In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, explains how dividends, interest, and capital gains are taxed, and walks through the strategies we use to help clients keep more of what...
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Volatility has returned to financial markets this year and for investors focused on the long-term, this is good news. Market volatility provides two opportunities to add value to portfolios. Buy low One way to benefit...
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Gift giving at holiday time to family members living far away can be a challenge. Do you find yourself asking about their needs, wants, sizes, best colors, etc.? We faced this challenge for many years...
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“If you don’t know where you’re going, any road will take you there.” George Harrison I recently spent three days with 1,000 financial planners and 100 enthusiastic tech wizzes from eMoney Advisor, a leading wealth...
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I just celebrated a milestone birthday. I can no longer check the 50-59 box on surveys and forms. That’s right the big 6-0. Honestly, I had some trouble embracing this birthday. Keith Richards said, “No...
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The impact of election outcomes on the stock market is often contemplated in the weeks leading up to an election. With U.S. mid-term elections scheduled for next week, we found the following article by Dimensional...
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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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