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 5 of 9
Municipal Bond Investing During a Pandemic!
COVID-19 health crisis and fluctuating stock market make it hard to stick with your investment plan. Micah Patashnik, AIF®, CRPC®, (MacroviewIM.com) a fellow wealth adviser, will explain why municipal bonds are often overlooked; why not all municipal bonds…
ECONOMIC COMMENTARY (07-08-2020)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY June 8, 10:31 am EST. The disconnect between the “real economy” and the stock market is real. Last…
Business Legal & Succession Planning During a Crisis!
COVID-19 makes it harder to keep your business out of legal trouble while also planning for business succession. Multi-Award winning attorney Rebecca Geller (TheGellerLawGroup.com) answers how to plan your business succession for the new future; how to…
How COVID-19 has changed Life and Disability Insurance Underwriting
COVID-19 crisis has created new urgency around personal risk management. Independent insurance professional KEN FAHMY (FahmyAssoc.com) will answer how insurance underwriting has changed, how independent insurance agents provide more options than "captured"…
How COVID-19 has changed Estate Planning
(VIDEO) Jason Howell Company invited David Knasel, Chair of Trusts and Estates at Protorae Law, PLLC to discuss estate planning during the age of COVID-19. Sponsored by: Jason Howell Company (JasonHowell.com) Jason J. Howell, CFP® is a former U.S.…
ECONOMIC COMMENTARY (06-02-2020)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. ECONOMIC COMMENTARY June 2, 5:21 pm EST. There are over 40 million people unemployed and yet the stock market continues to…
Can you still get a mortgage during COVID-19?
(VIDEO) Jason Howell Company invited Top 50 (Loan) Originator Patrick Holland to share how you qualify for forbearance, how a mortgage fits into a financial plan, what debt to income ratio should to target and the difference between the requirements for a…
How do you buy/sell a home during a pandemic?
(VIDEO) Jason Howell Company invited McEnearney Associates Realtor® Lynn Cooper to discuss how "showing a house, " hosting an "open house" and safely buying and selling property is still possible! Sponsored by: Jason Howell Company (JasonHowell.com) Jason J.…
Divorcing During COVID-19
(VIDEO) Jason Howell Company invited Certified Divorce Analyst Joan Coullahan shared her experiences with preparing pre-divorce, preserving finances and starting a "new" life after it's all over. If you or a friend could use this information, watch and learn.…
ECONOMIC COMMENTARY (05-05-2020)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY May 5, 2:44 pm EST And we’re back. Despite the 1 million US infections of COVID-19 and more than…
Surviving COVID-19 as Business Owners
COVID-19 or the "Coronavirus" interrupted our Cinco De Mayo on May 5th of 2020 but we didn't let it stop our Virtual Cocktail Hour with business owners. Along with attorney Sahmra Stevenson, the Jason Howell Company was able to co-host a conversation about…
Doug Tees is now a CERTIFIED FINANCIAL PLANNER™ Professional
Doug Tees is a Managing Partner, COO and Director of Financial Planning at Jason Howell Company. As of last Friday he's a CERTIFIED FINANCIAL PLANNER™ professional. Most importantly, he's a friend. Positions of trust must be earned. No degree, designation or…