Empowering
your journey
to wealth and
well-being
Holistic wealth management with heart
Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy. We believe in a holistic, data-driven approach to evaluate and optimize your financial well-being.
Our process begins with fully understanding what you want most out of life. Using sophisticated tech and in-depth analysis we’ll collaboratively create a strategic roadmap to help you achieve more with your money.
For less uncertainty and more time for what really matters
RETENTION RATE
BILLION
ASSETS UNDER
MANAGEMENT
YEARS IN BUSINESS
EMPLOYEE-OWNED
(WOMAN & VETERAN
OWNED, TOO)
“There’s truly nothing greater than when a client seeks our counsel during a life changing event, knowing that we’re their trusted source to help them through that time.”
Mary Lisa Sisson
Vice President, Director of Client Service and Owner
“I want to work with women to help them become more financially literate, independent, and proud. And to do it alongside a team I feel so confident in is a great source of pride.”
Sarah Swan, CFP®
VICE PRESIDENT, WEALTH MANAGER
“A firm is only as good as its staff, and I look around and I see who we are, and it’s a very exciting place to be. I see nothing but positive opportunities for the firm and for our clients.”
Casey Ryan
VICE PRESIDENT, SENIOR WEALTH MANAGER
“I have always loved diving into the data. I enjoy turning that data into useful information, and leveraging that information to help accomplish a vision.”
EMILY LAMBERT, IACCP®
VICE PRESIDENT, OPERATIONS AND CHIEF COMPLIANCE OFFICER
“I love being a part of small, agile team. It’s an environment where the best ideas rise to the top and are implemented for our clients, no matter where they may originate from.”
DYLAN POTTER, CFA, CFP®
VICE PRESIDENT, WEALTH MANAGER
WE LISTEN
Intently
Getting to know you and what makes you tick is maybe our favorite part; it helps us understand what you are looking to achieve and where we can add value.
WE PLAN
Comprehensively
We believe in the power of putting pen to paper to develop a plan. And this part is collaborative; you know your values better than anyone, but we can use our expertise and fiduciary standard to set priorities and figure out the best path forward.
WE WORK
Relentlessly
So that you can spend your time doing what you love and rest assured that we are doing everything in our power to invest in your tomorrow.
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May 2, 2024In our Winter 2024 outlook, we wrote about what we thought would be the most important factors that would impact investments in 2024, including: (1) Will inflation continue to fall as expected towards the Fed’s 2% target? (2) Will there be a recession? In January, a large majority of investors believed that the Fed would successfully bring inflation down from a very high level to near its 2% target by the end of 2024 while avoiding a recession. In this update, we analyze recent inflation and economic data and provide our opinions as to how it changes the outlook.
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April 24, 2024Discover the best retirement plans for business owners to attract and retain top talent. Learn about various options and government regulations to make informed decisions for your company's future.
April 22, 2024Any time the stock market falls for several days in a row, investors are bound to wonder what’s causing the volatility, even if they aren’t necessarily worried about it. I have not had many clients, friends, or family members ask me about the recent losses in the stock market yet, which I take to mean that most people aren’t that concerned. However, if the trend continues, it’s only a matter of time before I will be talking about the markets at dinner parties. Our readers and clients know that we think and invest long-term, but I always tell my clients…
April 9, 2024Over the last couple of years, a very commonly asked question we hear from clients or regularly address in our financial planning process with individuals is what to do with savings in this environment of higher short-term interest rates. It’s a good question, and one that hadn’t been particularly relevant in the decade prior, marked by near-zero interest rates. It’s relevant now and continues to be relevant.
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