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.
212 published · page 9 of 18
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…
Jason Howell Company Letter
Thursday, November 11, 12:12 pm EST. Thankfully the sun doesn’t rise and set on the whim and fancy of the stock market, latest election or our favorite economic indicator. This month we’ll walk through thoughts about the Virginia and New Jersey gubernatorial…
Debt Ceiling Matters
Thursday, October 6, 4:07 pm EST. Just over 10 years ago, the world faced the very real prospect of the United States of America, defaulting on its debt. The sleepy routine of raising our country’s self-imposed spending limit was suddenly a partisan…
Law, Money and Politics
Tuesday, September 14, 2:07 pm EST. Last month we suggested you enjoy a vacation. We hope you did. This month we have entered the Fall with back to school, back to work (at home again) and economic policy decisions that may determine the fate of the 2022…
See it Be it Role Model
On August 9th, InvestmentNews Magazine, a financial industry trade magazine announced the results of their annual diversity, equity and inclusion awards. The See it, Be it Role Models are individuals in the business who exemplify success and can inspire…
69 letters · 36 videos · 107 articles