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Taxing Matters

Economic & Market Commentary

Economy Q4 2024

Despite considerable uncertainty surrounding the U.S. election, monetary policy, and geopolitical factors, 2024 proved to be a year of resiliency for the economy. Consumer spending remained strong, buoyed by a rising stock market, falling interest rates, and a healthy labor market
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Diversity, Equity, and Inclusion

Sean K Ellis Shares His Journey with Howland Capital

We recently hosted a meaningful Lunch & Learn session in our office to further commit to our DEI mission. Our conversation was led by Sean K Ellis, whose story of resilience amidst immense adversity has inspired many. Sean's journey, documented in Netflix's series #Trial4, highlights his wrongful conviction and nearly 22-year fight for freedom for a crime he did not commit.
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Giving Back

Celebrating Community Spirit with NEDS at Topgolf

We are proud to have sponsored the New England Disabled Sports (NEDS) event at Topgolf. The evening was filled with fun and camaraderie, all for a truly inspiring cause.
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Taxing Matters

Preparing for the TCJA Sunset

Enacted in 2017, the Tax Cuts and Jobs Act (TCJA) was one of the most extensive tax law reforms in over 30 years. Changes under the TCJA were wide-ranging and impacted individuals, estates, and businesses. The legislation is set to “sunset” on December 31, 2025, reverting back to the rules in effect pre-2018.  
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Economic & Market Commentary

Fixed Income Q3 2024

Short-term interest rates have likely peaked, and we expect a gradual decline into year-end as the Fed brings the policy rate down to a range of 3-3.5% at a gradual pace.  With inflation falling, “real” yields (net of inflation) remain positive, which is encouraging for savers.
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Economic & Market Commentary

Equities Q3 2024

Third quarter stock market performance was strong, and it looked a lot like the second quarter’s, at least at a high level. U.S. stocks, as measured by the S&P 500 Index, returned nearly 6% in the third quarter compared to 4.3% in the second quarter, including dividends.
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Economic & Market Commentary

Economy Q3 2024

Despite tight monetary conditions and the highest borrowing costs in two decades, economic growth has remained quite healthy, and the Federal Reserve (Fed) is hoping to keep it that way.  At the September meeting, they decided to “go big,” opting to cut the short-term federal funds rate by half a percentage point. 
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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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