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Company News

Howland Capital Firm Update 2024

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.
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Planning & Guidance

Preparing for Tax Season: Essential Tips and Tricks

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.
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Planning & Guidance

Generational Wealth: 4 Tips for Success During the Great Wealth Transfer

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.
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Taxing Matters

Understanding the 2024 IRS Inflation Adjustments: What You Should Know

As we enter the new year, we highlight key IRS inflation-adjustment changes for 2024. Here is what you need to know: The IRS has released inflation adjustments for over 60 tax provisions for the 2024 tax year.
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Economic & Market Commentary

Equities Q4 2023

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.
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Economic & Market Commentary

Fixed Income Q4 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.
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Economic & Market Commentary

Economy Q4 2023

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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Planning & Guidance

What Happens to Your 401(k) After Leaving Your Job?

“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.
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Giving Back

Howland Capital & Cradles to Crayons Combat Clothing Insecurity

More than two-thirds of our team recently dedicated a morning to volunteering at the national organization Cradles to Crayons. The mission that drives Cradles to Crayons is simple and profound: to end Clothing Insecurity.
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Taxing Matters

Clarifications on the Massachusetts Estate Tax Amendments

On October 4, 2023, Massachusetts Governor, Maura Healey, enacted comprehensive tax legislation that will modify a wide range of Massachusetts tax laws, including those related to estate tax.
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Planning & Guidance

Navigating Year-End Giving: Making the Most of Your Charitable Contributions

This time of year can prompt us to think about how we can give back to our communities. With requests on “Giving Tuesday” and end-of-year appeals from worthy nonprofit organizations, we know it’s tough to decide how to make the most of your charitable giving.
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Company News

Celebrating Wanda Doles

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.
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