“Timid men prefer the calm of despotism to the boisterous sea of liberty.”
– Thomas Jefferson
– Thomas Jefferson
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Craig Cairns
PRESIDENT
Dylan Potter, CFP®
Casey Ryan
VICE PRESIDENT, SENIOR WEALTH MANAGER
“Where liberty dwells, there is my country.”
– Ben Franklin
Secure the blessings of freedom. We believe in America’s founding, and we invest in its future. Let Howe & Rusling help you protect and grow your hard-earned wealth.
We’re here to help make you smarter, stronger, and wealthier.
Financial savviness translates to life savviness. If you’re smart, you’re prepared. And if you’re prepared, you are ahead of the game.
Choose a team to stand beside you, and your strength multiplies. We are comfortable being a shoulder to lean on, and in fact we expect it.
No, money isn’t the answer to hardly anything. But the most powerful thing that money buys is freedom. And with freedom comes fulfillment.
WE LISTEN
Intently
Getting to know you and what makes you tick is maybe our favorite part; it helps us understand what you are looking to achieve and where we can add value.
WE PLAN
Comprehensively
We believe in the power of putting pen to paper to develop a plan. And this part is collaborative; you know your values better than anyone, but we can use our expertise to set priorities and figure out the best path forward.
WE WORK
Relentlessly
So that you can spend your time doing what you love and rest assured that we are doing everything in our power to invest in your tomorrow.
Live Free and Prosper. Have faith in American enterprise and invest with Howe & Rusling. We make your hard-earned money work as hard as you do.
Or, send along your inquiry here, and we’ll get back to you right away.
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In today’s Street$marts, Vice President and Wealth Manager Sarah Swan explains what it means to be a fiduciary financial advisor, and how there are a lot of advisors out there who do not have to act in your best interest as the client and why it matters. Spoiler alert: it matters because it costs you money.
Charitable giving is a key component of the financial planning process. Multiple factors should be incorporated into the decision of how and when to make a charitable gift.
What exactly is going on with the US debt ceiling and what does it mean for investors?
Today on StreetSmarts, President and majority owner at Howe & Rusling Craig Cairns focuses on a personal topic—Succession Planning and Kids.
Gaining over 24k views when first posted, Charity DiCola elegantly explains the difference between a bond's coupon, current yield, and yield to maturity in this Street$marts video.
When planning for retirement, tax-advantaged accounts are some of the most common tools that individuals utilize as a vehicle for achieving their long-term goals. This includes IRAs, 401(k)s, 403(b)s, and non-qualified annuities. Each of these accounts have their own unique benefits and limitations, but one thing they all have in common is that they require you to reach age 59 ½ before being able to take penalty-free distributions. However, Section 72(q)/72(t) of the tax code provides a distribution method that will allow you the flexibility to draw on those funds, penalty-free, before the age of 59 ½.
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.
This never gets easier. In the writing of our Quarterly Outlook, barely a day goes by without a twist or turn with the economy, asset classes, sectors, or portfolio holdings. There is no ‘skipping school’ in our world, but we understand this challenge, as this is our chosen profession. As ‘Spring Break’ has been happening the past few weeks, around here, it is ‘nose to the grindstone’ and prepare for every twist and turn.
So, you have decided to help your child or grandchild start saving and investing. That’s fantastic! It’s the first step on their road to financial success. But now you must decide what type of account to use, and you are confronted with a tangled mess of options.
