HFG Trust
HFG Trust helps you Simplify Life. We are your fiduciary-first advisory team serving the Tri-Cities of Washington, including Kennewick, Pasco, and Richland, with additional offices in Roseburg, OR and Berkeley, CA. We provide holistic wealth planning, portfolio management, trust and estate services, 401(k) plan guidance, and tax-efficient investing.
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Educational content only; not legal, tax, or investment advice.
Target Date Funds
The Long Game: Top US Stocks and Market Trends
Tax Planning 101 Webinar with Paul Hansen Meeting Recording
Watching The Tape: Stocks At All Time Highs
The Long Game Episode 5: Financial Planning Insights
Golf and Finance: Parallels on the Long Game
Impact of Foreign Exchange on Returns
About HFG Trust
Building Trust in Financial Planning: The Key to Long-Term Success | The Long Game Ep. 3
The Long Game Episode 1
Why Fed Rate Cuts Aren't Lowering Mortgage Rates: The Real Story
Demystifying Bonds: What's in the Agg?
Who's Going to the White House
Biggest Takeaway from 50-bp Cut to the Fed Funds Rate
Do I Need a Living Trust?
Decoding Market Reactions to the Latest CPI Report
How Much Life Insurance Do you Need?
How to Minimize the Widow's Penalty
Maximizing Retirement Spending: The Guardrails Strategy Explained
Does My House Have to Go Through Probate?
Watching the Tape - Tax-Savvy Giving: Donor-Advised Funds and Charitable Remainder Trusts
Watching the Tape - Sequence of Returns Risk: What is it and how can you minimize it?
Watching the Tape - Up Goes Inflation, Down Go Stocks
Watching the Tape - Can You Have Too Much in Your HSA?
Watching the Tape - Intrigue on the High Seas
Watching the Tape - The Magnificent Seven
Watching the Tape - The Truth Behind 10% Annualized Stock Market Returns
Watching the Tape - Where are Stock Prices Going in the Near Term?
Watching the Tape - Thanksgiving Dinner Topics
Watching the Tape - WeWork Didn’t Work