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Cambyses Financial Advisors LLC

Investment Management and Strategy For Exempt Organizations or Plans and Their Donors
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    Steven Roy
    • Oct 26, 2021
    • 1 min

    Last Week's Market & Economic Summary

    For the week that ended 10/22/2021 -- The S&P index finished up 1.5% at a new record high. (Which was eclipsed today!) All eleven sectors...
    1 view0 comments
    Steven Roy
    • Sep 17, 2021
    • 1 min

    Spotlight: CADIA (At the nexus between Automobiles and ESG)

    In the course of our research we encounter a great number of interesting and dedicated organizations. Last week's find was CADIA (Center...
    1 view0 comments
    Steven Roy
    • Sep 13, 2021
    • 1 min

    How to Make $3.5 Trillion, Congressional Style

    Interested in how Congress (well, Ways and Means - anyway) would pay for the $3.5 Trillion Infrastructure Bill. We got our first hint...
    1 view0 comments
    Steven Roy
    • Sep 3, 2021
    • 1 min

    Our "Sustainable Philanthropy Newsletter" September 02, 2021

    Our Sustainable Philanthropy letter addresses current topics that affect Exempt (Not-For-Profit) Organizations, Exempt Benefit Plans...
    1 view0 comments
    Steven Roy
    • Aug 27, 2021
    • 1 min

    Tesla Expands its Portfolio

    Tesla applied (Through a newly formed subsidiary, Tesla Energy) with the Public Utility Commission of Texas to sell electricity on the...
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    Steven Roy
    • Aug 25, 2021
    • 1 min

    Euphemism of the Week

    Our candidate for "Euphemism of the Week:" "autonomous vegetation management systems," Otherwise known as robot gardeners. Velodyne...
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    Steven Roy
    • Aug 5, 2021
    • 1 min

    Our Inaugural "Sustainable Philanthropy Newsletter."

    Today marks the publication of our inaugural "Sustainable Philanthropy Newsletter." Produced in cooperation with our affiliate, Steven...
    1 view0 comments
    Steven Roy
    • May 25, 2021
    • 3 min

    Leverage Retirement Plan Distributions to Support Post-Mortem Philanthropy

    You have some assets in a non-exempt stock portfolio and some more in your exempt retirement fund. You would like to give a hefty chunk...
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    Steven Roy
    • May 20, 2021
    • 1 min

    What am I Missing Here?

    Who says executive salaries are out of control? Most recent atrocity: One of the companies we follow (in the Electric Vehicle subsegment)...
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    Steven Roy
    • May 17, 2021
    • 1 min

    Theft, Disqualified Persons, and Excess Benefits

    When practitioners think about Disqualified Persons and Excess Benefits we often think in terms of Officers, Directors, Key Personnel,...
    1 view0 comments
    Steven Roy
    • May 14, 2021
    • 2 min

    Lucid Motors' Production Predictions

    The rash of civil (mostly class action) and SEC actions against one of our favorite industry sub-segments (Electric and Autonomous...
    0 views0 comments
    Steven Roy
    • May 5, 2021
    • 2 min

    Philanthropy Using Appreciated Assets

    Long-term capital gain assets are a great resource for funding charitable gifts and furthering the causes that matter most to you. The...
    1 view0 comments
    Steven Roy
    • May 3, 2021
    • 2 min

    Two views of the Biden Capital Gains Proposal

    Two views of the Biden Capital Gains Proposal -- both arguably correct: The majority of investors could find it relatively easy to avoid...
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