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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Recessions Don't Matter
You can read (or LISTEN) below: Thursday, August 4, 8:36 am EST. True to form, stock market volatility gives and takes. July’s gains in your portfolio, nearly to the dollar, erased June’s losses. Congratulations. So far August has also been “positive” but…
Veteran Mental Health
"We always work by volunteers. That's how we exist in our training center. And I'll give you an idea. There are only 4 of us on the paid staff. All of the rest of the work that we do, from office management, our donor management system, our outreach program,…
Cryptocurrency Explainer
Recently our resident "Chief Crypto Officer," Doug Tees was asked to answer a few basic questions about the world of digital assets for the Washington Business Journal. The simplicity of his responses are a primer for understanding how to approach this…
Recessions are Unpredictable
You can read or LISTEN below. Friday, July 8, 1:36 pm EST. We’re finally done with the first half of 2022. Good riddance. As you may have heard – and may have seen reflected in your portfolio – the financial market declines in the first half of this year have…
Roe v Wade Response
"The first thing you have to do is actually know what's in your portfolio. What are the funds you are holding, but also what companies are those funds holding. Until you actually know what you are invested in, and most of us don't, it's pretty hard to know…
George Mason University Poll: INFLATION
"What we're looking at over the next 12 to 18 months is a continued tightening [of budgets] and you want that little "cushion" to be there when you need it most." - Jason Howell, CFP®, CPWA®, CSRIC® Jason Howell Company is an independent, family wealth…
GDP is the wrong measure.
You can read or LISTEN (below): Wednesday, June 8, 2:36 pm EST. Nothing much has changed. Fortunately or unfortunately our economy – in the short term - is in the same place it was last month: doubt. There is no shortage of possible scenarios for short-term…
Letter to Stakeholders, May 2022
Read or Listen (below): Tuesday, May 10, 10:56 am EST. Spring is upon us, even if it feels like Winter in your portfolio. After our Spring “Check-in” meeting, Doug and I could tell you were braced for months like these. Ups and downs (or “volatility”) in the…
US Dollar as a Reserve Currency
Friday, April 15, 09:36 am EST. Beware the “ides of April,” is not a warning or a saying you have ever heard of. As I write this in the midst of public-school spring breaks, hopefully you too have taken a break -at least from the news. We are really in the…
[Sustainable Global Bond Investing
Engage you financial advisor as to how you can have your portfolio reflect your values. There are tools that are evolving and more importantly, have yet to evolve to keep on your radar. - Patrick T. Drum, CFP®, CFA®, MBA How can you use debt (bonds) rather…
Jason Howell Company Sustainable Investing
YourStake aims to provide advisors with everything they need to understand ESG issues, analyze portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to navigate ESG. The YourStake, YourStory podcast is designed to…
How to Fight Hunger and Climate Change
"Be conscious, be wise about you handle food; about how you prepare food; about the food waste that you're creating. Be aware of your neighbor. One of the unfortunate benefits of food insecurity going through the roof with the pandemic was, the people in high…
69 letters · 36 videos · 107 articles