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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Updated for 2023 Gift giving to family members living far away can be a challenge. You may find yourself unsure of their needs, wants, sizes, etc. And, in this pandemic year, you may want to...
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2020 has been a challenging year. For those subject to retirement account required minimum distributions (RMDs), the challenges of tracking them will continue far past the arrival of a vaccine for Coronavirus. It helps to...
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It is hard to believe that we have been challenged by seven months of Covid-19 home quarantine. Each of us has had to adapt to this new way of working, interacting with friends and family,...
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An Update as We Approach the 2020 Election With less than a hundred days to the November elections, we are publishing an updated version of our blog from the start of this year. At that...
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Our 2020 summer intern, Phoebe Kurth, serves as guest author for this post. Phoebe is a recent graduate from St. Luke’s School in New Canaan and will be attending the Villanova School of Business in...
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HTG friend Richard Bobbe greets his 100th birthday with gratefulness and good humor. In “Ruminations” he looks back on his fortuitous life and shares his reflections – so inspiring we had to share. Many years...
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Is a great company a great investment? My life has been changed by great companies. Days start with my iPhone, listening to a podcast, and checking emails. Family discussions on historical events are quickly resolved...
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Thomas Jefferson once said, “The happiest moments of my life have been the few which I have passed at home in the bosom of my family.” At the moment, it feels like we have been...
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Jumping into today’s stock market may be appealing to those whose view tends more towards a “glass half full” than “half empty.” Sharp declines like the ones experienced in March elicit a variety of responses....
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