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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This guest post is written by David Booth, Executive Chairman and Founder of Dimensional Fund Advisors. As we approach the end of the second year of a challenging global pandemic, he shares his optimistic and...
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This guest post is written by Weston Wellington, Vice President of Dimensional Fund Advisors and one of the firm’s market research experts. In All-Time High Anxiety, he discusses the emotions of investing at stock market...
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With fall underway, we write to extend our good wishes, provide a firm update, and share some exciting news. After seamlessly pivoting to a fully remote environment last year, our team is now on a...
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Are you or someone you love thinking about the next living stage as you age? You have worked hard for your future and want to enjoy it in an environment where you will thrive. Making...
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Over the past decade, the U.S. stock market outperformed non-U.S. markets in eight of the last ten years. As a result, some question whether it still makes sense to invest in foreign companies. We believe...
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For many years, HTG Investment Advisors has hosted summer interns. This year, we had the opportunity to host and mentor Shaindy Weiss, a rising senior at Baruch College, placed with us through LiveGirl’s SHE WORKS...
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Bonds may be perceived as boring, but their stability and liquidity help owners sleep well at night. While there have been periods when bonds offered both attractive returns and less volatility than stocks, their yields...
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The pandemic provides a recent opportunity for learning and reinforcing several time-tested investment principles. For young and experienced investors alike, it is worth pausing and reminding ourselves of these important best practices. Diversification is your...
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Social Security claiming decisions are a crucial component of your financial plan. Making the wrong assumptions about how the system works can negatively impact the value of your benefits over time, often irreversibly. Don’t fall...
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