financial well-being. She counsels clients in the areas of retirement, taxes, investments and estate planning.

Robin is a CERTIFIED FINANCIAL PLANNER™ practitioner and a registered member of NAPFA. She has an MBA in Finance from the Wharton School at the University of Pennsylvania, and a BA from Colby College.
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