Since 1967, we have been a privately owned
SEC registered investment advisor with a
business model designed to serve the long-term
interests of our clients.
Our team of experienced professionals is driven, and upholds the highest ethical standards. We know that a strong, collaborative culture is key to delivering an exceptional client experience.
Our goal is to allow wealth to act as a positive influence in your life. We know our clients well, and pride ourselves on using over 50 years of knowledge, wisdom, and experience to help you to achieve your goals and aspirations.
The approach of tax season brings with it the need for meticulous preparation, particularly for individuals with diverse investment portfolios and multiple income streams. At Howland Capital, our expertise lies in assisting clients to navigate this complex period with ease.
It has been dubbed the Great Wealth Transfer. The media and financial industry have been abuzz about it for quite some time, and with good reason. Over the coming years, trillions (emphasis on that t) of dollars will be passed down from one generation to another.
“Set it and forget it” does not mean completely forget it. If you have been meaning to do something about your 401(k) from your old job, you are not alone. Over the span of an entire career, people change jobs more than you might think.
We have always focused on providing the highest level of service through our investment, administrative, and tax advisory/prep teams, whose foremost objective is to be a dependable partner and fiduciary. We have continued building out our senior leaders' ranks to effectively manage our existing clients and prudently resource our future growth.
We take pride in recognizing and honoring the invaluable contributions of our team members. Join us in congratulating Wanda Doles on her 10-year anniversary with our firm.
We are pleased to announce the recent appointment of our very own Maureen Quigley, Partner, Portfolio Manager, and Chief Compliance Officer, to the Investment Adviser Association Board of Governors (IAA).
If ever there was a reminder to avoid market timing and stay invested in accordance with one’s long-term goals, 2023 was it! Twelve months ago, few, if any, investors predicted such significant gains for stocks in 2023.
Following a difficult year in 2022, the bond market rebounded in 2023. As the year progressed, the Fed finally paused its aggressive rate hiking campaign and appears set to ease in the year ahead.
The U.S. economy proved resilient in 2023, defying predictions of a contraction. Despite the sharp rise in interest rates during the year, growth accelerated to 5.2% (annualized) in the third quarter, ahead of expectations for 4.9% growth, while inflation fell closer to the Fed’s long-term 2% target.
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