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.
216 published · page 9 of 18
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…
We are all Ukrainians now
Read or Listen (below): Friday, March 4, 09:36 am EST. This past month a rogue leader of a foreign country decided to invade another country. The apparent goal was to take over that country’s resources and lead that country’s people as they once had in the…
Letter to Stakeholders, February 2022
Tuesday, February 8, 1:01 pm EST. None of us like to see our investment balances go down but that’s just what most of us saw in January. It is emotionally unsettling, even for some investment professionals. How do we deal with it? We ask why, we look at why…
1 Percent for the Planet
"Take some action that you can incorporate. Make it as joyful as possible. Have it be fueled by something you're connected to; that "tree outside your house. If you start today - and this is probably a good thing to say to people who are focused on investing…
Alternative Investments
Read or Listen (below): Tuesday, January 11, 10:01 am EST. It feels good to get past January 6th. And for those of us on the East Coast, it is nice to be past the first snowstorm of the year. Now that the year has really “started,” we can share with you some…
Freddie Mac Benefits
The most challenging item for employees is often deciding which medical insurance to select. Do you take the plan with higher premiums and a lower deductible? The high deductible plan (HDHP) with a health savings account (HSA)? The HMO with constrained…
Market Indicators?
Monday, December 13, 10:12 am EST. End of year communications are almost only interesting if they are forward thinking. We aim to be interesting at Jason Howell Company so here are our thoughts on markets, economics, and our service to you in 2022. Markets…
Pan-American Orchestra
"Realize, it's not just your dollars that you can give; it's your time and your knowledge and your expertise in whatever field. that you're in. Think about what moves you and what you feel connected to do. Do your due diligence in terms of the organizations…
Fiscally Sponsored Programs
"Determine what your personal mission would be around philanthropy. Doing some values exercises around that. Everybody gets so intimidated when they want to get started. Sit down and answer simple questions like, "Growing up, when you got to participate or be…
71 letters · 36 videos · 109 articles