While trading commissions have largely disappeared, many investment costs remain. In this article, Vincent Visconti, Portfolio Operations Manager at Howe & Rusling, breaks down expense ratios, trading costs, and custodian fees to help investors better understand what they may be paying—and why awareness matters.
Discover how Trump Accounts may provide a new tax-advantaged savings opportunity for minors and learn key considerations for parents and grandparents in our on-demand webinar.
Market movements can cause portfolios to drift away from their intended allocation over time. In this article, Brett Boyer, CFA, Vice President and Senior Equity Analyst at Howe & Rusling, explains portfolio rebalancing, why it matters, and how a disciplined approach may help manage risk and investor behavior over the long term.
Concentrated stock positions often reflect success, but they can also introduce meaningful financial risk. In this article, Matthew Gjevre, Financial Planner at Howe & Rusling, explores why concentrated holdings deserve careful review and discusses planning strategies that may help investors balance diversification, taxes, and long‑term goals.
In this video, Mark Thompson, CFA, Senior Equity Analyst, reviews the role of international equities in portfolio construction. He discusses home country bias, long-term market leadership cycles, and how global diversification may broaden an investor’s opportunity set while introducing distinct risks and considerations.
In this video, Elizabeth Hutton, CFP®, Vice President, Financial Planner, explains the three tax buckets—tax-deferred, tax-free, and taxable—and how each is treated for tax purposes. She outlines basic considerations around tax diversification and asset location within a retirement plan.
Recent volatility has served as a reminder that market fluctuations are a normal part of investing. In this video, Jordan Eich, CFP®, Wealth Manager at Howe & Rusling, discusses the role discipline can play during periods of market turbulence. He shares educational insights on preparing for volatility, including maintaining appropriate cash reserves, aligning asset allocation with risk tolerance, and maintaining a long-term perspective.
Filing your 2025 tax return could look different than last year. From new deductions for tips, overtime, seniors, and car loan interest to expanded SALT limits and IRS filing changes, here’s what taxpayers need to know before filing.
At Howe & Rusling, portfolio construction isn’t driven by a single opinion or market headline—it’s shaped by a disciplined, team-based process grounded in research, debate, and long-term perspective.
In this article, Brian Lester, CFA, Chief Investment Officer, explains how our six-person investment team integrates bottom-up security analysis with thoughtful macroeconomic insight to manage individual stock, bond, and ETF portfolios. You’ll gain a clearer understanding of how we evaluate companies, assess economic conditions, and make portfolio decisions to help support clients as they work toward their long-term financial goals —not short-term market noise.
Vice President and Senior Wealth Manager Dylan Potter, CFA, CFP®, shares lessons gathered over decades of experience in leadership and investing. Influenced by thinkers such as Warren Buffett, Charlie Munger, and Morgan Housel, he offers reflections on optimism, discipline, and the value of staying grounded through change—principles that guide not only investing but life itself.
