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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Venture Capital, Private Equity and 2024
Monday, December 11th, 10:03 am EST. November, a month to remember; and as long-term investors, also to forget. November’s gains in the stock and bond markets reversed the October losses, and (approximately) took your statement balance back to July highs.…
Am I Too Old to Save the Planet?
"Forget your perfect offering; just the ring bell that you can ring; there is a crack in everything; that's how the light get's in." None of us is perfect. None of us can do it all. But we all have a bell that we can ring.... we can all do more. Another thing…
Letter to Stakeholders, November 2023
Tuesday, November 7th, 3:53 pm EST. In 2000, I dated a girl from Haifa, Israel. Before we met, she served the mandatory 2 years in the Israeli Defense Forces (IDF). She was a musician but studied law at the University of Cambridge. When she moved to New York…
All Weather Portfolio
Friday, October 6th, 9:34 am EST. Before we write about the month can we talk about the week? Our country made history by ousting our own Speaker of the U.S. House of representatives. Interest rates in the bond markets have risen and the stock market didn’t…
Structured Notes and Rich Men North of Richmond
Friday, September 8th, 2:34 pm EST. It’s all happening now. The TD/Schwab transition has finally happened. Those who were predicting negative returns finally got it right in August (slightly). And we are now prepared to add the benefits of structured notes to…
Tax-Efficient Retirement Planning
"Specifically, we really work with our clients to understand, "What do you need when?" And we don't ever want to have a conversation - you heard a lot in 2008 about having to delay retirement by 5 years; well they weren't working with somebody who was keeping…
Life if Wonderful - Jason Mraz
Tuesday, August 8th, 9:33 am EST. How connected do you feel to the global economy? That’s a question I ask each of you during our family governance process. The most common response is that you feel somewhat insulated from shocks to the financial system. That…
First Generation Wealth
Q: Dear Ask Jason, on your website you note that you serve " First Generation Wealth." From reading your " About You " section I can see that doesn't just mean first generation Americans but also people who are first in their family to make or save 6 or 7…
Investopedia Top 100 Financial Advisors 2023
For the second time, founder Jason Howell, CFP®, CPWA®, CSRIC® was recognized by Investopedia for his outstanding contributions to the community. This includes his work as an adjunct professor of finance at George Mason University and American University, his…
The World Is Changing
Thursday, July 6th, 10:02 am EST. One of the things I’ve learned while diving into the theory of financial advice is how both complex and simple it can be. Looking up at the markets on a holiday-shortened week highlights this reality. Your account is still up…
Plant-Based Innovation for the Climate
"From a global standpoint we all seek to be healthy; financially healthy, our body healthy, our planet healthy and certainly healthy for our families (particularly if we have little kids or [just] kids). Anything you can do to make yourself financially…
What is Shareholder Advocacy?
Wednesday, June 7th, 9:02 am EST. Crisis averted. Phew. No longer in the news, our nation’s self-inflicted “debt ceiling” drama is over until 2025. There are many who say there “was always going to be a deal,” but the past few years have shown us that…
69 letters · 36 videos · 107 articles