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Insights

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

Jason Howell | Dec 13, 2021

Letter to Stakeholders, December 2021

Asymmetric Information
Economics
Markets
politics
You cannot make a rational prediction about capital or housing markets without also discussing market indicators.
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Jason Howell | Dec 1, 2021

Transforming Pan-American Lives Through Music

Philanthropy
Pan-American
Western Hemisphere
Orchestra
Economic Development
"Realize, it's not just your dollars that you can give; it's your time and your knowledge and your expertise in whatever field."
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Jason Howell | Nov 17, 2021

Philanthropy with Fiscal Sponsorship

Philanthropy
Fiscal Sponsorship
Fiscally Sponsored Program
"Determine your personal mission around philanthropy. Everybody gets so intimidated when they get started."
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Jason Howell, CFP®, CPWA®, CSRIC® (left) and Doug Tees, MBA, CFP® (right)

Jason Howell | Nov 11, 2021

Letter to Stakeholders, November 2021

Inflation
US Debt
Debt Ceiling
VA Governor
We are sticking to your financial plan, the historical averages and our belief that the tenuous balance between capitalism and democracy will hold true (for
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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 | Oct 7, 2021

Letter to Stakeholders, October 2021

Debt Ceiling
Debt Limit
Candidate for Congress
Bipartisan
Political leaders were threatening not to budge. A recent economic recovery from financial crisis, hung in the balance. Sound familiar?
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Jason Howell, CFP® & Doug Tees, MBA, CFP®

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

Jason Howell | Sep 15, 2021

Letter to Stakeholders, September 2021

K-Shaped, K-shape economy, Infrastructure, Human Infrastructure, Deficit, Deficit Myth
Read More
Jason Howell | Aug 9, 2021

See It Be It Role Model

Diversity
Role Model
InvestmentNews
Jason Howell believes he may be the only one holding a specific trio of certifications — as a financial planner, private wealth adviser and socially responsible
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Jason Howell, CFP® & Doug Tees, MBA, CFP®

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

Jason Howell | Aug 6, 2021

Letter to Stakeholders, August 2021

Jobs
Unemployment
Northern Triangle
"..The whole story of what’s really happening – or what might happen soon – takes an integrated evaluation of all monetary and fiscal policy working through our
Read More
Jason Howell | Aug 4, 2021

Central America: Entrepreneurship vs. Charity

Belize
Costa Rica
El Salvador
Guatemala
Honduras
Nicaragua
Panama
"If we fail to support the Central American region we are allowing China to increase its presence and influence."
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Jason Howell, CFP® & Doug Tees, MBA, CFP®

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

Jason Howell | Jul 14, 2021

Letter to Stakeholders, July 2021

Bitcoin
Philanthropy
ESG
SRI
CSRIC
CPWA
SPECIAL EDITION: It’s been one heck of a year, but we feel fortunate to still be here. We know you do as well.
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Jason Howell | Jun 17, 2021

Talking Wealth - in Australia!

Family Governance
Family Wealth
American Dream
Australia
"I come at this with this idea of family wealth because it seems to be the very best way to manage everything else."
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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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