Eric Udvari, Author at Howe & Rusling

Why Simple Portfolios Work: Our Approach to Traditional Asset Classes & Diversification

Eric Udvari February 6, 2026

In a world full of complex investment ideas, simplicity still has power. Eric Udvari, CFP®, CPWA®, AAMS®, Wealth Manager explains why portfolios built around stocks, bonds and ETFs continue to provide meaningful diversification and transparency for long-term investors. This video explores how interest-rates, market cycles and disciplined portfolio construction all play a role in managing risk — while keeping focus on client goals.

Capital building with blue sky, birds to the left, and golden early morning sunlight illuminating the white building

Understanding the “One Big Beautiful Bill Act” (OBBBA): Key Tax and Financial Policy Updates

Eric Udvari August 8, 2025

The One Big Beautiful Bill Act (OBBBA) is here—now what?
Signed into law in July 2025, the OBBBA introduces major changes across the U.S. tax code, from income tax rates and estate exemptions to EV credits, charitable giving rules, and new deductions for working Americans.

In this summary by Eric Udvari, CFP®, CPWA®, AAMS®, you’ll get a clear, practical overview of what’s changing, what’s still in flux, and what steps may be worth considering now.

sail boat leaning with shipping boat in the distance out on the open seas

2025 Retirement Guide Navigating Market Volatility with Confidence

Eric Udvari May 6, 2025

2025 has been a wild ride for investors, especially the month of April. Volatility is normal for stock market investments but the tranquil markets of 2023 and 2024 had lulled some investors to sleep as the market seemed to reach new highs every day. Stocks should be viewed as long-term investments and as investors we should not worry about daily swings in the market. Every investor is different, especially when it comes to retirement spending goals. For some investors nearing retirement or entering retirement, the market volatility begins to feel different as their time horizon begins to shrink before they need the money to fund their retirement.

Street$marts: What is an Index Fund?

Eric Udvari March 21, 2025

Indexing is a term that is thrown around a lot in the investment space. Admittedly, I forget that this is a finance term that not all investors fully grasp or understand. So, what is an index fund?

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Tariffs in America: A Look Back at Their Impact on the Economy

Eric Udvari January 31, 2025

Over the last couple of months, the markets and investors have been concerned about numerous policy decisions that a Trump administration would impose. One of these concerns that continues to be front and center are tariffs. What exactly are tariffs? Simply put, these are taxes imposed by one country on the goods or services imported from another. Tariffs can be used to influence another country, raise money or to protect a competitive advantage.

Discover Retirement in Boise, Idaho: Affordable Living, Outdoor Adventures, and a Warm Community

Eric Udvari July 14, 2023

Boise, Idaho is becoming an increasingly popular choice for retirees due to its affordable cost of living, outdoor recreation opportunities, and welcoming community. With a population of just over 230,000, Boise offers a laid-back, small-town feel with all the amenities of a larger city. In this article, we’ll explore what makes Boise a great place to retire, including its recreation activities, culture, and some affordability information.

Make Charitable Giving Make Sense for You

Eric Udvari May 30, 2023

Charitable giving is a key component of the financial planning process. Multiple factors should be incorporated into the decision of how and when to make a charitable gift.

European Energy Crisis

Eric Udvari September 11, 2022

Earlier this week the Nord Stream 1 pipeline was completely shut down by Russian gas company Gazprom. This pipeline is the largest source of natural gas to Europe.

Market Insights: Is there a Housing Bubble Brewing?

Eric Udvari May 20, 2022

The start to this year has been anything but smooth for the stock and bond markets. With interest rates on the rise and inflation running amok, some investors have questioned where the bubbles are located. Crypto and profitless tech companies have already had their bubbles respectively pop. One area some investors have questioned is real estate. Are we in fact in a major real estate bubble?

Street$marts: Not All Debt is Created Equal

Eric Udvari February 1, 2022

Not all debt is created equal. Debt can be good, and it can be bad. Learn more in today’s Street$marts by Eric Udvari, CFP®, Wealth Manager.

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