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fiduciary
Investing
July 8, 2026

Fiduciary Advisor vs. Broker: Key Differences Every Investor Should Know

Most people assume their financial advisor is required to put their interests first. The type of advisor you work with, and the standard they follow, shapes how advice is given, how your advisor is compensated,...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
Sustainable Investing
Investing, Planning
April 29, 2021

Our Core Fund Company Gets Serious About Climate Change

Climate change is in the headlines daily and it is getting harder to ignore scientists from disparate fields who are sounding the alarm about global warming and its consequences. It is believed that dangerous storms,...
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Investing, Planning
April 15, 2021

Are Your Financial Planning Ducks in a Row?

Is your financial life organized and are you on track to achieve your goals? For all our HTG clients reading this blog, I want to commend and thank you. Somewhere along the line, you realized...
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Investing, Planning
March 18, 2021

Video Guide: Large and In Charge; Giant Firms Atop the Market is Nothing New

More from HTG Investment Advisors on investing in the current market. Do today’s largest companies hold the best opportunity for growth? The slide is from Dimensional Fund Advisors, who prepares many wonderful materials on investing....
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Video Guide: How to Invest in the Stock Market
Investing, Planning
March 4, 2021

Video Guide: What to Expect When Investing in the Stock Market

Learning how to invest in the stock market can be an overwhelming process. In this short video, HTG Investment Advisors President Robin Sherwood shares her favorite slides on investing in the stock market. We often...
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Investing
February 4, 2021

Bubbles: Bitcoin and GameStop

It is exciting to suddenly receive a financial windfall. That feeling is a natural part of how our brains work, irrespective of education or experience. Isaac Newton lost a fortune chasing the excitement of unexpected...
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Planning, Retirement, Saving and Budgeting
January 28, 2021

Happy Money

In my previous blog, I shared some of the virtual activities that have brightened my day since Covid began, including several offerings through Coursera, an online library of courses from universities and companies. In one...
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Investing
January 14, 2021

2020 Year-End Review

2020: Low Probability Events Occasionally Occur The year began quietly in investment markets, extending a lengthy stretch of subdued volatility. That relative calm came to a dramatic end in late February when the extent of...
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Investing, Transitions
December 10, 2020

How Will We Remember 2020? Investing Through a Crisis

Over the holiday weekend, we watched old family videos of the kids when they were young. Clips of us playing make-believe with Brandon, Alex, and later with Tori were wonderful reminders of the past. I...
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Investing, Planning
December 3, 2020

Staying on Track – Common Questions During Market Uncertainty

Investors don’t worry about all market fluctuations – just the type that reduces their portfolio values. No one seems shaken when the stock market shoots upward. But market volatility is price change, regardless of its...
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