From
Our
perspective

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.  

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.

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

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

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.

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

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.