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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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…
Joy of the Season #JOYofFinancialPlanning
Whenever I told people the name of the book I was writing, they laughed. Then when I actually wrote it they were honest: "I don't often associate those two topics together" they'd say. Then this past Sunday, while sitting in church, I found the best metaphor…
2020 VISION for JASON HOWELL COMPANY
Ultra-high-net-worth families – worth at least $25 million – are similar to “regular-net-worth” families: they want their values and traditions to live on; and they want the best for their kids. No one created a model for the “down to earth-net-worth”…
ECONOMIC COMMENTARY (11-08-2019)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY The United States economy is still an oasis of positivity in a world where Europe, Japan and…
The Final Straw
You are overwhelmed. You try not to show your worry but you worry. You're not sure if you're doing everything right when it comes to finances. You wonder what everyone else is doing and how they are doing it. You are not alone (or at least, you don't have to…
ECONOMIC COMMENTARY (10-08-2019)
Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY As we have seen since 2015, there is data to support an upcoming recession (i.e. a decline in Gross…
ECONOMIC COMMENTARY (09-18-2019)
Please enjoy our ECONOMIC COMMENTARY, TIME & WEALTH MANAGEMENT strategies that we share monthly with our clients. I. ECONOMIC COMMENTARY For months now, we in the financial advice community have been waiting for the other proverbial “shoe to drop.” Like many…
JOY of Managing Debt
Though the ubiquitous credit card wasn't invented - at least not here in the United States - until the Diners Club Card was created in 1950, carrying debt and managing credit has conceptually been around since the Age of Antiquity. You don't need me to tell…
Joy of Enough (Income Taxes)
Tax preparation is not tax planning. One concept that separates accumulators of wealth from non-accumulators is their willingness to spend when they are not legally required to. Tax prep is required but tax planning is optional. Read why you should consider…
Joy of Enough (Spending)
Spending: it's not your fault. Well, it's not all your fault. With neuroscientists, psychologists, economists, and behavioral scientists all working to get you to buy, it’ a wonder we don’t spend all of our money all of the time! Reducing our spending buys us…
ECONOMIC COMMENTARY (08-01-2019)
Please enjoy our TIME & WEALTH MANAGEMENT tips and an ECONOMIC COMMENTARY that we share with our clients. TIME & WEALTH MANAGEMENT Equifax Data Breach Settlement. Most of us have been affected by the Equifax breach and now they’re ready to compensate us. Go…
71 letters · 36 videos · 109 articles