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Insights

Jason Howell, CFP® & Doug Tees, MBA, CFP®, CAP®, CBDA

Jason Howell, CFP®, CPWA®, CSRIC® (left); Doug Tees, MBA, CFP®, CAP®, CBDA (right)

Jason Howell | May 7, 2025

Letter to Stakeholders, May 2025

Tariffs
Tax Cuts
Deregulation
Economic uncertainty slows down investment and hiring but it does not mitigate our ability to invest prudently on your behalf.
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Jason Howell, CFP® & Doug Tees, MBA, CFP®, CAP®, CBDA

Jason Howell, CFP®, CPWA®, CSRIC® (left); Doug Tees, MBA, CFP®, CAP®, CBDA (right)

Jason Howell | Apr 9, 2025

Letter to Stakeholders, April 2025

Bretton Woods Agreement
Triffin Dilemma
1985 Plaza Accord
Mar-a-Lago Accord
Regardless, we’ll keep studying the situation and when needed, take action.
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Jason Howell, CFP® & Doug Tees, MBA, CFP®, CAP®, CBDA

Jason Howell, CFP®, CPWA®, CSRIC® (left); Doug Tees, MBA, CFP®, CAP®, CBDA (right)

Jason Howell | Mar 6, 2025

Letter to Stakeholders, March 2025

Tariffs
Gold
VA Governor
Your portfolios were made for these times.
Read More
Jason Howell | Feb 26, 2025

20 Actions & Resources for our Federal Workforce During these Uncertain Times

Federal Workforce
Resources
Our firm is ready to respond to federal workers affected by the rapid change.
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Jason Howell | Feb 5, 2025

Letter to Stakeholders, February 2025

Bureau of Fiscal Services
Tariffs
Our firm is based at the nexus of the federal government community. By default, and by intention, we have family, friends, clients whose livelihoods are
Read More
Jason Howell, CFP® & Doug Tees, MBA, CFP®, CAP®, CBDA

Jason Howell, CFP®, CPWA®, CSRIC® (left); Doug Tees, MBA, CFP®, CAP®, CBDA (right)

Jason Howell | Jan 9, 2025

Letter to Stakeholders, January 2025

President Carter
Market Volatility
Investment Diversification
Later this year we celebrate our 10th anniversary as a firm. It’s probably a good reason to get together to celebrate. Don’t you agree?
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Jason Howell, CFP® & Doug Tees, MBA, CFP®, CAP®, CBDA

Jason Howell, CFP®, CPWA®, CSRIC® (left); Doug Tees, MBA, CFP®, CAP®, CBDA (right)

Jason Howell | Dec 11, 2024

Letter to Stakeholders, December 2024

Treasury Secretary
Private Credit
We have prepared your portfolios for alternative risk and reward scenarios. You have cash (money markets), debt (bonds and structured notes) and equity (stocks
Read More
Jason Howell | Nov 15, 2024

International Estate Planning for (Future?) Expats

Estate Planning
International
make sure you have a trusted adviser who's familiar with the law in both countries who's aware of international Estate Planning and let them know what your your
Read More
Jason Howell, CFP® & Doug Tees, MBA, CFP®, CAP®, CBDA

Jason Howell, CFP®, CPWA®, CSRIC® (left); Doug Tees, MBA, CFP®, CAP®, CBDA (right)

Jason Howell | Nov 12, 2024

Letter to Stakeholders, November 2024

Fiscal Policy
Monetary Policy
Bond Vigilantes
We maintain that time in the market is better for you than timing the market. We are sticking to each of your plans.
Read More
Jason Howell | Oct 21, 2024

(Video) How to Navigate Healthcare Planning

Strategic Partner
Healthcare
"Step one: understanding what you pay why you pay it, in what circumstance you pay."
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Jason Howell, CFP® & Doug Tees, MBA, CFP®, CAP®, CBDA

Jason Howell, CFP®, CPWA®, CSRIC® (left); Doug Tees, MBA, CFP®, CAP®, CBDA (right)

Jason Howell | Oct 14, 2024

Letter to Stakeholders, October 2024

Hurricanes
Presidential Election
Nuclear
Private Credit
I have already voted. I chose the candidate most likely to support our democracy, our US allies, our disadvantaged, our environment, our civil discourse and our
Read More
Jason Howell | Oct 8, 2024

(Video) The Future of Portfolio Diversification

Investing
Structured Notes
Portfolio
"If we're going to go more into stocks, let's do it with protection." - Jason Barsema
Read More

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Leadership

Douglas W. Tees MBA, CFP®, CAP®

COO | Family Wealth Adviser
571-462-2221
Doug@JasonHowell.com

Jason J. Howell CFP®, CPWA®, CSRIC®

President | Family Wealth Adviser
571-595-3988
Jason@JasonHowell.com

Contact Immediately

571-595-3988
jason@jasonhowell.com

     

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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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