In this checklist, Katie Calabria, CTFA, Senior Client Service Manager at Howe & Rusling, outlines practical year‑end planning steps covering retirement contributions, tax planning, investments, and estate planning considerations. Even small, thoughtful actions today may help set the tone for a more confident year ahead.
In this StreetSmarts video, Craig Cairns, President, shares practical reflections on teaching children and grandchildren about financial responsibility. Drawing from decades of hands-on parenting experience—raising seven children across a wide age range—he discusses lessons learned about allowance structures, saving, charitable giving, investing with real money, and the importance of starting early.
From understanding 401(k) matching contributions to appreciating the long-term impact of compounding, Craig outlines foundational principles designed to help young adults build independence, develop financial discipline, and recognize meaningful tradeoffs.
How Artificial Intelligence Is Changing Cybercrime Artificial intelligence now allows criminals to create highly realistic emails, websites, text messages, and even voice recordings that can sound remarkably authentic. Fraudulent communications no longer contain the obvious spelling errors or awkward language we used to associate with scams. In many cases, they appear completely legitimate. The Rise of Spoofing and Impersonation Attacks We are also seeing an increase in what are known as “spoofing” attacks — where phone numbers, email addresses, and even caller IDs are manipulated to appear as though a communication is coming from a trusted source, such as your bank, a family
Discover how Trump Accounts may provide a new tax-advantaged savings opportunity for minors and learn key considerations for parents and grandparents in our on-demand webinar.
In this video, Mark Thompson, CFA, Senior Equity Analyst, reviews the role of international equities in portfolio construction. He discusses home country bias, long-term market leadership cycles, and how global diversification may broaden an investor’s opportunity set while introducing distinct risks and considerations.
In this video, Elizabeth Hutton, CFP®, Vice President, Financial Planner, explains the three tax buckets—tax-deferred, tax-free, and taxable—and how each is treated for tax purposes. She outlines basic considerations around tax diversification and asset location within a retirement plan.
The inaugural Charity Pickleball Classic united colleagues, clients, and community members for a day of spirited competition and philanthropy, raising over $8,000 for the Veterans Outreach Center and establishing a new annual tradition of giving back.
Recent volatility has served as a reminder that market fluctuations are a normal part of investing. In this video, Jordan Eich, CFP®, Wealth Manager at Howe & Rusling, discusses the role discipline can play during periods of market turbulence. He shares educational insights on preparing for volatility, including maintaining appropriate cash reserves, aligning asset allocation with risk tolerance, and maintaining a long-term perspective.
Vice President and Senior Wealth Manager Dylan Potter, CFA, CFP®, shares lessons gathered over decades of experience in leadership and investing. Influenced by thinkers such as Warren Buffett, Charlie Munger, and Morgan Housel, he offers reflections on optimism, discipline, and the value of staying grounded through change—principles that guide not only investing but life itself.
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.
