In this episode of Street$marts, Brian Lester, Chief Investment Officer, will be talking about the composition of stock market returns in 2023, the performance contribution of the so-called Magnificent 7 stocks, as well the poor performance of dividend paying stocks.
If you’re not immersed in the finance industry yourself, it can be confusing to understand what different credentials mean after an advisor’s name. We’re here to break it down for you, and we’re starting with some of the more common designations that are represented at Howe & Rusling: the CFP®, CFA, and CPA. Without getting lost in alphabet soup, these certifications are not only difficult to earn, but they’re very meaningful. Let’s dive in.
In today’s Street$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.
Today on StreetSmarts, President and majority owner at Howe & Rusling Craig Cairns focuses on a personal topic—Succession Planning and Kids.
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.
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.
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.
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.
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?
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.
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