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.
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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] | [JasonHowell.com]
"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…
Cliff Effect - Jason Howell Company
"Learn about the other people living in their community. Having an orientation to considering your own financial growth.." and financial capability and financial literacy; and how you can help provide those skills to others in the community." - Christy Cole…
Managing Debt
"When our clients have debt, the best methodology we share with them is an attention to detail. All of our clients want to pay off their debt. We help them see the opportunities within their portfolio to reduce their debt consistently and/or all at once,"…
JHCo. Stakeholder Letter
Wednesday, April 14, 9:24am EST. We are at an important inflection point of our grand social and economic experiment. On the precipice of a post-pandemic economy – one that has accelerated and highlighted the dangers of our financial wealth gap – we are about…
CDFIs for ALL Communities
"What's most important to you. If you're interested in trying to use it for good; consider placing your funds with a CDFI. See how your money makes a difference. It could be very powerful." - Ebony Perkins Community Development Finance Institutions (CDFIs)…
69 letters · 36 videos · 107 articles