Hydrogen Energy Outlook

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…

A Global Perspective on EVs

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…

2023: A Good Year for the Market?

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…

What You Need to Know About Preferred Stock

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…

Are We Now in a New Bull Market?

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…

Brokered CDs Vs Bank Certificates of Deposit

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…

The Implications of Tax Changes: Start Early!

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…

How Financial Planning Helps You Navigate Lifestages

What value does financial planning brings to your life? Ultimately, it helps you plan for the unexpected in life so you remain financially sound. This article explores the different life stages, highlighting how planning can benefit you financially along the way. The Game of Life and Financial Planning at Every Age Are you familiar with…

Third Quarter Earnings and Prospects for 2023

The markets have bounced following a lousy September on the heels of corporate earnings, steady employment, and an October CPI that showed inflation may be cooling.  Both stocks and bonds have had big daily swings as money flows react to each piece of economic data.  >> To subscribe to this monthly newsletter, click on Subscribe! Third…

Why Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner

CFP stands for Certified Financial Planner. This article explains why you should always choose a Certified Financial Planner to work with. Reprinted by PermissionCopyright © 1998-2001, Certified Financial Planner Board of Standards, Inc. All rights reserved. Choosing a financial planner may be one of the most important decisions you make for yourself and your loved…