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 10 Years & Counting
We hosted a special event a video retrospective marking our 10-year anniversary as a firm; with a timed premiere: Reflecting on 10 Years of FAMILY Wealth Management. In 10 minutes, we covered more than the 10 years of our business history. We also shared the…
Letter to Stakeholders, February 2026
Tuesday, February 3, 3:41 pm EST. Despite the volatility of our national news cycle, the stability of your balanced portfolio endures. The geopolitics of just January saw news of Japan’s weakening economy, threats to Canada and Greenland’s sovereignty,…
Earn Wealth then Own Wealth
There is a moment that happens “all of a sudden” in the lives of many successful people and by extension, their families. So much happens leading up to this moment but when it arrives it’s as if that successful person, that future client of ours, was never a…
Risk, Reward and Righteous Indignation
Wednesday, January 7, 2:55 pm EST. It’s finally 2026 and for some reason it just feels “good” to be in a new year. A primary question on your mind could be, “How are we doing?” Well, according to your portfolios, you’re doing well. It’s been a while since…
Investing in Carbon Credits
"I think we're going to see an expansion of the system, not just in Europe but worldwide. I mean, you see California, you see Northeast Regional Gas, you see Washington State; Japan, Korea, they're all in the system of deploying and developing. China recently…
Holiday Healing with Grief
"I know this must be hard for you. I don't know how I can best support you but I wanted you to know that I care." - Lisa McFarland, TheGriefGurus.com Most people want to "be there" for friends, family - and in my case, clients! - after an event like a death…
Hug Your Loved Ones
Wednesday, December 10, 4:05 pm EST. The big news of the day was the decision by the Federal Reserve Bank to lower the federal funds (interest) rates by 0.25%. When the rate that banks charge to lend money to themselves gets lowered, so (usually) do interest…
How Philanthropy is EVOLVING
"We all can give back and we all can create change." - Julia Healey, United Charitable, CEO "We want to be seen as the superheroes of philanthropy." - Hannibal Navies, United Charitable, Athletes Charitable Join Julia Healey and Hannibal Navies of United…
(VIDEO) SAVE your business AND Your Wealth
"Most of the time you are not going to retire the day after the sale." - Max Prilutsky, Founder, Managing Partner, ROADMAP Advisors Max Prilutsky's career and formal education prepared him well for private equity deals but it's his "David vs. Goliath"…
Jason Howell Company & Community
Friday, November 7, 4:05 pm EST. The stock market ended the month of October on a high: its third straight winning week and sixth straight winning month. Hear we are in November with a sweeping election last Tuesday, the weight of the shutdown and despite…
How to Serve 8-Figure Clients
"We're obsessed with trying to just continue to deliver confident, multigenerational, decision making to grow and preserve wealth." - Walter R. Worley, IV, CPWA®, CFP®, AIF® President, W1 Wealth It is not often that we get the opportunity to interview a…
International Markets and France
Wednesday, October 9, 1:05 pm EST. It didn’t happen: September was “up” month. In last month’s letter, I mentioned the “September-effect,” history of September having the worst average market return. True to form, just as seemingly everyone was anticipating a…
71 letters · 36 videos · 109 articles