Insights

Echoing the challenges described in the Economy section, the IRS continues to struggle with impacts from the pandemic and staffing shortages.

With the rise in short-term interest rates, it has been a difficult first half of the year in the bond market. Bond prices have adjusted lower based on the increase in market interest rates and expectations for future increases.

Global equity market performance was disappointing in the second quarter, to put it mildly. U.S. equities, as measured by the S&P 500 Index, decreased 16% in the quarter, including dividends.

If you have ever been a passenger on a plane in turbulent weather (as most have), you have likely experienced the discomfort caused by the bumpy ride.

Happy Pride Month from Howland Capital!

Recently we sponsored the Opening of the Bay at Duxbury Bay Maritime School. For years, Opening of the Bay has served as a ceremonial kick off to summer as well as the DBMS' annual fundraiser.

When Lexi Gibbs was a young girl, she stashed the cash from her babysitting jobs in a jar.  She also learned to read about Hershey, her favorite chocolate company, in the newspaper’s stock market pages, and knew that stocks are about “investing.” But she also admits...

We cannot say it enough - trusts are at the core of what we do. We often are asked about trustee selection. We hope our beliefs and recommendations help make your decision easier.

The word “debt” often carries negative associations. Leverage (debt), combined with greed, brought the global economy to its knees in 2008, destroying value and causing great hardship for so many people around the world. However, debt is not always bad.

If you have one or more parents who are getting on in years, you may already be thinking about how you will support them in the future.

Our third and final podcast episode of Money Stories with Linda Davis Taylor is here!