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Jason Howell | Jan 9, 2021

LETTER TO STAKEHOLDERS, January 2021

ESG
SRI
Impact Investing
Insurrection
Domestic terrorists don’t scare the algorithmic security traders, only domestic policy. But you and I are different; we have a soul. We were moved by January
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Jason Howell | Dec 29, 2020

FAMILY GOVERNANCE

Family
Family Governance
Family Office
Family Wealth
Wealth management
You have something in common with Mark Zuckerberg; Bill Gates; the Waltons of Walmart; the Rockefellers of today; and the Queen of England. That something may
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Jason Howell | Dec 7, 2020

LETTER TO STAKEHOLDERS (12-07-2020)

Impact Investing
We are all overwhelmed. It used to be we could ignore being inundated with unimportant information. Now even though we are tired, we feel a need to pay
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Economic Commentary on Governing Money | Jason Howell Company
Jason Howell | Nov 4, 2020

ECONOMIC COMMENTARY (11-04-2020)

2020 Election; Financial Advisers
Financial Planners
Economy
Impact Investing
Wednesday, November 4th, 4:33pm EST. Our economy is shaped by the politics of our country. What do the divided results of a hotly contested election mean? We
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Economic Commentary on Governing Money | Jason Howell Company
Jason Howell | Oct 6, 2020

ECONOMIC COMMENTARY (10-05-2020)

Presidential Election
K-Shaped
October 5, 3:21 pm EST. Politics is the big news story this month. You are receiving this commentary less than one month from the November 3rd election, the US
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Jason Howell | Sep 30, 2020

Sustainable. Responsible. Impact Investing (SRI)

SRI
SRI Investing
Impact Investing
ESG
ESG Investing
CSRIC
Jennifer Coombs
Jenny Coombs is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation education program. She takes us back through
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Jason Howell | Sep 23, 2020

Impact Investing with Donor Advised Funds

Impact Investing
Philanthropy
DAF
Donor Advised Funds
SRI Investing
SRI
Join Daniel Blake of University Impact (UImpact.vc) as we discuss: The role of early-stage impact investing; how donor advised funds solve social problems; how
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Jason Howell | Sep 16, 2020

The Unique Role of Community Foundations

Philanthropy
Community Foundation
Donor Advised Funds
Donate
Join Jennifer Owens, CEO and Christy Cole, Philanthropic Advisor from the Arlington Community Foundation (https://www.arlcf.org/) as we discuss the unique role
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Economic Commentary on SRI & ESG Investing | Jason Howell Company
Jason Howell | Sep 7, 2020

ECONOMIC COMMENTARY (09-08-2020)

Inflation
SRI
ESG
Impact Investing
DIA
September 8, 8:01 am EST. August saw the largest percent stock market increases since 1984. That’s the good news. The bad news is both September and October are
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Economic Commentary on Governing Money | Jason Howell Company
Jason Howell | Aug 6, 2020

ECONOMIC COMMENTARY (08-06-2020)

COVID-19
Philanthropy
ESG
August 6, 5:31 pm EST. Last month we wrote about the “disconnect” between stock market indices and the “real” economic challenges we face. This month we’ll
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Navigating the Senior Living Landscape | Jason Howell Company
Jason Howell | Jul 31, 2020

Navigating the Senior Living Landscape

Retirement Living
Senior Living
Retirement
COVID-19 has many soon-to-be retirees questioning their future and specifically, they're housing decisions. Gale Morgan, a retirement community specialist, and
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Planning & Advocating for Individuals | Jason Howell Company
Jason Howell | Jul 25, 2020

Planning & Advocating for Individuals with Special Needs

Special Needs
COVID-19 and civil unrest have heightened concerns about caring for individuals who are differently abled and will remain neurodiverse throughout their
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Jason Howell Company (“Jason Howell Company”) is a registered investment adviser offering advisory services in the State of Virginia and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Jason Howell Company in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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