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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Inflation has a different impact on each of us. House hunters hate seeing prices rise while they are looking to buy. Homeowners enjoy hearing how much more houses in the neighborhood are selling for compared...
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In part one of this blog, I explained what Restricted Stock Units (RSUs) and Employee Stock Options are and how they are taxed. If you missed it, please go back, and read it here. If...
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As a team of predominantly women advisors with years of experience helping others while also setting our own financial goals, we understand the unique challenges and issues that women face in building the life they...
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Job transitions are a busy time, filled with uncertainty and emotion, both for you and your family. Having personally gone through five transitions and advised a number of clients through theirs, here are some lessons...
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2021: An Exceptional Year for the U.S. Equity Market The broad U.S. equity market, represented by the Russell 3000 stock index, appreciated by 25.7% last year, it’s third-best calendar year in the last ten. The...
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In this post, Dimensional Fund Advisors offers their perspective on the long-term benefits of stock investing. While stock returns are volatile, nearly a century of bull and bear markets shows that the good times have...
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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...
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“You’re working for a start-up?” “That’s awesome! What does the company do? Do you have equity in the company?” These questions are increasingly commonplace and a focal point for Gen Z and millennials across the...
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While these remain challenging times, we are fortunate that we have been able to return to our office and serve our clients both safely and effectively. Many in our nation and abroad, however, are not...
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