Quarterly Client Letter – Q3 2025
As we wrap up the third quarter of 2025, markets continue to deliver strong performance, and interest rates are showing signs of easing—offering both opportunities and challenges for investors. In this quarter’s client letter, CEO Peter Pigeon shares insights on how HGA is proactively navigating these trends, highlights our behind-the-scenes client service process, and outlines […]
ViewInvesting with the markets at all-time highs: Mike Switzer & Garet
When the stock market is making all-time highs, the question on many investors’ minds is “Is now a good time to buy stocks?” Our next guest says that that is actually not the right question to ask. Mike Switzer interviews Garet Strange, a certified financial planner with Hobbs Group Advisors in Columbia, SC.
ViewAlternative Investments – Going Mainstream
Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are expected to grow $8 trillion between 2022 and 2028.1,2 The impetus behind this projected growth is the belief that alternative investments offer the potential to enhance the risk/reward characteristics of a traditionally diversified portfolio.3 “Alternative investments” is […]
ViewEarnings for All Seasons
While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets. So, what is earnings season and why is it important? Earnings season is the month of the year that follows each calendar quarter-end month (i.e., January, April, July, and October). […]
ViewWhat It Takes to Become an Accredited Investor
For the average investor, the financial landscape can sometimes feel like a complex maze with limited access to certain investment opportunities. However, within this realm exists a distinct category known as accredited investors. If you’ve ever wondered what sets accredited investors apart, this article provides an overview. Most investors don’t qualify for accredited investor status […]
ViewAre You Ready for Your Portfolio to Make a Difference?
Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact investments account for $1.164 trillion of managed investments worldwide, with 37% held in North America. Curious to learn more about impact investing? […]
ViewThe Pros and Cons of an NUA Strategy
Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it’s natural to wonder what happens if you leave that job. That’s where net unrealized appreciation (NUA) strategies can sometimes be helpful. An understanding of NUA strategies can help you determine what to do with those company stocks […]
ViewUnderstanding Equity Compensation
Employers do what they can to foster a sense of ownership in their employees. After all, if you stand to benefit from a company’s success, you’re more likely to do a great job for them, or so the logic goes. So, when you are hired for a job or promoted within your existing company, you […]
ViewThe Great Debate Continues: Active vs. Passive
Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investments, that great debate asks the question, “Active or Passive Investing: Which is Better?” The fascinating aspect of this debate is that equally intelligent people can argue polar opposite positions, leaving the rest […]
ViewGlobal vs. International: What’s the Difference?
With international stock markets comprising about 41.6 percent of the world’s capitalization as of 2022, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to diversify their mutual fund portfolio with exposure to companies located outside the U.S., there exist two basic choices: A global mutual […]
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