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and wealthier.

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Choose a financial advisory team to stand beside you, and your strength multiplies. We are comfortable being a shoulder to lean on, and in fact, as a fiduciary, we expect it.

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Did you know that wealth among brothers is more correlated than height or weight? So, if you are tall and rich, your brother is more likely to also be rich than he is tall.

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Morgan Housel, The Psychology of Money

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  • “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.”

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    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.”

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    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.”

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    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.”

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    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.”

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    DYLAN POTTER, CFP®

    VICE PRESIDENT, WEALTH MANAGER

  • “We want our Howe & Rusling team to be relentless and competitive in our pursuit of being better tomorrow than we are today. And I’m very proud of the group today—we have a great mix of experience and energy.”

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    Craig Cairns

    President and Majority Owner

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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Illustration by Elizabeth Koch

September 29, 2023

I don’t know about you, dear reader, but lately it seems the volume of spam I have been receiving has ballooned wildly. Spam certainly was not born with the advent of the internet and has been a reality of the connected world even before most households had an AOL installation disc arrive in the mail. Remember chain letters? However, just this year I have noticed more and more phishing emails are getting through the spam blocker on both personal and professional inboxes.

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Risk is What You Don’t See

September 26, 2023

While known risks like recessions are widely discussed, the most consequential risks may be those not currently on our radar. Dylan Potter, Vice President and Wealth Manager at Howe & Rusling, shares a story from his time as a U.S. Army Ranger detailing how the most perilous risks often go unnoticed and how this applies to your portfolio.

A Case For Aging Happily

September 11, 2023

Whether it’s reading neurosurgeon Sanjay Gupta’s Keep Sharp, or listening to Dr. Peter Attia (author of Outlive: The Science and Art of Longevity) on Armchair Expert with Dax Shepard, a favorite podcast of mine, or simply contemplating the many conversations I have with the older people and clients in my life on a daily basis, I have been devouring everything I can on this complex and interesting topic.

Illustration by Elizabeth Koch

August 25, 2023

With earnings season winding down and this week's relatively light economic calendar, the talk of the week has been around Federal Reserve Chair Jerome Powell's speech at Jackson Hole which is underway as of the publishing of this article. One of these days, speeches by Federal Reserve Open Market Committee (FOMC) members and monetary policy decisions may once again be humdrum affairs which don't compel regular newsletter updates, but that time has not yet come.

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