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No, money isn’t the answer to hardly anything. But the most powerful thing that money buys is freedom. And with freedom comes fulfillment.
– William J. Bernstein, The Four Pillars of Investing
Emily Lambert, IACCP®
Vice President, Operations
& Chief Compliance Officer
Mary Lisa Sisson
Director of Client Service
It is predicted that by 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers possess, a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States.
"I want to work with women to help them become more financially literate, independent, and proud. And to do it alongside a team I feel so confident in is a great source of pride."
"There’s truly nothing greater than when a client seeks our counsel during a life changing event, knowing that we’re their trusted source to help them through that time."
"We want our Howe & Rusling team to be relentless and competitive in our pursuit of being better tomorrow than we are today. And I’m very proud of the group today—we have a great mix of experience and energy."
"I have always loved diving into the data. I enjoy turning that data into useful information, and leveraging that information to help accomplish a vision."
“I love being a part of small, agile team. It’s an environment where the best ideas rise to the top and are implemented for our clients, no matter where they may originate from. As Harry Truman said, ‘It’s incredible what can happen when you don’t care who gets the credit.’”
"A firm is only as good as its staff, and I look around and I see who we are, and it's a very exciting place to be. I see nothing but positive opportunities for the firm and for our clients."
In both life and investing, we must remember that this, too, shall pass. The highest highs, the lowest lows. None of it lasts forever.
STREET$MARTS Women & Finance: The Basics Emily Lambert, IACCP®, Vice President, Operations and Chief Compliance Officer Hi and welcome to today’s episode of Street$marts, with Howe & Rusling. I’m Emily Lambert, Chief Compliance Officer at Howe & Rusling....
Check portfolio asset allocation; Update and automate savings and investment contributions; Still time to make IRA contributions for 2021; Confirm your beneficiaries; Review your spending habits; Review your will
Not all debt is created equal. Debt can be good, and it can be bad. Learn more in today’s Street$marts by Eric Udvari, CFP®, Wealth Manager.
Today’s Street$marts is geared towards the self-employed: those individuals not earning a traditional paycheck from an employer in which a portion is automatically contributed to a 401k. You are your own boss! So the onus is really on you to get some sort of retirement plan rolling, and the landscape looks a bit different.
The housing market is crazy, but that doesn’t mean prudence should fly out the window.