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  • Writer's pictureJulie Skye

the 1st week of May 2021 Thoughts

Updated: Jun 8, 2021

ESG | ESG | ESG Matters

Formerly Skye Advisors, Sustainable Advisors Alliance (SAA) was founded on sustainable, impact investing and Environmental, Social, and Governance (ESG) metrics.

Do the best you can until you know better. Then when you know better, do better. MayaAngelou

Filing your taxes is a lot more complicated this year and paying your 2021 1st Quarter estimate to avoid penalties is a little more nuanced. How can you figure a 2021 estimate without getting good numbers for the 2020 tax return?

IF you are still waiting for your stimulus payment, you may consider holding off filing for 2020 to maximize your stimulus payment,especially if your 2020 income was higher than your last tax return filed for 2019.

Given the recent changes and the Economic Impact Payment 3 guidelines, working with me on tax planning has become more necessary than ever before. This sounds a little shocking, but some married taxpayers may conside rfiling jointly separately this year as it might generate a higher tax liability on their 2020 return, but they may benefit from other income limits.

When should you take the extra time? For those getting refunds, it makes sense to file as soon as possible. If you owe, there’s no incentive to file a minute earlier. Whatever we do…just expect for your CPA to be a little more stressed than normal. This is the year to send them a pizza as they will be burning the midnight oil.

After I send you our new SAA Client Agreement, via Adobe Sign, we’ll move on to determining your risk tolerance and you will receive an email from Hidden Levers. While the familiar questions start the process…with Hidden levers, when it comes to portfolio analysis, high-end analytics, and your user-experience, this is a whole other animal. The visual platform will bring sophisticated, institutional-level analytics that has been hard to find in the past. Hidden Levers provides “institutional grade analytics + hyper- visual tools that make if more enjoyable, and easier, to visualize the results about the macro risk that is ever present.

Required Disclosures: Always read the fine print!

The foregoing content reflects the opinions of Sustainable Advisors Alliance LLC and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

Fossil fuel companies are pivoting to being renewable energy companies. Remember those MLPS with the K1’s that delayed filing your taxes? No more! Wind and solar are the fastest growing energy infrastructure companies in the world and renewable energy is outpacing investment in conventional power by 2-1. Now growing at $300–$400 billion per year, renewables are moving to the center of the global energy landscape. With $600+ billion global investment universe of renewable infrastructure companies we can earn an attractive combination of yield and growth from clean energy assets.

😊Why does this matter to you? Renewable infrastructure is mainstream and not just for tree-huggers. It provides stable cash flows and inflation-protected contracts that often have 20+ years of reliable revenue. Being in infrastructure is being at the right place at the right time: we are there!

In 2020 it was all about Tech, Pandemic Stocks and the Shelter in Place / Work From Home stocks. If you are still “there” you are probably wondering what is going on. THIS chart, is what is going on. The black line trending up reflects growth stocks out-performance. When it trends down, investors are rotating from last year’s winners to last year’s laggards. The turtle is now beating the hare!

😲 Why does this matter to you? When good-value stocks are under-performing it is tempting to wade in to the higher-risk end of the pool. This is 9th Inning Investing in action: it is all about a topping and rotation of the market’s leadership. Remember the day-traders investing their stimulus checks? They are getting the same lessons that the tech traders got in 2000 and in 2007.

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