Insights
Articles — the questions families actually raise
Writing on planning, taxes, giving, and the decisions that come up between the monthly letters.
107 published · page 3 of 9
Veteran Mental Health
"We always work by volunteers. That's how we exist in our training center. And I'll give you an idea. There are only 4 of us on the paid staff. All of the rest of the work that we do, from office management, our donor management system, our outreach program,…
Cryptocurrency Explainer
Recently our resident "Chief Crypto Officer," Doug Tees was asked to answer a few basic questions about the world of digital assets for the Washington Business Journal. The simplicity of his responses are a primer for understanding how to approach this…
Roe v Wade Response
"The first thing you have to do is actually know what's in your portfolio. What are the funds you are holding, but also what companies are those funds holding. Until you actually know what you are invested in, and most of us don't, it's pretty hard to know…
George Mason University Poll: INFLATION
"What we're looking at over the next 12 to 18 months is a continued tightening [of budgets] and you want that little "cushion" to be there when you need it most." - Jason Howell, CFP®, CPWA®, CSRIC® Jason Howell Company is an independent, family wealth…
[Sustainable Global Bond Investing
Engage you financial advisor as to how you can have your portfolio reflect your values. There are tools that are evolving and more importantly, have yet to evolve to keep on your radar. - Patrick T. Drum, CFP®, CFA®, MBA How can you use debt (bonds) rather…
Jason Howell Company Sustainable Investing
YourStake aims to provide advisors with everything they need to understand ESG issues, analyze portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to navigate ESG. The YourStake, YourStory podcast is designed to…
How to Fight Hunger and Climate Change
"Be conscious, be wise about you handle food; about how you prepare food; about the food waste that you're creating. Be aware of your neighbor. One of the unfortunate benefits of food insecurity going through the roof with the pandemic was, the people in high…
1 Percent for the Planet
"Take some action that you can incorporate. Make it as joyful as possible. Have it be fueled by something you're connected to; that "tree outside your house. If you start today - and this is probably a good thing to say to people who are focused on investing…
Freddie Mac Benefits
The most challenging item for employees is often deciding which medical insurance to select. Do you take the plan with higher premiums and a lower deductible? The high deductible plan (HDHP) with a health savings account (HSA)? The HMO with constrained…
Pan-American Orchestra
"Realize, it's not just your dollars that you can give; it's your time and your knowledge and your expertise in whatever field. that you're in. Think about what moves you and what you feel connected to do. Do your due diligence in terms of the organizations…
Fiscally Sponsored Programs
"Determine what your personal mission would be around philanthropy. Doing some values exercises around that. Everybody gets so intimidated when they want to get started. Sit down and answer simple questions like, "Growing up, when you got to participate or be…
See it Be it Role Model
On August 9th, InvestmentNews Magazine, a financial industry trade magazine announced the results of their annual diversity, equity and inclusion awards. The See it, Be it Role Models are individuals in the business who exemplify success and can inspire…