Steven RoyOct 26, 20211 minLast Week's Market & Economic SummaryFor 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...
Steven RoySep 17, 20211 minSpotlight: 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...
Steven RoySep 13, 20211 minHow to Make $3.5 Trillion, Congressional StyleInterested in how Congress (well, Ways and Means - anyway) would pay for the $3.5 Trillion Infrastructure Bill. We got our first hint...
Steven RoySep 3, 20211 minOur "Sustainable Philanthropy Newsletter" September 02, 2021Our Sustainable Philanthropy letter addresses current topics that affect Exempt (Not-For-Profit) Organizations, Exempt Benefit Plans...
Steven RoyAug 27, 20211 minTesla Expands its PortfolioTesla applied (Through a newly formed subsidiary, Tesla Energy) with the Public Utility Commission of Texas to sell electricity on the...
Steven RoyAug 25, 20211 minEuphemism of the WeekOur candidate for "Euphemism of the Week:" "autonomous vegetation management systems," Otherwise known as robot gardeners. Velodyne...
Steven RoyAug 5, 20211 minOur Inaugural "Sustainable Philanthropy Newsletter."Today marks the publication of our inaugural "Sustainable Philanthropy Newsletter." Produced in cooperation with our affiliate, Steven...
Steven RoyMay 25, 20213 minLeverage Retirement Plan Distributions to Support Post-Mortem PhilanthropyYou 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...
Steven RoyMay 20, 20211 minWhat 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)...
Steven RoyMay 17, 20211 minTheft, Disqualified Persons, and Excess BenefitsWhen practitioners think about Disqualified Persons and Excess Benefits we often think in terms of Officers, Directors, Key Personnel,...
Steven RoyMay 14, 20212 minLucid Motors' Production PredictionsThe rash of civil (mostly class action) and SEC actions against one of our favorite industry sub-segments (Electric and Autonomous...
Steven RoyMay 5, 20212 minPhilanthropy Using Appreciated AssetsLong-term capital gain assets are a great resource for funding charitable gifts and furthering the causes that matter most to you. The...
Steven RoyMay 3, 20212 minTwo views of the Biden Capital Gains ProposalTwo views of the Biden Capital Gains Proposal -- both arguably correct: The majority of investors could find it relatively easy to avoid...