Street$marts Archives | Howe & Rusling

Decoding Finance Industry Designations

Howe & Rusling Team June 9, 2023

If you’re not immersed in the finance industry yourself, it can be confusing to understand what different credentials mean after an advisor’s name. We’re here to break it down for you, and we’re starting with some of the more common designations that are represented at Howe & Rusling: the CFP®, CFA, and CPA. Without getting lost in alphabet soup, these certifications are not only difficult to earn, but they’re very meaningful. Let’s dive in.

Is My Advisor a Fiduciary? Understanding How to Assess Financial Advisors

Sarah Swan June 2, 2023

In today’s Street$marts, Vice President and Wealth Manager Sarah Swan explains what it means to be a fiduciary financial advisor, and how there are a lot of advisors out there who do not have to act in your best interest as the client and why it matters. Spoiler alert: it matters because it costs you money.

Two children holding hand in a green field

Succession Planning and Kids

Craig Cairns May 23, 2023

Today on StreetSmarts, President and majority owner at Howe & Rusling Craig Cairns focuses on a personal topic—Succession Planning and Kids.

Blur of people walking over cross walk, view from above

(Re)watch HR’s viral Street$marts: A Bond’s Coupon vs. Current Yield vs. Yield to Maturity

Charity DiCola May 19, 2023

Gaining over 24k views when first posted, Charity DiCola elegantly explains the difference between a bond’s coupon, current yield, and yield to maturity in this Street$marts video.

The Critical Importance of Estate Planning

Andrea Gray May 2, 2023

In this episode of StreetSmarts with Howe & Rusling, Andrea Gray, Esq., Vice President, Estate Strategies focuses on estate planning and why it is so important for everyone to have.

Transfer on Death Beneficiaries

Mary Lisa Sisson April 19, 2023

In this episode of StreetSmarts with Howe & Rusling, Mary Lisa Sisson, Vice President, Director of Client Service goes beyond the bell to explain the importance of transfer on death beneficiaries.

Tax Saving Tips Beyond the Obvious: An Opportune Time for Roth Conversions

Vince Carson January 9, 2023

In today’s episode, we are going to take a deep dive into one of the best tax planning strategies out there: Roth conversions… and why this year, through 2025, is an opportune time to consider implementing them. Also, we are going to describe the ideal investor profile who would be best positioned to implement a Roth conversion strategy.

Bonds are Down this Year and Interest Rates are Up: What Does It All Mean?

Sarah Swan December 20, 2022

It’s been a tough year to be an investor in the markets, and it’s been a particularly weird one to be a bond investor. Sure, people are used to seeing the stock market behave erratically, but bonds? Those are those stable, boring things for risk-averse people, right?

Understanding the Differences Between Donor-Advised Funds and Qualified Charitable Distributions

Mary Grace Paoletti December 9, 2022

There are two main methods that can be used to make charitable donations, and each offers its own unique tax benefit. In this video, we’ll explore the differences between utilizing a donor-advised fund and making a qualified charitable distribution.

A General Guide to IRS Audits

Vince Carson November 9, 2022

If you haven’t heard yet, the IRS is planning on hiring thousands of new enforcement agents over the next few years. This is causing many of us to get nervous; as we all know that there’s nothing worse than getting a letter from the IRS. And then the next worst thing is finding out that the IRS has selected you or your business for an audit.

Street$marts

articles

Videos

Reports

Resources

Decoding Finance Industry Designations

Is My Advisor a Fiduciary? Understanding How to Assess Financial Advisors

Succession Planning and Kids

(Re)watch HR’s viral Street$marts: A Bond’s Coupon vs. Current Yield vs. Yield to Maturity

The Critical Importance of Estate Planning

Transfer on Death Beneficiaries

Tax Saving Tips Beyond the Obvious: An Opportune Time for Roth Conversions

Bonds are Down this Year and Interest Rates are Up: What Does It All Mean?

Understanding the Differences Between Donor-Advised Funds and Qualified Charitable Distributions

A General Guide to IRS Audits

Rochester, NY – HQ

Syracuse, NY

Boise, ID

Colorado Springs, CO

Stay in the know