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Markets and Outlooks

A New Nuclear Reality

I had a fascinating experience in a Rotary meeting this past week. The presenter was from the Idaho National Laboratory (INL) which is the only such lab in the USA. He showed us the future of nuclear power which was designed to be super safe and clean; how it works […]

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Setting Expectations for 2021

The question we are posing is as follows: Is it possible that the announcement of the FDA-approved vaccines and the talk of additional financial stimulus helped claw some of 2021’s potential gains back into 2020? When you factor in the slow launch of the vaccines, it is worth a thought. […]

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ESG Investing – What is our 2021 plan?

Exciting things are happening in this space for 2021. When review the attachment you will note there are many approaches to ESG investing. The green energy sector is one way to approach the issue. There are also ESG “screens” that identify socially sensitive practices and try to replace holdings with […]

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Covid Tracker 12.18.2020

The top line in test results took a big dip off a really straight upward trajectory. Deaths per positive test remain low compared to the early months. The timeline for the vaccine is record setting and of some note is the fact that while two vaccines are approved, one of […]

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Tax Planning in an Election Year

It Doesn’t Matter Who Wins The Election – Higher Taxes Are Expected, So Get Ready. Every four years when the U.S. presidential election approaches, Americans must think about the vast implications of the potential presidential outcome. With the economy struggling to stay afloat during the pandemic, candidates’ proposed tax policies […]

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