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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Bad News is Good News?
Monday, September 8, 2:18 pm EST. September is known for back-t0-school, the kick-off of fall and a decline in market performance. History shows a stock market “cyclicality” that shines a dull light on the month of September. The so-called “September-effect”…
Microfinancing Sustainability
"Get involved. And if it's not with money, then with time. And I just encourage everyone to do something. 'It feels good and it's beneficial to so many people other than you. And I think we need more of that in our world. Find someone in your community or in…
Preparing for Bad Weather
Wednesday, August 6, 10:15 am EST. There has been a lot of recent news (noise) about tariffs, taxes, markets and deficits. Early reporting shows that that the largest US corporations are poised to receive billions in cash (tax) savings while some CEOs are…
Taxes & Philanthropy
Tuesday, July 8, 12:15 pm EST. The bill has passed and (new?) tariffs have been announced. Not only did the U.S. Senate pass their version of this year’s tax and spending bill by July 4th, the POTUS was able to sign it into law by his self-imposed deadline…
Ultimate Concierge
"It's about trust, access and peace of mind. Whether you are flying private, booking something or just someone you can rely on, we're here to deliver. It's not about how fast you move but who you move with." - Scott Buss, Founder, Advent Jets What you…
The Bond Market & BBB
Tuesday, June 10, 3:45 pm EST. While April was a month that focused on trade policy, May has been and June will be, characterized by how the United States manages its debt load. The biggest indicator of that fiscal policy will be determined by what eventually…
Philanthropy as a Service
"Everyone can do it. Everyone can give. Everyone has the capacity to give, whether it be a small amount or a large amount. And every family can look into this even if they are just filling out their Schedule A with charitable contributions. You can still give…
Jason Howell to Jason Howell Co.
"That's what the public needs to know: that they can get exactly what they're looking for and if they don't find it through us, I'd be happy to help them find it." Jason Howell, CFP®, CPWA®, CSRIC®, Founder, Jason Howell Company On May 22nd (2025) our founder…
Confident Investment Philosophy
Wednesday, May 7, 2:45 pm EST. You can look at your statements. During our “Spring Check-Ins” many of you mentioned that you weren’t looking at your statements. We understood. And we appreciated the quiet confidence you had in our money management. That said,…
Letter to Stakeholders, April 2025
Wednesday, April 9, 3:45 pm EST. Last month I wrote that the stock market reacts violently to short-term instability. Over the early days of this month, that has proven true. Stephen Covey’s famous “7 Habits for Highly Effective People,” are foundational…
Spring Check-Ins
Thursday, March 6, 8:55 am EST. The 25% tariffs on Canada and Mexico that were delayed last month were put in place this week. Tariffs proposed on China have been doubled from 10% to 20% this week. Unsurprisingly those countries have responded and equally…
Supporting Our Federal Workforce
Given the recent cuts to the federal government and the fact that a number of our clients are either directly or indirectly employed by federal agencies (or certainly are at least close to someone who is), we wanted to provide some actionable steps and…
71 letters · 36 videos · 109 articles