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.
Retirement is one of life’s biggest transitions—not only financially, but psychologically. Michael Carrico, CFP®, CRPC®, Wealth Manager at Howe & Rusling, reflects on why it can be difficult for many retirees to shift from a lifetime of saving to confidently spending their wealth. From reframing your mindset to understanding the role of purpose and social connection, he explores practical ways to help align your spending with your values — with the goal of helping you feel more confident and intentional in how you use what you’ve worked hard to build.
What is an Emergency Fund & Why is it needed?
An emergency fund is a sum of money that is saved specifically to cover negative financial surprises. These unexpected events can potentially be expensive and highly stressful if not prepared for adequately. Some of the common emergencies that people face are the loss of a job or reduction in household income, a medical emergency, immediate unexpected home repairs, or the need for a new car. Without an emergency fund in place, a financial hardship may mean resorting to less optimal ways to secure the funding – like tapping into a retirement account early or paying a higher interest rate for a personal loan. It’s important to be
What should you do if an inflation refund check arrives for a deceased loved one? Mary Grace Graniero, CPA, CFP®, Financial Planner at Howe & Rusling, offers helpful insights in a recent WROC news feature. Watch the video for how to navigate this situation with care.
