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Diversity, Equity, and Inclusion

Economic & Market Commentary

Financial Wellness for Women

Giving Back

Planning & Guidance

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Taxing Matters

Company News

Howland Capital Recognized Among Largest Independent Investment Advisers

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.
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Company News

Welcome Richard Kutia

We are delighted to formally introduce Richard Kutia as the newest member of the Howland Capital team, where he will serve as our Chief Fiduciary Officer. Richard brings a wealth of estate planning and trust expertise and a steadfast commitment to excellence.
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Planning & Guidance

What Is a Donor-Advised Fund?

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.
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Giving Back

Volunteer Day at Community Servings

This spring, the Howland Capital team engaged in a meaningful volunteer effort at Community Servings. Community Servings plays a vital role in delivering homemade meals and nutritional support to individuals and families facing critical and chronic illnesses.
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Taxing Matters

New Federal Filing Requirement for Small Businesses in 2024: What You Need to Know

Beginning January 1, 2024, there is a new Federal filing requirement for small businesses that comes with large civil and criminal fines and possible jail time for noncompliance. To be in compliance, all small businesses (S Corps & C Corps and LLCs) need to file a Beneficial Ownership Information Report (BOI) with the Financial Crimes Enforcement Network (FinCEN).
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Economic & Market Commentary

Fixed Income Q2 2024

As expected, the Federal Open Market Committee (FOMC) voted to leave short -term policy rates unchanged at 5.50% at its June meeting. The Fed acknowledged “modest further progress” on inflation but is not quite ready to cut rates. We expect the Fed to keep interest rates at current levels for most of this year. For investors, that means cash yields will remain elevated. But there is also a risk to holding too much cash
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Economic & Market Commentary

Equities Q2 2024

Strong stock market performance continued through the second quarter, but at a more moderate pace and with fewer positive contributors when compared to the first quarter. Three months ago, we highlighted strong economic growth, falling inflation, and hopes of near-term Fed rate cuts as the three key positive dynamics sending stocks higher in 2024. Today, that list has narrowed to two. Economic growth remains strong and inflation is still moving in the right direction.
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Economic & Market Commentary

Economy Q2 2024

We believe the economy is headed for a soft landing, as solid job gains and moderating inflation should allow for the economy to slow in a measured fashion. This was hardly the consensus view even a few months ago, when there was widespread concern that a series of rate hikes in 2022 and 2023 would lead to a recession. The next move in rates is still expected to be lower, with the Fed signaling a rate cut by year-end (assuming inflation eases further).
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Company News

Welcome Cameron Rahbar

It is with great pleasure that we welcome Cameron Rahbar, MST, CFP®, AEP® to Howland Capital as a Wealth Strategist. Cameron brings a decade of financial services experience and a deep commitment to helping clients align their wealth with their personal objectives and values.
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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.
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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.
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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.
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