Wealth Management

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.

In a world full of complex investment ideas, simplicity still has power. Eric Udvari, CFP®, CPWA®, AAMS®, Wealth Manager explains why portfolios built around stocks, bonds and ETFs continue to provide meaningful diversification and transparency for long-term investors. This video explores how interest-rates, market cycles and disciplined portfolio construction all play a role in managing risk — while keeping focus on client goals.

Retirement is one of life’s biggest transitions—not only financially, but psychologically. Michael Carrico, CFP®, CRPC®, Wealth Manager at Howe & Rusling, reflects on why it can be difficult for many retirees to shift from a lifetime of saving to confidently spending their wealth. From reframing your mindset to understanding the role of purpose and social connection, he explores practical ways to help align your spending with your values — with the goal of helping you feel more confident and intentional in how you use what you’ve worked hard to build.