Beyond the Bell

Spring 2022

Market Outlook Spring 2022

A bull in a china shop.

Thinking about the present state of the economy, the bull in a china shop metaphor pretty much sums up how markets, central banks, and investors are looking to the future—delicate steps.

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Avoiding IRS interest and penalties

Street$marts: Avoiding IRS Interest and Penalties

Hello and welcome to today’s episode of Street$marts with Howe & Rusling. I’m Vince Carson, Certified Public Accountant and Financial Planner at Howe and Rusling. We all know that there’s nothing worse than getting a letter from the IRS… especially when you open it and find out that you did something wrong, and now owe interest and penalties. Today, I am going to be covering some of the most common types of penalties, why they occur, and how to avoid them. The first type of IRS penalty to avoid is known as the Failure to File Penalty. As the name

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Market Insight: Focus on the Foundation

Market Insight: Focus on the Foundation Dylan Potter, CFP®, Vice President, Wealth Manager There are all kinds of combat tactics. Every segment of war, whether it’s on land, sea, or air, has tactics and techniques that are specific to that venue. However, at the point of execution – that moment when you engage with the enemy – the best tactics in the world will not make you successful if you haven’t put in the weeks, months, and years of training it takes to prepare for that unforgiving minute. You need the foundation.In training, it was our goal to push ourselves so

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Street$marts: Cryptocurrency-A New Frontier

We’ve received a number of questions about our thoughts on cryptocurrencies and ways in which to gain exposure to the ecosystem. The eyepopping returns and incredible volatility capture the headlines on a daily basis, so in today’s StreetSmarts we’ll provide a brief overview of the space and offer some of our thoughts as well. Cryptocurrencies now represent a $3 trillion market!—so it’s becoming harder to ignore the space completely. First, its important to note that this is a new frontier. What I mean by that is this space is evolving, changing and growing on a daily basis. Some investors are

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Women & Finance: The Basics

Hi and welcome to today’s episode of Street$marts, with Howe & Rusling. I’m Emily Lambert, Chief Compliance Officer at Howe & Rusling. In today’s episode we want to focus on Women & Finance. It is predicted that by 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess, a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States!  Women have been driving significant change in recent years so let’s take a quick second to review some of the progress made in the not-so-distant past:   In the

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People working high in the air on out side of skyscraper

Market Insights: Rate Hikes

On Thursday the Labor Department stated that January’s Consumer-Price Index—which measures what consumers pay for goods and services—reached its highest level since February 1982, on an annualized basis.

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Woman climbing up the stairs

Financial Wellness Checklist

Check portfolio asset allocation; Update and automate savings and investment contributions; Still time to make IRA contributions for 2021; Confirm your beneficiaries; Review your spending habits; Review your will

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Winter 2022

Market Outlook Winter 2022

On our minds for early 2022 are several things – the pandemic, interest rates, and inflation. These will all be critical, near-term influences on the markets. We will address each in this Outlook.

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Comfortable Being Uncomfortable

Just like Ranger School, in investing and financial planning, an above average ability to cope with misery is a core principle that will govern most of your long-term results.

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