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Insights

Jason Howell | Jan 27, 2021

The Basics of Paycheck Protection Program Loans: Round Two

Finance
PPP
Small Business
You may have already taken advantage of the first round of Paycheck Protection Program (PPP) loans, but the good news is that a new COVID-19 relief bill was
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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 18, 2020

(VIDEO) CDFIs Save the World

CDFI
ESG
SRI
IMPACT
politics
"I'm on a mission to wrench open the floodgates of private capital and release the pent-up resources to flow to people and places that are typically overlooked
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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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Jason Howell | Dec 2, 2020

(VIDEO) Values Based Investing in the 21st Century

SRI
IMPACT
ESG
Millennials, women, high net worth families and institutions are demanding sustainable and responsible investing (SRI) to manage investment risk, reduce
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Jason Howell | Nov 30, 2020

(VIDEO) Leaving Your Legacy with Community Foundations

The COVID-19 health crisis has uncovered decades long challenges that will take years to solve.
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Jason Howell | Nov 5, 2020

(VIDEO) Community Impact Investing in 2020 and Beyond

Impact Investing
ESG
Banking
2020 Impact Investing initiatives; Economic Equality; Racial justice and Sustainable Investing.
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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

(VIDEO) 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

(VIDEO) 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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