We Know Tesla. What About Other EVs and Their Stock

While driving around town the other day, in a small one block section, I counted 4 Tesla’s (3 stopped at a red light and one parked) and it occurred to me…it’s happening.  Tesla’s are becoming the new Toyota Camry of the 2020s.  Did you know that the Toyota Camry is the best-selling car every year in […]

SDGs and Investing: This Isn’t Some Tiktok Acronym

At this point, there is NO denying it. Sustainability is now a word we hear almost as much as we hear Zoom or Pandemic or english royal drama. It even ranked #10 most popular behind “Trade War” in 2020. And rightfully so, as the realization of climate change hits all parts of the world, from

Rules for Setting Up That IRA Account

We currently may not been able to go to a local restaurant for that cold beer or pound the weights at the gym but one thing that you can still do is make an IRA contribution!  As January has quickly passed during these stay at home Covid days, it’s not too late to reduce your

Retiring Soon? Here’s Some Pointers.

  So with workers telecommuting and life throwing all it can at us these days, many out there may be starting to think about simply retiring.  Why go back to work if you have saved a bit and there is the possibility that you can do what you want instead of heading to that 9

Making $13,750 an hour? Not too Shabby, But Isn’t it a Bit Much?

Congrats Elon. Well, not really but…in light of the recent news that Tesla CEO Elon Musk earned the first portion of an incentive-based stock payout which is comprised of 1.7 million shares of Tesla valued at about $775 million, perhaps now is an opportune time to discuss CEO pay versus the average employee and something

5 Tips to be a Sustainable Investor in 2020

  As the markets go through their ups and downs this quarter, this may be a good time to see how sustainable your portfolio looks.  Risk management becomes prudent at this point and adding an ESG (Environmental, Social and Governance) screen to your IRA or 401k is an added step to screen for outside risks.

What is Sustainable Investing and Why It’s So Important Now

  Ok, so you walk into your local kitchen supplies store looking to buy a new coffee maker.  You see that sweet Cuisinart that uses less electricity, has more safety features and costs that same as the next. No decision here. Right?  Interestingly enough, when it comes to investing, investors still worry that the sustainable

Large, Medium and Small: The Goldilocks Way to Invest in Marijuana

It’s hard not to run into someone these days who isn’t dabbling in medical cannabis.  There are those busy working parents of young children who just need some time to unwind and relax their minds and then there are seniors who are using CBD (Cannabidiol) with THC (tetrahydrocannabinol, a crystalline compound that is the main