Planning
June 27, 2025
Do I Need a Will AND a Trust?
When clients sit across from us at HTG Advisors, one of the most common questions we hear is: “Do I need a will and a trust?” It’s a question that often gets delayed until a...
READ MORE
All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
March 6, 2025
Managing Investment Portfolios in a Complex Environment
Have you ever turned up your thermostat only to still feel cold, later discovering someone opened a window? We often think we have complete control over our environment, but we don’t. We live in a...
READ MORE
February 27, 2025
Financial Foundations: NVIDIA’s Sharp Decline – What Goes Up CAN Come Down!
The recent 17% single-day drop in NVIDIA’s stock price, which erased nearly $600 billion in market value, offers important lessons about investment risk and portfolio management. As a leader in AI technology, NVIDIA’s extraordinary rise...
READ MORE
February 21, 2025
Investment Tax Documents Needed for Filing Taxes
This time of year, our real and virtual mailboxes receive tax documents from custodians that reflect activity from the prior year. 1099, 5498, 1042 …. cryptic numbers that don’t give you any clues as to...
READ MORE
February 7, 2025
Understanding Behavioral Biases in Financial Decision Making
Financial markets are often viewed as rational systems where participants make logical decisions based on available information. However, psychological research has consistently shown that human behavior in financial markets is far from rational. In fact,...
READ MORE
January 29, 2025
Financial Foundations: 2025 Contribution Limits & Your Guide to Tax-advantaged Savings
As we begin the new year, there’s no better time to take control of your financial future. Last year, we provided a financial checklist to kick off the new year, so we encourage you to revisit this...
READ MORE
January 24, 2025
Fourth Quarter 2024 Investment Commentary
For the second year in a row, a small number of U.S.-based technology stocks earned exceptional returns. The S&P 500 Index returned 25% last year, slightly under 2023’s return of 26.3%. Back-to-back equity returns over...
READ MORE
January 10, 2025
The Power of Human Ingenuity
Markets demonstrated remarkable resilience in 2024 despite global challenges, rewarding patient investors and showcasing the power of human ingenuity. As we enter in 2025, we wish to share this article written by David Booth, chairman...
READ MORE
December 27, 2024
HTG 2024 Holiday Giving and New Year’s Message
As 2024 comes to an end, we’re expressing our gratitude to our clients by supporting two vital causes. This holiday season, HTG is making donations on behalf of our clients to two organizations tackling critical...
READ MORE
December 13, 2024
Year-end Financial Review: Prioritizing Your Financial Future
For many, December is a time for celebrating, shopping, gift giving, and gathering with family and friends. It can also mean taking a break from work and allowing time for reflection. This year, consider carving...
READ MORE