Insights
Where the thinking behind the portfolios gets written down
A Letter to Stakeholders every month since 2020, without a gap — plus videos and articles on the questions families actually raise.
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Value Creation Family
Over this summer, in addition to camps, graduating from elementary school, recording her first songs on guitar and preparing for her first year of middle school, I asked my daughter Audrey to consult with our firm. She read (and highlighted) the entire Value…
Swedish Death Cleaning
Thursday, August 6th, 5:04 pm EST. One of the first things I do when starting to write these letters is sample client statements. I’ll look at the balance to see if it’s “up or down” from the prior month. Then I’ll compare the end of month balance to the…
America's 250th
Saturday, July 4th, 2:03 pm EST. My father was born a year (nearly to the day) before Nazi Germany officially surrendered in World War II. As a borderline member of the silent generation (born 1928 – 1945), his childhood bore witness to the advent of the…
SpaceX, Anthropic, OPEN AI Oh My!
Thursday, June 4th, 11:03 am EST. We’re almost halfway through 2026. And we’re going to set records for initial public offerings (or IPOs). This isn’t because more companies are going public then even last year but because the dollars these previously private…
The Economic Club
Wednesday, May 6th, 5:21 pm EST. If you are like most of the pundits on television, you’re asking a familiar question: why is the stock market going up when the world is (seemingly) in chaos? The celebrity CEO’s attending this week’s Milken Institute Global…
Project Glasswing
Friday, April 10th, 5:26 pm EST. Both of the wars we highlighted last month have endured. The barely reported (drug) war in Ecuador is ongoing while the feverishly reported war in Iran has begun the long road towards truce. While the ups and downs of the…
3 Generations
Thursday, March 5, 10:46 am EST. Last month we highlighted the geopolitics of Japan, Greenland and Canada. Those were the “good ole days” apparently. Unfortunately this month the news (and the markets) are being led by a hot war with Iran (and a relatively…
Privacy Protection
"I really do believe in a team approach for the client with the financial advisor, probably a CPA and the [estate] attorney all working together for that client. I'm hopeful that In the future we'll have more laws to protect privacy." - Kevin Martin, Attorney…
Jason Howell Company 10 Years & Counting
We hosted a special event a video retrospective marking our 10-year anniversary as a firm; with a timed premiere: Reflecting on 10 Years of FAMILY Wealth Management. In 10 minutes, we covered more than the 10 years of our business history. We also shared the…
Letter to Stakeholders, February 2026
Tuesday, February 3, 3:41 pm EST. Despite the volatility of our national news cycle, the stability of your balanced portfolio endures. The geopolitics of just January saw news of Japan’s weakening economy, threats to Canada and Greenland’s sovereignty,…
Earn Wealth then Own Wealth
There is a moment that happens “all of a sudden” in the lives of many successful people and by extension, their families. So much happens leading up to this moment but when it arrives it’s as if that successful person, that future client of ours, was never a…
Risk, Reward and Righteous Indignation
Wednesday, January 7, 2:55 pm EST. It’s finally 2026 and for some reason it just feels “good” to be in a new year. A primary question on your mind could be, “How are we doing?” Well, according to your portfolios, you’re doing well. It’s been a while since…
69 letters · 36 videos · 107 articles