Congratulations! Your child got into college! Now comes the really challenging part … paying for it! You may have saved a nice sum in a college savings plan over the years, but not enough to...
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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...
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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,...
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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...
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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...
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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...
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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...
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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...
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Remember when the most stressful letters in your life were GPA and SAT? Now there are new acronyms that warrant your attention! Before you get lost in holiday chaos or start mapping out your 2025...
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Here is an unusual holiday gift idea for affluent parents: a retirement nest egg for your kids. If you are in the fortunate position of having more than you need to support your lifestyle for...
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