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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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)…
Jason Howell on ESG or SRI
On April 8th Jason was invited to be a guest on the Through the Noise (TTN) Podcast hosted by Ernesto Gluecksmann. From their website: Through the Noise is a light and entertaining podcast that explores “the business of communicating” through conversations…
Letter to Stakeholders, March 2021
Monday, March 8, 4:24pm EST. Normally discussing the last month of financial activity is what’s needed to summarize “what’s been going on.” More telling this time around is what’s been happening over just the last couple of weeks; or last few days. In a word,…
Stakeholder Capitalism
"There has to be a physical component. You can't be all digital; it's just not going to work. It's all hybrid now. There's no such thing as ALL digital. There's people who've dreamed of this for 30 years. I remember the early days of the internet. We got a…
Letter to Stakeholders, February 2021
Wednesday, February 3, 2:14pm EST. The inauguration of the 46th President of the United States, Joseph R. Biden, Jr. was the biggest economic story of January. Neither CNBC news anchors, nor the general investing public, need to arise daily to market…
(VIDEO) IMPACT Investing in Women and the Arts
"I miss the humanity. I miss seeing people breath and talk and sing and dance. Remember the arts; keep them top of mind. Especially when we go through this economic recovery. We need your support." - Valerie Novakoff Investors in the arts worldwide are using…
The Basics of Paycheck Protection Program Loans: Round Two
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working from home, and tried to keep their small businesses open with few resources. Thankfully, the…
LETTER TO STAKEHOLDERS, January 2021
Friday, January 8th, 4:33pm EST. Financial markets are booming but for many, their hearts are aching. Yesterday, over 4,000 US residents died due to complications associated with COVID-19. Unemployment is still high, and vaccinations are still low. And while…
What Is Family Governance? A Framework for Family Wealth Decisions
Family governance is the structure families use to make decisions about shared wealth, values, and responsibilities across generations.
71 letters · 36 videos · 109 articles