The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has brought significant changes to the tax landscape—including some important shifts that affect charitable giving. While the law made permanent many...
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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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Planning for retirement income raises many questions, including whether annuities should be part of your future income strategy. While there’s no one-size-fits-all answer, understanding annuities is key to making informed decisions. In this blog, we’ll...
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As we enter the open enrollment season for 2024, we wish to remind you about the importance of reviewing your employee benefits. Whether you’re with a new employer or staying at your current job, taking...
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With U.S. inflation on the decline, the Federal Reserve lowered short-term interest rates. The Federal Reserve’s preferred inflation measure, the Core PCE deflator, has fallen to 2.7%, moving steadily towards the 2% target. This improvement...
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