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Insights

Jason Howell | Jun 14, 2022

George Mason University Poll: INFLATION

Inflation
Food Prices
"What we're looking at over the next 12 to 18 months is a continued tightening [of budgets] and you want that cushion."
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Jason Howell, CFP® & Doug Tees, MBA, CFP®

Jason Howell, CFP®, CPWA®, CSRIC® (left) and Doug Tees, MBA, CFP® (right)

Jason Howell | Jun 8, 2022

Letter to Stakeholders, June 2022

GDP
GNP
Simon Kuznets
Nobel Prize
Kuznets warned that GDP should not be considered “a metric for social or even economic well-being,” as it measures all goods and services including “armaments”
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Jason Howell, CFP® & Doug Tees, MBA, CFP®

Jason Howell, CFP®, CPWA®, CSRIC® (left) and Doug Tees, MBA, CFP® (right)

Jason Howell | May 10, 2022

Letter to Stakeholders, May 2022

Stock Market
Bond Market
Portfolio
Inflation
Supply & Demand
Your life plan has not been affected by the recent “sell off” of the market. The stock market typically “drops” about 10%+ once every two years.
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Jason Howell, CFP® & Doug Tees, MBA, CFP®

Jason Howell, CFP®, CPWA®, CSRIC® (left) and Doug Tees, MBA, CFP® (right)

Jason Howell | Apr 15, 2022

Letter to Stakeholders, April 2022

Economy
Reserve Currency
US Dollar
We’re following a lot of recent talk about the decline of the US Dollar as the world’s reserve currency. This is one of those systemic, economic risks that not
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Jason Howell | Mar 31, 2022

Aligning Sustainability in the Global Bond Market

Global
ESG
SRI
Sovereign Bonds
Engage you financial advisor as to how you can have your portfolio reflect your values. There are tools that are evolving and more importantly, have yet to
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Jason Howell | Mar 23, 2022

Guest Podcast: YourStake Your Story Episode 2

SRI
ESG
IMPACT
How Jason Howell got here (1:12) What led him to run for Congress (9:14) The transition to becoming a financial advisor (14:00) Why ESG? (20:54)
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Jason Howell | Mar 9, 2022

How to Fight Hunger and Climate Change

Hunger
Food Insecurity
Climate Change
Methane Gas
ESG
Be conscious, be wise about you handle food; about how you prepare food; about the food waste that you're creating.
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Jason Howell, CFP®, CPWA®, CSRIC® (left) and Doug Tees, MBA, CFP® (right)

Jason Howell | Mar 4, 2022

Letter to Stakeholders, March 2022

Global Economy
Ukraine
Inflation
Whether you donate, volunteer, fight or just get educated, you are not helpless. We are all Ukrainians now.
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Jason Howell, CFP®, CPWA®, CSRIC® (left) and Doug Tees, MBA, CFP® (right)

Jason Howell | Feb 8, 2022

Letter to Stakeholders, February 2022

Investing
Long-Termism
IRS
Some people who would like to guess which way investments will go use different financial indicators to guide their sentiment and apply behavioral financial or
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Jason Howell | Jan 18, 2022

1% for the Planet: Impactful Giving Made Easy

Philanthropy
Environment
income
International
"Keep it small, keep it passionate and it will grow and it will be meaningful and you will be psyched." 
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Jason Howell, CFP®, CPWA®, CSRIC® (left) and Doug Tees, MBA, CFP® (right)

Jason Howell | Jan 11, 2022

Letter to Stakeholders, January 2022

Freddie Mac
Options
Structured Notes
It feels good to get past January 6th. And for those of us on the East Coast, it is nice to be past the first snowstorm of the year.
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Douglas W. Tees, MBA, CFP®

Jason Howell | Dec 16, 2021

Freddie Mac Benefits Review and Comparison

Health Insurance
Benefits
Open Enrollment
We have developed a comparison tool that allows us to determine the cost of each plan as medical expenses rise. 
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