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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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…
Bureau of Fiscal Services
Wednesday, February 5, 7:45 am EST. We are in the midst of a news deluge as we work to keep up with our new POTUS, his administration and his “special government employee.” Our firm is based at the nexus of the federal government community. By default, and by…
President James Earl Carter, Jr.
Thursday, January 09, 4:45 pm EST. On this “National Day of Mourning” we are reminded of the short history of the United States with the funeral of America’s 39th President Jimmy Carter. We are a country, just under 250 years old, continuing to grapple with…
Big Credit and Langley Residential Support Services
Wednesday, December 11, 5:45 pm EST. We are merely days away from the end of year holidays. Are you going to enjoy them? I am. I am going to travel with family to my in-laws, we’re going to be spoiled and I am going to watch “It’s a Wonderful Life (again).”…
Expat Estate Planning
"Make sure you have a trusted adviser who's familiar with the law in both countries who's aware of international Estate Planning and let them know what your your plans are before you purchase any major assets in foreign countries." - Scott Sweitzer,…
69 letters · 36 videos · 107 articles