If you’re a committed investor, you are most probably counting on time to help you build the wealth to meet specific goals. And, since you have a long-term window in mind, you’ll want to follow these tips to help you be ready for tax time. The Biggest Tax Concern for Investors? The biggest source of…
2023 was a difficult year for investors but as we take a breath and after assessing 2023, it can best be summarized as The Bard wrote, “All’s well that ends well.” Bears Controlled the 2023 Narrative In 2023, the Bears controlled the narrative – inflation and interest rates were going to move unstoppably higher, recession…
As you might surmise, given how interconnected the world is, global conflicts affect markets. In this article, we’ll focus on conflicts in the Middle East. Most Recent Middle East Conflict: October 7, 2023 On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging the region into further…
How familiar are you with the hydrogen energy market? While more traditional renewable energy sources such as solar and wind are still leading in terms of investment, hydrogen energy, specifically something called “green hydrogen”, is being discussed as a serious source of renewable energy. Hydrogen’s ability to act as a hybrid between an energy generator…
EVs – or Electric Vehicles – represent an important alternative to carbon-producing vehicles, and feature prominently in the ongoing research and analysis Pendragon Capital Management undertakes for our Climate Impact portfolio. In this article, you’ll find our global perspective on EVs to help you better evaluate your investment opportunities. EVs: Here To Stay In an…
It hardly seems it but we are halfway through 2023. Just as unbelievable is that the stock market is having a good year. >> To subscribe to this monthly newsletter, click on Subscribe! Something for Every Investor! The S&P500 is up just over 18%. The bond market has been ok too. There has been a lot…
How familiar are you with Preferred Stock? Preferred stock is a class of securities that is often overlooked by investors. It deserves consideration because preferreds have the characteristics of both fixed-income and equity securities. Preferred Stock in a Traditional Corporate Capital Structure In the capital structure, preferred stock is junior to company debt (bonds) but…
Since October 2022, the stock market has steadily climbed higher and is now up over 20% from those lows. This begs the question of whether we are now in a new Bull market. Let’s explore along with concerns about commercial real estate. >> To subscribe to this monthly newsletter, click on Subscribe! Persistent Negativity Despite Upward…
CDs or Certificates of Deposit are popular again. With interest rates up, investors are once again rewarded for holding “safe” fixed-income instruments like FDIC-insured bank accounts and securities issued by the United States Treasury. That’s where CDs come in. CDs are a type of fixed-interest rate deposit offered by banks. Most CDs are backed by the…
Tax changes have implications and it’s a good idea to get an early start on tax planning for 2023. Understanding some of the new rules can help you as you go through the year. Here are some of the major tax changes for 2023. Beneficial 2023 Tax Items First, there are some beneficial tax items…
