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A New Nuclear Reality

I had a fascinating experience in a Rotary meeting this past week. The presenter was from the Idaho National Laboratory (INL) which is the only such lab in the USA. He showed us the future of nuclear power which was designed to be super safe and clean; how it works was really different from the […]

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Setting Expectations for 2021

The question we are posing is as follows: Is it possible that the announcement of the FDA-approved vaccines and the talk of additional financial stimulus helped claw some of 2021’s potential gains back into 2020? When you factor in the slow launch of the vaccines, it is worth a thought. Having said all of that, […]

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ESG Investing – What is our 2021 plan?

Exciting things are happening in this space for 2021. When review the attachment you will note there are many approaches to ESG investing. The green energy sector is one way to approach the issue. There are also ESG “screens” that identify socially sensitive practices and try to replace holdings with negative attributes with positive attribute […]

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COVID News – This Week

Strange news from the new administration. Johnson & Johnson announces an emergency application for a single shot Vaccine and this would be a big deal in the middle of a deadly pandemic. The FDA said, sure lets do a hearing three weeks from now. Really they have so many things going on they cannot do […]

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You Need a Cohesive Wealth Management Team. Here’s Why.

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants—especially the complex ones—can feel like searching […]

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A 360 Family Office Update

As 2020 closes a new adventure begins with our main office moving.  The decision was driven by many factors. A critical one was a opportunity to affiliate with some exciting partners in a new city – Boise, Idaho. This is an exciting growing city because of the moderate weather and the underlying economics that offer […]

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Covid Tracker 12.18.2020

The top line in test results took a big dip off a really straight upward trajectory. Deaths per positive test remain low compared to the early months. The timeline for the vaccine is record setting and of some note is the fact that while two vaccines are approved, one of the vaccine trials has been […]

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