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Insights

Jason Howell | Apr 14, 2021

(VIDEO) Economic Opportunity for ALL Communities

IMPACT
CDFI
Credit Unions
Community
"What's most important to you. If you're interested in trying to use it for good; consider placing your funds with a CDFI. See how your money makes a difference
Read More
Jason Howell | Apr 8, 2021

(VIDEO) (Podcast) Jason Howell on Sustainable Investing & the Social Power of Stakeholders

SRI
ESG
IMPACT
Investing
Podcast
"Wow, this is a long history and then in the recent years the industry is figuring out how you define this down to specifics."
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Jason Howell | Mar 8, 2021

Letter to Stakeholders, March 2021

ESG
SRI
IMPACT
Inflation
Interest Rates
More telling this time around is what’s been happening over just the last couple of weeks; or last few days. In a word, “rates.” In four words, “rates and
Read More
Jason Howell | Mar 3, 2021

(VIDEO) The Expanding Business of Well-Being

Stakeholder Capitalism
Well-Being
Business
Sustainable
"There has to be a physical component. You can't be all digital; it's just not going to work. It's all hybrid now. There's no such thing as ALL digital. There's
Read More
Jason Howell | Feb 4, 2021

Letter to Stakeholders, February 2021

IMPACT
CDFI
Investing
We will have the transparent grind of daily press briefings, required corporate disclosures of climate risks and greenhouse gas emissions and hopefully other
Read More
Jason Howell | Feb 3, 2021

(VIDEO) IMPACT Investing in Women and the Arts

IMPACT
Women
SRI
ESG
"I miss the humanity. I miss seeing people, breath and talk and sing and dance." 
Read More
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
Read More
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
Read More
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
Read More
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
Read More
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
Read More
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
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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