Planning
June 27, 2025
Do I Need a Will AND a Trust?
When clients sit across from us at HTG Advisors, one of the most common questions we hear is: “Do I need a will and a trust?” It’s a question that often gets delayed until a...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
September 6, 2024
Diminished Capacity and Finances: How to Spot the Signs and Protect Your Loved Ones
Having recently lost my father to complications from COVID-19 and dementia, I am drawn to the subject of diminished capacity, which, as I learned firsthand, can create a multitude of challenges from the practical to...
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August 28, 2024
Financial Foundations: The 401(k) vs. Roth 401(k) Dilemma
As you continue your journey towards building your financial future, one key decision you may be facing is whether to contribute to a Traditional 401(k) or a Roth 401(k). Both options have unique advantages, and...
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August 23, 2024
The Presidential Election’s Impact On Your Portfolio
Shortly, we will know who our next president is, and which parties will control the House and the Senate. Until then, we can expect to hear constant messaging about what each side will do or...
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August 9, 2024
What Should I Consider After Receiving an Inheritance?
Receiving an inheritance can be both a blessing and a challenge — it may provide financial opportunities, but it also requires careful consideration and planning, often prompting the question “What should I consider after receiving...
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July 31, 2024
Financial Foundations: Politics and Your Portfolio
The US presidential election is capturing widespread attention, dominating news headlines and social media posts, as it fast approaches this November. Not to mention delivering some twists and turns months before Election Day. The potential...
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July 26, 2024
Second Quarter 2024 Investment Commentary
The U.S. stock market’s growth this year continues to be dominated by a small number of technology stocks. Ten stocks now represent 37% of the S&P 500 Index’s market capitalization. This is the greatest concentration...
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July 12, 2024
Building Healthy Financial Habits for Your Kids: A Guide for Parents
Today, more than ever, teaching children about money early on is crucial for their future financial well-being. As financial advisors, we understand the importance of starting these conversations early and integrating them into everyday life....
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June 28, 2024
3 Common Investing Mistakes
Investing can be a complex and challenging endeavor, fraught with potential pitfalls for even the most experienced investors. In their recent blog, our friends at Dimensional Fund Advisors discuss three common investing mistakes, and how...
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June 27, 2024
Financial Foundations: The Secret Ingredient to Investing
Many investors seek a “secret ingredient” for success, trying to identify the next big company or asset class. But are average investors really privy to information that others don’t have to select winners? And have...
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