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 6 of 10
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…
ECONOMIC COMMENTARY (04-08-2020)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY April 8th, 4:01 pm EST What a month! Last month was a month for health and financial history. The…
BREAKING: March 24, 2020 - Letter to Our Clients at Jason Howell Company
This is the time when our family of clients rely on our expertise, judgment and character the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/24/2020). March…
BREAKING: March 20, 2020 - Letter to Our Clients at Jason Howell Company
This is the time when our family of clients rely on our expertise, judgment and character the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/20/2020). March…
BREAKING: March 17, 2020 - Letter to Our Clients at Jason Howell Company
This is the time when our family of clients rely on our expertise the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/17/2020). March 17, 2020 Dear Family of…
ECONOMIC COMMENTARY (03-09-2020)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY CORONAVIRUS deserves the “all caps” attention for this month’s economic commentary but so too…
BREAKING: Letter to Our Clients at Jason Howell Company
On Friday, February 28th, 2020 8:23 AM, we sent a letter to our clients so they heard from us regarding the greatest stock market volatility since the Great Recession of 2008. This is the time when our family of clients rely on our expertise the most. And we…
DOW is down 1,000 points! "Round up the usual suspects.."
Yesterday was Monday, February 24, 2020 and the market was down 3%+ and everybody seemed to know why. Or did they? Market explanations are almost as useless as market predictions (but not by much). Pick your story: was it Bernie's win in Nevada? The spread of…
ECONOMIC COMMENTARY (02-11-2020)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY Global events and the US elections are making the most news these days and by default, the economic…
ECONOMIC COMMENTARY (01-08-2020)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY The biggest challenge to our economic prosperity is consumer sentiment. We are a “spending driven”…
WASHINGTONIAN TOP WEALTH ADVISERS 2019
Admittedly it is not every day that any of us receive publicized recognition. When it comes it is much appreciated and usually well earned. "You will be rewarded in public for what you do in private." Truer words were never spoken. Email. That's how you find…