Our Written Work

From
Our
perspective

Written and video communications from various members of our team.

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.

StreetSmarts: Examining the 2020 Election

In this video, Ryan Tomko, CFP®, Portfolio Manager, walks us through various potential outcomes of the election and what history has to teach us about the different possible scenarios.

StreetSmarts: Risk Tolerance

Today’s video is a really important one to us at Howe & Rusling: it’s all about the concept of risk tolerance, and it’s taught by Craig Cairns, President.

Examining the Upcoming Election

On the brink of the first presidential debate and roughly a month before November 3, we’re sure you have questions about the upcoming election and the impact it will have on the financial markets. While it is nearly impossible to predict the exact policies in the next year that will influence the market, from either side of the aisle, we want to share our thoughts on what is reasonable to expect from what we know right now.

Recent work.

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

90 Great Years

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

read more

We’d love to hear
from you.

(585) 325-4140

120 east avenue, rochester, new york 14604