Insights
Articles — the questions families actually raise
Writing on planning, taxes, giving, and the decisions that come up between the monthly letters.
109 published · page 2 of 10
Investing in Democracy
"Take the time to consult with your adviser, and make sure you understand what your dollars are doing. Are you invested in a way that aligns with your values and are you exposed to geopolitical risk because you're [accidentally investing in authoritarianism]…
Catherine Schott Murray Estate Planner
"Most time folks have a difficult time beginning the process. I go back to a saying and a phrase and a saying I've had in my mind since the 8th grade: "Begin the begin." Once you begin you're closer to the end then had you not begun at all. And I view the…
Structured Notes with Jason Howell Company
On February 27th, David Townsend, CFA of HALO Investing was kind enough to interview me about our firm's unique family governance process and how we incorporate structured notes. As we discussed on the podcast, I was "professional skeptical" about structured…
Sustainable Investing JHCo.
Jason Howell, founder of Jason Howell Company, has firsthand experience with the complexities of building first-generation wealth, including feelings of guilt, fear, and embarrassment. He advocates for sustainable financial planning, emphasizing budgeting,…
Politics, Profits and Portfolios
On January 12th I had the opportunity to attend a meet and greet with Congresswoman and Virginia Gubernatorial candidate, Abigail Spanberger. And I took it! Congresswoman Spanberger is the first person to declare her candidacy for the 2025 election and I…
Family Business and Family Wealth
Belief Advice given to the wealthiest families can be learned, taught and applied to families with less than $100 million dollars. Ultra-High Net Worth Advice How is it that some families are able to achieve and seemingly so many more "fail?" What do…
Am I Too Old to Save the Planet?
"Forget your perfect offering; just the ring bell that you can ring; there is a crack in everything; that's how the light get's in." None of us is perfect. None of us can do it all. But we all have a bell that we can ring.... we can all do more. Another thing…
Tax-Efficient Retirement Planning
"Specifically, we really work with our clients to understand, "What do you need when?" And we don't ever want to have a conversation - you heard a lot in 2008 about having to delay retirement by 5 years; well they weren't working with somebody who was keeping…
First Generation Wealth
Q: Dear Ask Jason, on your website you note that you serve " First Generation Wealth." From reading your " About You " section I can see that doesn't just mean first generation Americans but also people who are first in their family to make or save 6 or 7…
Investopedia Top 100 Financial Advisors 2023
For the second time, founder Jason Howell, CFP®, CPWA®, CSRIC® was recognized by Investopedia for his outstanding contributions to the community. This includes his work as an adjunct professor of finance at George Mason University and American University, his…
Plant-Based Innovation for the Climate
"From a global standpoint we all seek to be healthy; financially healthy, our body healthy, our planet healthy and certainly healthy for our families (particularly if we have little kids or [just] kids). Anything you can do to make yourself financially…
Debt Limit
On February 1st, award-winning consumer journalist Ben Dennis interviewed me about restaurant fees facing new customers during the gradual reopening of our economy. The conversation took a broader, graver tone when he asked about the potential debt limit…