Insights

Read the latest news and guidance from Howland Capital.

This field is for validation purposes and should be left unchanged.

All Insights

Company News

Diversity, Equity, and Inclusion

Economic & Market Commentary

Financial Wellness for Women

Giving Back

Planning & Guidance

Podcasts

Taxing Matters

Company News

Welcome Andrew Swanson

It is with great pleasure that we welcome Andrew Swanson to Howland Capital as a portfolio manager. Andrew has more than 25 years of experience in financial services and brings a passion for investing and client service.
Read more

Company News

Research Excellence

The hallmark of our research approach is the direct engagement with companies, a practice that affords us a granular understanding of business models, market positions, and growth trajectories.
Read more

Planning & Guidance

Is a Joint Bank Account Right for Your Family?

A common thought among many individuals is to add one or more children or other family members to the individual’s various accounts to make the disposition of the accounts seamless at their death. While this works in theory, it can often add more complications than benefits. We note the following considerations before adding anyone to an account.
Read more

Economic & Market Commentary

Fixed Income Q1 2024

Late last year, the Federal Reserve sparked investor enthusiasm for aggressive policy easing in 2024 after it signaled that rates are at their cycle peak. Since then, mixed economic data have challenged investors’ outlook for rate cuts and added to uncertainty about the path of rates this year.
Read more

Economic & Market Commentary

Equities Q1 2024

Throughout the first quarter of 2024, U.S. equity investors found themselves in an ideal market environment. Numerous, positive dynamics propelled stocks higher.
Read more

Economic & Market Commentary

Economy Q1 2024

Despite numerous challenges in 2023, the U.S. economy defied widespread predictions of recession. Instead, growth moderated to a still-strong 3.2% pace in the fourth quarter while inflation continued to fall towards the Fed’s 2% target.
Read more

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.
Read more

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.
Read more

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.
Read more

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.
Read more

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.
Read more

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.
Read more

Up Next

Our Approach