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Letter to Stakeholders, November 2022
Manage episode 346728822 series 3093194
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Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I talk about how we took action for our client in an incredibly volatile market. The risk adjusted return opportunity of 4%+ interest on Treasury Bonds is the opportunity of the decade and we took advantage. Our Stakeholder Spotlight features our local Arlington VA Community Foundation's Spirit of Community Luncheon.
Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
Arlington Community Foundation (ACF): https://www.arlcf.org/
ACF "Economic Cliff Effect": https://www.jasonhowell.com/blog/video-addressing-economic-cliff-effect-arlington-va
Power & Profiteering: How Certain Industries Hiked Prices, Fleeced Consumers, and Drove Inflation: https://oversight.house.gov/legislation/hearings/power-and-profiteering-how-certain-industries-hiked-prices-fleeced-consumers
Is Inflation Biden's Fault? Could Tax Cuts Fix It? Here's What We Know: https://time.com/6226145/inflation-midterms-2022-fact-check/
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
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