top of page
Search
  • Julie Skye

This 2nd Week of November 2022 Thoughts

So, how many of you thought Crypto was a scam...a ponzi scheme? What a debacle: who knows where it will end?

Schwab Value Advantage Watch: 7-Day Yield is 3.65%.


StoneCastle for FICA moves up & down with the Fed Fund rate. After the last 75bp increase, FICA is now paying 3.51% & 3%.


Tax-Loss Selling can save you thousands of dollars in taxes: the next few months will help set you up for the best 2022 tax filing season possible.


Take our Risk Assessment!


CLICK HERE for an updated fact sheet for Blue Horizon, the best way to participate in this 4th energy transition.


CLICK HERE for a terrific webinar with one of the smartest climate investment firms: Generation Investment Management.


The private sector is investing billions of dollars to accelerate the disruptive energy technology that one day will see batteries able to drive 1,000 miles on one charge. This what we need to watch...not were the Dow Jones or NASDAQ is.


We have now started the 4th energy transition: expect for me to keep bringing you the investments that will position your portfolio for this mega-trend. Yes, there will be volatility...we'll make it work for us.

Why does this matter to you? Imagine if you had invested in the early days of every energy transition going back to 1820. Yes, it is going to take all countries joining in. if we are going to de-carbonize our world, China and India need to get on board. The United States is on the path to replacing coal with natural gas and renewables.

Why does this matter to you? Today, as this market goes through the ups and downs of the economic and interest rate cycle, will will be focused on bringing you the companies that are leading the way and letting technology solve the problems we know are here. There will be days when the market is up 1,000...and down the same amount. What matters to YOU most is that we are now going to build out your income to fund your life style. Required Disclosures: Always read the fine print! This content reflects the opinions of Julie Skye and is subject to change without notice. This content is for informational and entertainment purposes, and it is not 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. Securities investing involves risk, including the potential for loss of principal. There is no assurance any investment plan or strategy will be successful.


Julie is an Investment Advisor Representative of Sustainable Advisors Alliance, LLC (SAA, LLC): Advisory services are provided by SAA, LLC.

Registration with the SEC does not imply a certain level of skill or training.

3 views0 comments

Recent Posts

See All
bottom of page