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What Steps Should You Take When Making Important Financial Decisions?

March 9, 2018 by HT Partners LLC

1. STOP & THINK – You should always think carefully about any decision, especially an important financial decision. You never want to feel pressured into making a deal. If someone is trying to pressure you into a decision, there is a good chance that it’s not as good as it may seem. Stopping to think […]

Filed Under: Financial Planning

Vanguard Founder John on International Stocks

October 18, 2017 by HT Partners LLC

Check out the recent comments from Vanguard founder John Bogle about international investing. https://www.cnbc.com/2017/10/17/vanguards-jack-bogle-eases-a-little-off-a-big-stock-market-bias.html IMPORTANT DISCLOSURES This letter may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking […]

Filed Under: Investing

Preparing for a Disaster

October 6, 2017 by HT Partners LLC

Nearly every part of the country is exposed to the risk of some type of natural or man-made disaster.  It may be flood, earthquake, tornado, hurricane, forest fires, a broken dam, nuclear reactor, or chemical spill.  Hopefully you are covered by a homeowner’s insurance policy

Filed Under: Risk Planning

Do you know what questions to ask your financial advisor?

October 4, 2017 by HT Partners LLC

The financial landscape has changed drastically over the past 15 years. No longer is your financial professional someone who buys and sells investments on your behalf and charges a fee you don’t understand. Transparency is now leading the charge between the client

Filed Under: Financial Planning Tagged With: financial advisor, financial advisor questions

It’s Not Too Late to Save for Retirement

September 26, 2017 by HT Partners LLC

When it comes to personal savings, retirement savings in particular, Americans have not fared well. According to an Economic Policy Institute study on the state of American retirement in 2013, almost half of American families have no retirement savings

Filed Under: Retirement Investing Tagged With: bonds, finance, investing, money, retirement, Retirement Savings, Saving for Retirement, stocks, wealth

Cyber Security Issues

February 29, 2016 by HT Partners LLC

We all need to be concerned about cyber security issues. Governments, businesses, financial institutions and hospitals gather, process and store confidential information on computers. The information is then transmitted through networks to other computers

Filed Under: Retirement Investing Tagged With: Cyber Security, Cyber Security Issues

Pro & Cons of Tax Loss Harvesting

February 27, 2016 by HT Partners LLC

Even with down markets tax loss harvesting is more important than ever before.

Filed Under: Reducing Taxes Tagged With: Tax Loss, Tax Loss Harvesting

The Pros and Cons of Robo Advising

February 27, 2016 by HT Partners LLC

This article highlights the case as to why robo advising is here to stay.

Filed Under: Financial Planning Tagged With: Advising, Robo Advising

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Recent Posts

  • What Steps Should You Take When Making Important Financial Decisions?
  • Vanguard Founder John on International Stocks
  • Preparing for a Disaster

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