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Company News

Welcome Faisal Butt to Our Team!

We are pleased to announce that Faisal Butt, CFA, FRM,  has joined the firm as a Senior Research Analyst/Assistant Portfolio Manager. Faisal assists in the portfolio management process in addition to providing in-depth fundamental analysis, thematic research and ESG analysis.
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Company News

Welcome Hong Chen to Our Team!

We are pleased to announce that Hong Chen, CPA has joined the firm as a tax manager. Hong will provide tax advice and prepare tax returns for individuals and fiduciaries as well as partnerships, corporations and private foundations.
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Company News

Happy Thanksgiving!

We hope this Thanksgiving finds you with plenty of reasons to be thankful. May you enjoy this celebration with your family full of laughter and happiness.
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Planning & Guidance

7 Tips to Keep Your Data Safe Online

Cybersecurity is important and more relevant than ever. As our time online has increased significantly over the last 2+ years, more of your data is being shared. We are sharing our tips for preventing your personal data from falling into the wrong hands.
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Planning & Guidance

IRA Contribution Limits & Rules for 2022

There are a few new rules to know about IRAs and retirement savings in 2022; get the details to plan ahead.
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Taxing Matters

Chapter 62F Taxpayer Information

In state tax news, Massachusetts filers may be eligible for a refund based on their 2021 tax filing. Chapter 62F is a general law that requires the Mass. Department of Revenue to issue a refund to taxpayers if total tax revenues in a given fiscal year exceed an annual cap tied to wage and salary growth in the Commonwealth.
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Economic & Market Commentary

Fixed Income Q3 2022

As the Fed pushes up interest rates and other central banks around the world follow, yields on fixed income continue to climb. This is welcome news for savers, as returns on cash and short maturity bonds are up significantly this year.
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Economic & Market Commentary

Equities Q3 2022

Global equity market performance continued to deteriorate in the third quarter. U.S. equities, as measured by the S&P 500 Index, returned -4.9% in the quarter, including dividends.
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Economic & Market Commentary

Economy Q3 2022

When tightening down a screw, it takes several turns before you feel it “bite.” The first few turns scratch the surface until the path is set and the threads take hold. The final turns require more force until the screw is fully set.
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Company News

Congratulations to Nicholas Regan!

We are pleased to announce Nicholas Regan has been promoted to Portfolio Analyst. Nicholas’s promotion acknowledges his commitment to the ongoing success of Howland Capital and our clients.
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Planning & Guidance

Life Insurance Basics: How It Works & What It Covers

At its core, life insurance is a form of financial protection for loved ones should something happen to you. More specifically, life insurance is a contract with an insurance company that—in exchange for premium payments—guarantees a cash death benefit to beneficiaries if the insured dies while the policy is active.
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Planning & Guidance

Sudden Wealth: 8 Must-Know Dos & Don’ts

Sudden wealth can change your life for the better, but only if you’re prepared. See our advice for hiring a team of experts, avoiding common pitfalls, and more.
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