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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Just Ask Jason
Q: I am financially successful. I run my business - now part-time - because I enjoy it and I support my adult daughter financially because I can. What I can't figure out how to do is communicate with her on a family level. I want her to understand more of…
Inflation, Profiteering and Partisanship
Read of just LISTEN to our letter here: Monday, November 7th, 2:06 pm EST. We acted just like we promised. By now even your hairstylist knows that the reason the stock market and bond markets have been down this year is due to increased interest rates. In…
Private Investments vs Public
Read or Listen: Tuesday, October 11th, 3:56 pm EST. This is what they want. A stock market that’s cold, a housing market that’s cooling and (eventually) an economy that’s near frozen. And it’s not happening fast enough for them. For a long time, we have…
God Save the Queen
Read of Listen below: Friday, September 9th, 1:36 pm EST. Back and forth go the public stock and bond markets. This week’s valuations are higher but overall the market has been stuck in range since Summer began. If you’re following, June’s low was fully…
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…
71 letters · 36 videos · 109 articles