Our Written Work

From
Our
perspective

Written and video communications from various members of our team.

StreetSmarts: Protecting loved ones from elder fraud and abuse

The National Center of Aging estimates that 1 in 3 Americans aged over 70 have experienced some form of financial abuse in the past 5 years and the financial impact of that abuse is estimated to be over $36 billion.  

Market Outlook: Spring 2021

Spring has sprung—weather-wise, spirit-wise, and market-wise. After a more than year-long pandemic, the markets are wanting to get Back to the Future.

StreetSmarts: Should I pay off my mortgage?

This challenging (and emotional) question is being tackled in today’s video by Greg Farrell, Vice President, Senior Portfolio Manager.

StreetSmarts: Transfer on Death Beneficiaries

In today’s video, learn about the importance of having a transfer on death beneficiary on your IRA.

Market Outlook Winter 2021

On our minds is the power of the human spirit to endure and adapt. Be it pandemic, or political, the human spirit absorbs, processes, understands, and helps us form perspective. Perspective will be our theme.

This past year was not for the faint of heart. Lives were changed, and sadly, lives were lost. We will forever remember 2020, as will the history books.

StreetSmarts: Demystifying College Savings Vehicles

Perhaps you’re well aware of how important it is to save for college for your children, but you’re feeling a bit daunted by the various options out there… beyond just putting money under your mattress, or letting it build in a savings account. Then today’s StreetSmarts episode is for you.

90 Great Years

Where we’ve been, and where we’re headed: Howe & Rusling celebrates its 90th anniversary!

StreetSmarts: When Can I Retire?

In today’s video, Dylan Potter, CFP®, Vice President, Portfolio Manager tackles a question on so many people’s minds: When can I retire?

StreetSmarts: Trusted Contacts on Your Investment Accounts

In today’s video, learn about the importance of having a trusted contact on file with both Howe & Rusling and your custodian.

Market Outlook: Fall 2020

Last quarter we started this Outlook with the following statement: Our thoughts could not be more focused…the virus is running the show. This Outlook could theoretically be a repeat story; COVID has changed life, and to this day, continues to influence everything we do and correspondingly how the markets perform.

Recent work.

Market Outlook: Spring 2021

Spring has sprung—weather-wise, spirit-wise, and market-wise. After a more than year-long pandemic, the markets are wanting to get Back to the Future.

read more

Market Outlook Winter 2021

On our minds is the power of the human spirit to endure and adapt. Be it pandemic, or political, the human spirit absorbs, processes, understands, and helps us form perspective. Perspective will be our theme.

This past year was not for the faint of heart. Lives were changed, and sadly, lives were lost. We will forever remember 2020, as will the history books.

read more

StreetSmarts: Demystifying College Savings Vehicles

Perhaps you’re well aware of how important it is to save for college for your children, but you’re feeling a bit daunted by the various options out there… beyond just putting money under your mattress, or letting it build in a savings account. Then today’s StreetSmarts episode is for you.

read more

We’d love to hear
from you.

(585) 325-4140

120 east avenue, rochester, new york 14604