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Podcasts

Episode 2: Collaborative Money Stories

Our second podcast episode of Money Stories with Linda Davis Taylor is here!
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Financial Wellness for Women

Coach, Collaborator, and Confidant: Howland as Financial Educator

Howland’s Money Stories Program this month features two of the firm’s partners, Nick Crocker and Maureen Quigley, who teamed up to reflect on how they help clients navigate through financial milestones often experienced by families. From the young investor just starting out on a savings plan to discussions about how to pass on family values, Howland’s approach brings the firm’s collective experience and thinking to the dialogue.
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Economic & Market Commentary

The Impact of the Russian Invasion

Over the past few days, U.S. equity markets entered into correction territory largely due to the threat of war between Russia and Ukraine. With global leaders now responding to the Russian invasion, we are expecting to see increased volatility in the international markets as well as at home.
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Financial Wellness for Women

Let’s Talk About Money

The adage, “actions speak louder than words” is true for many of life’s important lessons. But when it comes to learning about money, actions without words—the absence of open and candid conversations—can create gaps in our confidence and competence regarding money matters.
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Podcasts

Episode 1: Money Stories Across Generations

Our first podcast episode of Money Stories with Linda Davis Taylor is here!
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Company News

Money Stories Coming Soon to Howland Capital

Howland Capital’s “family” roots run deep. The firm was founded by Dusty Howland to help steward and grow the family’s wealth, and throughout our 55-year history, we have been privileged to work with and learn from hundreds of families to help them harness their financial resources to achieve their family goals. 
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Taxing Matters

Taxing Matters Q4 2021

As we enter the new year, Congress is still deliberating on legislation that could impact the 2022 tax year. The Build Back Better plan was passed by the House in late 2021 but ultimately was not signed into law by the end of the year. The bill has gone through several revisions and could be passed in early 2022. While the act was not passed before the start of 2022, it could still have retroactive tax implications this year.
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Economic & Market Commentary

Fixed Income Q4 2021

Because bond prices typically move in the opposite direction of changes in interest rates, rising rates pose a potential headwind to expected bond returns. In cases where bonds are held until final maturity, this is not a risk. The benefit of rising interest rates to bond investors is that maturing bonds can be reinvested at higher rates. If economic and employment conditions remain favorable, Fed rate hikes will likely continue into next year. After living with short-term rates at or close to zero for years, this is welcome news.
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Economic & Market Commentary

Equities Q4 2021

Global stock markets rallied through the fourth quarter to finish 2021 with a bang, capping off an unexpectedly strong year. U.S. equities, as measured by the S&P 500 Index, returned nearly 11% in the fourth quarter alone, including dividends, bringing year-to-date performance to a whopping 29%. Non-U.S. stocks, as measured by MSCI’s All Country Worldwide Ex-U.S. benchmark, returned 2% in the fourth quarter including dividends, ending the year up a respectable 8%.
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Economic & Market Commentary

Economy Q4 2021

The fourth quarter is likely to exceed 7% once the official data is finalized. If this expectation is correct, 2021 would be the most robust year of economic growth since 1984. The overall level of output now exceeds levels achieved in 2019. So there is good news to celebrate, and real progress in the ongoing recovery. Looking ahead, we expect growth in 2022 to slow but not stall. The path forward will be impacted by a number of key factors.
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Company News

Happy Holidays from Howland Capital

Happy Holiday Greetings to you! We hope that you and your loved ones are safe and well.
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Taxing Matters

Taxing Matters Q3 2021

Because the Act contains a large number of spending provisions, the tax provisions generally go in one direction – up. We begin with a discussion of the proposed changes that could impact individuals and families.
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