Skip to main content
menu

 571-595-3988  Client Login         

  • Home
  • About
    • Who You Are
    • Who We Are
    • Partners
  • Our Services
    • Investing
    • Planning
    • Philantrophy
  • FAQ
  • Press
  • Contact
  • Insights

Insights

Jason Howell | May 9, 2024

ESTATE PLANNER: The ULTIMATE Strategic Partner

Estate Planning
Philanthropy
Catherine Schott Murray
" I go back to a saying and a phrase and a saying I've had in my mind since the 8th grade: "Begin the begin." Once you begin you're closer to the end..."
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 | May 8, 2024

Letter to Stakeholders, May 2024

May Day 1975
Fiduciary Rule
Strategic Partners
Catherine Schott Murray
What sets my heart aflutter is May 1, 1975, the deadline for when the United States Securities and Exchange Commission (SEC) mandated negotiated versus fixed
Read More
Jason Howell | Apr 16, 2024

Letter to Stakeholders, April 2024

Earning Season
Investment Allocation
Cancer
Scott and Anna have been supporting “In Concert for Cancer” (ICFC) for over a decade. Their mission is to present live and exclusive music performances to
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 | Mar 12, 2024

Letter to Stakeholders, March 2024

Stock Market
Family Wealth
GFC
Family Office
Strategic Partners
Recently we have held conversations with family office style strategic partners with expertise in concierge medical care, daily money management, non-bank trust
Read More
Jason Howell | Mar 1, 2024

It's Not What you Make But What You Keep

Structured Notes
Family Governance
Stock Market
"Kitchen-table" family governance is a process that is more about family preservation than wealth preservation. The ability to structure returns fits well
Read More
Jason Howell | Feb 27, 2024

Navigating the Complexities of Sustainable Investing

Sustainable Investing
ESG
Family Governance
First Generation Wealth
“You’ve got guilt, fear, and pressure,” he tells InvestmentNews. “And as a first-generation person who has made a little bit of money [myself], there’s even a
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 | Feb 6, 2024

Letter to Stakeholders, February 2024

Team of Advisors
Education
Mission
Mission: to guide and strengthen families making the transition from first generation and business wealth to family wealth.
Read More
Jason Howell | Jan 17, 2024

Politics, Profits and Portfolios

Virginia
Northern Virginia
Fairfax
politics
Law
There’s lots of money in gambling, sports and drugs. When it comes to money, politics, profits and portfolios are not-so-distant cousins.
Read More
Jason Howell at his book signing at Barnes & Noble Tysons Corner in November 2019

Jason Howell, CFP®, CPWA®, CSRIC®

Jason Howell | Jan 8, 2024

Serving Family Businesses in the 2020s and Beyond

Family Business
Family Governance
Family Wealth
It is time that small and mid-size family businesses benefited from this expertise. In the present they will prefer it and in the future, all family businesses
Read More
Jason Howell | Jan 6, 2024

Letter to Stakeholders, January 2024

GDP
Credit Report
Democracy
Election
Washingtonian
Washington TOP ADVISER 2024
January is a great time to go to AnnualCreditReport.com to receive your free credit reports from the major credit reporting agencies.
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 | Dec 11, 2023

Letter to Stakeholders, December 2023

Venture Capital
Private Credit
Private Debt
Seasonality
Santa Clause Rally
There are many choices for “alternatives” but two candidates are standing out for 2024: venture capital and private credit/debt.
Read More
Jason Howell | Nov 16, 2023

Am I Too Old to Save the Planet?

Climate
Climate Change
Boomers
SRI
ESG
Sustainable Investing
"Forget your perfect offering; just the ring bell that you can ring; there is a crack in everything; that's how the light get's in."
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

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

     

Schedule a Call

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.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Jason Howell Company, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Privacy Policy

© 2025 Jason Howell Company All rights reserved.