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.
212 published · page 11 of 18
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…
FAMILY GOVERNANCE
You have something in common with Mark Zuckerberg; Bill Gates; the Waltons of Walmart; the Rockefellers of today; and the Queen of England. That something may just change your perspective on what's possible for your life and the life of your family, for…
(VIDEO) CDFIs Save the World
"I'm on a mission to wrench open the floodgates of private capital and release the pent-up resources to flow to people and places that are typically overlooked and underestimated by traditional investors." - Andrea Longton, CFA Community Development Finance…
Letter to Stakeholders (December)
Monday, December 6th, 12:33pm EST. Wow was that just a month? It seems like more than four months have gone by in as many weeks since we last drafted this monthly letter. In short: We had some resolution to the U.S. Presidential election We have about four…
(VIDEO) Values Based Investing in the 21st Century
Millennials, women, high net worth families and institutions are demanding sustainable and responsible investing (SRI) to manage investment risk, reduce volatility while helping the community and the environment. Watch Sarah Sung, MBA, CPA and John Klinger…
(VIDEO) Leaving Your Legacy with Community Foundations
Eileen Ellsworth, President & CEO of the Community Foundation for Northern Virginia (CFNova.org) as we discuss how to leverage community foundations for permanent bequests; how to "have your fun" while giving during your lifetime; how modern philanthropy will…
69 letters · 36 videos · 107 articles