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A quarter of Connecticut on US dollar bills. Symmetric composition of US dollar bills and a quarter of Connecticut.
Retirement
May 22, 2026

What You Should Know Before Retiring in Connecticut

Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
financial quarterback
Planning, Retirement, Taxes, Transitions
February 10, 2023

Advisors as Financial Quarterbacks

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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Q4
Investing, Planning
February 3, 2023

Fourth Quarter 2022 Investment Commentary

2022 was a challenging year for both stock and bond markets. The broad U.S. stock market (Russell 3000 Index) was down 19.2% in 2022, the first down year since 2018.  The U.S. bond market had...
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investing
Financial Foundations Education, Investing
January 30, 2023

Financial Foundations: The Power of Compound Interest

How many times have you thought about doing something and then decided that you would “start tomorrow” instead? We are all guilty of this. From eating right and staying healthy, to saving and investing, we...
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wealth transfer
Children and Money, Planning, Transitions
January 27, 2023

How to Transfer Wealth to Your Children

Couples or single parents fortunate enough to have saved more than they need during their lifetimes face the decision of who gets the rest. Giving kids too much too soon risks emotional harm. Never telling...
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financial education
Children and Money, Investing, Planning, Retirement, Saving and Budgeting
January 20, 2023

Introducing our ‘Financial Foundations’ Educational Series

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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Investing, Planning
December 30, 2022

This Has Been a Test: Developing a Financial Plan You Can Stick With

This guest post is written by David Booth, Executive Chairman and Founder of Dimensional Fund Advisors. He discusses the importance of sticking to a sensible financial plan – especially during the past three years –...
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investment scam
Investing
December 1, 2022

Investment Scams: If it seems too good to be true, it is!

There is no shortage of investment scams. According to the FTC, there were 2.8 million fraud reports from consumers in 2021, and reported fraud losses increased more than 70% year over year. Some of the...
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Planning
November 10, 2022

How to Define and Prioritize Your Financial Legacy

Are you going to spend all your savings in your lifetime? Most families will. Some will update their plans and discover that they are likely to have more than they need. If your family is...
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Investing, Planning
October 28, 2022

Third Quarter 2022 Investment Commentary

U.S. and European central banks are committed to stopping inflation. With five rate increases totaling 3% in 2022, the Federal Reserve moved swiftly to raise rates with the goal of tamping down the emerging inflation...
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HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
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