If you are a parent or grandparent, securing your child’s or grandchild's future after high school is undoubtedly a priority, and saving for further education and training is a crucial first step. Enter the 529 plan – a beacon of strategic savings that combines investment potential with tax benefits.

When deciding between a human financial adviser and a robo-adviser, understanding the unique value each brings to the table is crucial. While robo-advisers offer affordability and convenience, human financial advisers provide personalized guidance that technology alone cannot replicate.

Charitable giving is a personal and powerful act that can transform the lives of those in need. Beyond your personal wealth and legacy, there's a vast world of charitable giving strategies that can elevate your philanthropy to the next level. In this exploration, we unpack the concept of Donor-Advised Funds (DAFs) and dissect why they've become a popular philanthropic strategy.

We are pleased to welcome Meredith Correia and Steven Kirk to Howland Capital.

After nearly two decades at Howland Capital, we celebrate the career and contributions of Gardner Jackson as he moves into retirement. Since joining our firm in 2005, Gardner has been an invaluable member of our team, recognized for his thoughtful approach to investment management and his dedication to serving high-net-worth individuals, professionals, and athletes.

We are delighted to announce that Howland Capital has been recognized by the Boston Business Journal as one of Massachusetts's Largest Independent Investment Advisers.* This acknowledgment highlights our steadfast dedication to delivering exceptional service to our clients.

It’s been a turbulent few weeks in the market. People are asking questions about what’s going on, and rightly so.

At its highly anticipated September meeting, the Federal Reserve opted to kick off its rate cutting cycle with a 0.50% cut. They continued this path with a 0.25% cut in December, bringing the target rate to a range of 4.25% to 4.50%.

It’s a New Year, the market just pulled an all-nighter, and the punch bowl is still half full. The stock market finished 2024 at both a celebratory and precarious spot. Investors have many reasons to cheer following the S&P 500 Index’s second year in a row of returns exceeding 20%. The last time this happened was in the late 1990s.