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.
216 published · page 10 of 18
Jason Howell Company Letter
Thursday, November 11, 12:12 pm EST. Thankfully the sun doesn’t rise and set on the whim and fancy of the stock market, latest election or our favorite economic indicator. This month we’ll walk through thoughts about the Virginia and New Jersey gubernatorial…
Debt Ceiling Matters
Thursday, October 6, 4:07 pm EST. Just over 10 years ago, the world faced the very real prospect of the United States of America, defaulting on its debt. The sleepy routine of raising our country’s self-imposed spending limit was suddenly a partisan…
Law, Money and Politics
Tuesday, September 14, 2:07 pm EST. Last month we suggested you enjoy a vacation. We hope you did. This month we have entered the Fall with back to school, back to work (at home again) and economic policy decisions that may determine the fate of the 2022…
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…
Jason Howell Company Letter
Friday, August 06, 4:09 pm EST. The markets have just closed with new highs for both of the large stock indices (S&P 500 and Dow Jones Industrial Average). Market makers are happy because of the short-term economic news: strong company earnings reports, a…
Central America and the US Border
"Educate ourselves. It is really hard to be empathic and understand the challenges and the obstacles from the United States; from our safe and secure place. I will invite everybody to connect, ask questions, to learn, to put ourselves in those situations and…
MID-YEAR REPORT
SPECIAL EDITION: WHAT WE’VE DONE SINCE THE PANDEMIC BEGAN Wednesday, July 14, 3:46 pm EST. Instead of writing a typical mid-year report, we thought it might be interesting to share what your firm has been up to over the past 15 months. It’s been one heck of a…
Talking Wealth from Australia
"We also have dreams for the next generation. Maybe we have a few less zeros [than billionaires] but maybe we still want to pass some things on; not only our finances but our values and our standards. I come at this with this idea of family wealth because it…
Jason Howell Company | Family Wealth Advisers
Wednesday, June 9, 4:45 pm EST. Economic news has been flooding the cable channels over the past few weeks. In today’s letter we’ll discuss how shareholder activism, modern monetary theory, monumental technology legislation and bitcoin as a currency for El…
Stakeholder Capitalism with YourStake.org
"There's so much potential to shape the world and create change in the way that you want to see it, through your portfolios. The potential exists. It starts with education. It starts with building an understanding of what's actually happening and going on.…
Child Tax Credit (New)
On May 17, 2021 President Joe Biden announced an advance on their 2021 Child Care Credit which has been increased to $3,600 per child under the age of 6 and $3,000 for each child dependent over the age of 6. Instead of waiting until filing your 2021 tax…
Jason Howell Company
Wednesday, May 12, 09:24am EST. “These are days to remember,” sang Natalie Merchant in the 10,000 Maniacs’ chart-topping hit in 1992. Days in May in 2021 seem oddly calm in anticipation of what might be this Summer and Fall. Will vaccines stifle our tiresome…
71 letters · 36 videos · 109 articles