A broad group of companies carried the U.S. stock market to a 10.9%¹ return in the first half of 2026. Over the past three years, seven technology companies—the so-called “Magnificent Seven”—accounted for most of the U.S....
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Parents want to teach their children skills that create independence through decision making. But financial literacy in current affluent households has become a more elusive lesson than it was in previous generations. The need for...
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With college costs rising at an average annual rate of 5.7% (since 1983 according to J.P. Morgan), the best advice on college savings is to save early and save as much as you can. But...
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The distinct perspectives of different generations add value, both at work and play. HTG Investment Advisors benefits from the range of more than four decades between our youngest and oldest employees. Jeanne and I also...
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Our society values action. We enjoy “action movies”, we use “action verbs” on our resumes, and we praise active people. When we hear news, we think about what action to take. If we hear that...
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Much of the time we spend with our clients involves planning for their futures. Things like ensuring adequate savings and investing to meet future goals are critically important focus areas, especially for pre-retirees. For some...
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While HTG’s clients live in many different states, the highest concentration is in Connecticut, our home base. With apologies to our clients who live elsewhere, this article will focus on recent developments in Connecticut with...
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Most of us wish we could bottle up the sense of joy and family harmony we feel over the holidays and retrieve it during stressful times. In fact, we would like to keep family peace,...
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The Tax Cuts and Job Act of 2017 effects a change to the tax treatment of alimony that is noteworthy for those considering divorce. We recently read an article regarding the topic in the Hartford...
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Chances are you are well aware of the recent passage of the Tax Cuts and Jobs Act (TCJA) of 2017 and its reduction in corporate tax rates, changes to itemized deductions/exemptions and individual tax rate...
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