What is financial planning & how does it pertain to you?
“We never forget that it is your money we are managing, and we never forget how important that money is to you to live happily in retirement, to pass on to your heirs, or to leave to their heirs. We approach each and every decision we make in our client portfolios with this in mind—with your interest in mind, first and foremost.”
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Charity is a Fixed Income Associate and works closely with the Fixed Income team to manage client bond portfolios. She graduated summa cum laude in 2016 from Ithaca College with a BA in Economics and a BA with honors in Mathematics.
Dylan is an Investment Management Planner, focused on helping our clients achieve their long-term financial goals while also adhering to their unique time horizons and investment priorities. Prior to joining Howe & Rusling, Dylan served as an Army Ranger, serving multiple tours of duty in Afghanistan and Iraq. He continues to serve as an officer in the New York National Guard. Dylan holds a degree in American History from the United States Military Academy at West Point.
Greg helps clients with the guiding principle of ‘plan, position, and preserve’. His experience includes positions held at Wilmington Trust, US Trust, and Axa Advisors as well as many years in the agriculture sector with Conagra Foods. Greg holds a B.S. in Economics from St. Bonaventure University and is very active in the Rochester charitable community with present and past positions with the YMCA, the United Way, the Friendly Home, Cooperative Extension, American Diabetes and Breast Cancer research events. Greg spent many years coaching teens at Mercy High and as the teen youth minister at St. Louis Church.
Pat has worked with individuals, families and non profit clients for over 17 years. He joins Howe & Rusling from Boston Private Wealth, and has also served clients at Fidelity Investments and BNY Mellon. Pat manages the New England branch for Howe & Rusling. He is a graduate of Boston College, holding bachelor’s and master’s degrees, and also from Northeastern University, from which he holds a Master’s of Taxation.
This year’s opening quarter saw gains across most indices, even globally. The S&P 500 Index finished the quarter up just over 6%, with large cap outperforming small and mid cap stocks (a reversal of what we saw for much of 2016), Technology, Consumer Discretionary, and Healthcare sectors outperforming their peers, and Energy significantly lagging. The US markets in general have responded positively to Trump’s policy plans, and it’s looking as though earnings had a surprisingly positive quarter, as well.
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