Jason Howell, CFP®, CPWA®, CSRIC® (left); Doug Tees, MBA, CFP®, CAP®, CBDA (right) Jason Howell | Sep 8, 2025 Letter to Stakeholders, September 2025 Federal Reserve Bank FOMC NAPFA September Effect October kicks off our bi-annual check-ins so expect to see an email from Doug to schedule a (virtual) face-to-face update to share how you are doing. Read More