Insights
Videos — the same thinking, out loud
Short conversations on family governance, resilient investing, philanthropy, and the macro picture behind the portfolios.
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Privacy Protection
"I really do believe in a team approach for the client with the financial advisor, probably a CPA and the [estate] attorney all working together for that client. I'm hopeful that In the future we'll have more laws to protect privacy." - Kevin Martin, Attorney…
Jason Howell Company 10 Years & Counting
We hosted a special event a video retrospective marking our 10-year anniversary as a firm; with a timed premiere: Reflecting on 10 Years of FAMILY Wealth Management. In 10 minutes, we covered more than the 10 years of our business history. We also shared the…
Investing in Carbon Credits
"I think we're going to see an expansion of the system, not just in Europe but worldwide. I mean, you see California, you see Northeast Regional Gas, you see Washington State; Japan, Korea, they're all in the system of deploying and developing. China recently…
Holiday Healing with Grief
"I know this must be hard for you. I don't know how I can best support you but I wanted you to know that I care." - Lisa McFarland, TheGriefGurus.com Most people want to "be there" for friends, family - and in my case, clients! - after an event like a death…
How Philanthropy is EVOLVING
"We all can give back and we all can create change." - Julia Healey, United Charitable, CEO "We want to be seen as the superheroes of philanthropy." - Hannibal Navies, United Charitable, Athletes Charitable Join Julia Healey and Hannibal Navies of United…
(VIDEO) SAVE your business AND Your Wealth
"Most of the time you are not going to retire the day after the sale." - Max Prilutsky, Founder, Managing Partner, ROADMAP Advisors Max Prilutsky's career and formal education prepared him well for private equity deals but it's his "David vs. Goliath"…
How to Serve 8-Figure Clients
"We're obsessed with trying to just continue to deliver confident, multigenerational, decision making to grow and preserve wealth." - Walter R. Worley, IV, CPWA®, CFP®, AIF® President, W1 Wealth It is not often that we get the opportunity to interview a…
Jason Howell to Jason Howell Co.
"That's what the public needs to know: that they can get exactly what they're looking for and if they don't find it through us, I'd be happy to help them find it." Jason Howell, CFP®, CPWA®, CSRIC®, Founder, Jason Howell Company On May 22nd (2025) our founder…
Healthcare Planning
"The more you understand [healthcare literacy] the smarter your decisions will be. I'd say that is definitely step one: understanding what you pay why you pay it in what circumstance you pay." - Christine Simone, CEO & Founder, Caribou Join Christine Simone,…
Structured Notes
"Ultimately a structured note is a candy wrapper of two assets so 85% of a structure note is a bond and the other 15% of a structure note is an option. That's it. It's just an option matched with a bond to give you that payoff." - Jason Barsema, Co-Founder &…
Healthcare for Millionaires
"Talk to someone like yourself to help them set up the overall picture. By all means, find someone who is reputable and someone who's trustworthy somebody you can talk to and be there for you over time. That you can call and follow up with. It costs nothing…
Can You Trust?
"The most important thing is what is the philosophy of my money and my family. That's it. That is the takeaway And from there all sorts of questions. You don't have to go to an attorney, you can use your financial advisor on that and then take those answers…