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HTG Investment Advisors
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Job transitions are a busy time, filled with uncertainty and emotion. Read more from HTG to learn some financial considerations that may reduce anxiety during a job change. 

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“When should I begin my Social Security benefits?” A popular question without a “one size fits all” answer. Read more from HTG to learn what factors to consider. 

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Take a closer look at your financial forecast for the year. Read this blog by HTG for suggestions on how to start.

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Having an ongoing dialogue about money is important in any relationship. Read more from HTG to learn how to start and continue money talks with a significant other. http://www.htgadvisors.com/relationships-and-money-how-to-start-and-keep-an-open-dialogue/ 

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Read Valerie Connolly's latest blog to learn the top benefits of incorporating a charitable mission statement into your charitable giving strategy. 

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It's that time of year when many commit to New Year's resolutions. Read the top ten resolutions from HTG that may help lead to a more prosperous future.

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In our latest blog, Lex Zaharoff explains the Wealth Allocation Framework, an investment strategy that segments portfolios with specific goals in mind. Wealth is divided into three risk groups: protect and minimize risk, maintain standard of living and grow assets. Including risk allocation in an investment strategy can aid in reaching specific client goals.



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Want to avoid the holiday rush and give more meaningfully? Try these ideas from HTG. 

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Is paying down debt always the optimal choice? Read this article from HTG Investment Advisors to find out more.


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The U.S. election results surprised many. Read more to learn our strategy for preserving wealth. 
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