Energy Transition: The BESSt Solution
By Andrew Wetzel, CFA, Principal, Managing Director of Sustainable Investments The confluence of factors driving change in the power generation system is enough to make one’s head spin. Some factors such as shifting economics, decarbonization, and electrification have been in place for years, while others like the emergence of Artificial Intelligence (AI) have become impactful […]
The Changing Role of State Capitalism
Insights on Fed policy, market volatility, inflation, tariffs, and the rise of U.S. state capitalism shaping economic and investment trends.
Executive Compensation
Companies looking to attract and retain top talent have several tools beyond cash compensation. For executives and key contributors, these additional benefits could include stock awards, deferred compensation, specialized retirement plans, or long-term incentive plans. When structured well, these executive compensation benefits can serve to encourage alignment and retention for the employer and provide significant value to the employee.
Steady Fed Rates, Jobs Slowdown, and the GENIUS Act
Stablecoins threaten traditional payment networks, offer global benefits, and may boost US dollar dominance and Treasury demand; the GENIUS Act legitimizes stablecoins but impacts banks and crypto’s decentralized ethos.
OBBBA Planning Considerations
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) contains a variety of provisions that will impact individual investors, families, consumers, and businesses. Our financial planners have analyzed the language of the law in order to better understand such effects. Our aim here is to summarize several pertinent categories of […]
What the One Big Beautiful Bill Could Mean for Investing
What We Are Watching for in July Tax bill update. As of this writing, both the House and the Senate have passed versions of President Trump’s “One Big Beautiful Bill” (OBBB). The House will take up the Senate bill shortly and it is expected to be signed into law over the July 4 weekend Tariff […]
Inflation Reduction Act (IRA) Rollback Implications
By Andrew Wetzel, CFA, Principal, Managing Director of Sustainable Investments After many weeks of negotiations and adjustments in the House and Senate, President Trump’s One Big Beautiful Bill (OBBB) has been passed. This legislation is significant in many ways, with some of the broader economic and market considerations covered in our monthly blog. With regard […]
What to Consider When Moving Abroad
By Tom Goodwin, Certified Financial Planner®, Global Financial Planner Choosing a Location The decision to move and live abroad as a US citizen requires a great deal of time and planning. First and foremost, there are the decisions on what country you will live in, when you will depart, and how long you intend to […]
Deficits, Downgrades, and Interest Rates: Factors Shaping the Bond Market
What We Are Watching for in June Tariff updates. The 90-day pause on reciprocal tariffs that was announced in April is scheduled to expire in early July. Meanwhile, the US is negotiating with various countries while new tariff announcements have continued apace. Market action over the past two months reveals that when tariffs are expected […]
Tariffs, Earnings, and the Markets
Key Data Points to Watch in May Rest of Q1 2025 corporate earnings. The remaining 25% of S&P 500 companies that have not yet reported March quarter earnings will be reporting over the coming weeks. Earnings growth so far has been ahead of expectations, at 12% vs 7%. As clarity on tariffs and other administration […]