sustainability

EV Credits getting easier in ’24, but ’23 is still a mess!

 in Tax Updates  tagged sustainability / tax planning by (updated 111 days ago)

Getting tax credits for an electric vehicle is really complicated. The requirements surrounding where the vehicle was assembled means that two identical brand-new cars sitting on the lot can qualify for EV credits of either $7,500, $0, or something in between!!    How to figure out if your car qualifies? Until now we’ve had to go to the website https://fueleconomy.gov/feg/taxcenter.shtml to find out if your car qualifies. Then in some cases we also needed to […]

Amazon Prime Trucks

Tricks to limit spending on Amazon

 in Financial wellness  tagged debt / financial wellness / spending / sustainability by

Do you want to know how much you’ve spent on Amazon last year? Ha! Don’t you wish. Amazon recently removed the ability to download your order history. So I don’t have a quick trick to give you. Instead, I have a few ideas for how to get the most benefit and the least harm out of Amazon. Limit Spending on Amazon There are things you can do, things to be really careful of (even avoid), […]

Socially Responsible Investing – as seen from a fiduciarily responsible investment advisor

 in Tea T.I.M.E. / Thanksgiving Family Money Letter  tagged investing / sustainability / Thanksgiving Family Money Letter by (updated 589 days ago)

I’ve been taught that investing is something that is best done passively: buy a diversified portfolio that tries to maximize expected return (by asset class) while minimizing overall risk of the portfolio (by having non-correlated assets.) I’ve read books like “The Incredible Shrinking Alpha” and scholarly papers. Both explain that we aren’t going to come up with some bright idea that beats the market through our particular genius, other than by sheer chance. I’ve been […]

Book Review: “Oil on the Brain”.

 in Book Reviews  tagged book reviews / recommended / sustainability by (updated 2343 days ago)

This is everything you never knew about oil but really ought to find out. I’ve just finished an amazing book.  It’s taken me three months to read this, partly because the information was so astonishing and new that I kept having to put it down and go assimilate what I’ve learned. The title of this book is “Oil On The Brain: Adventures from the Pump to the Pipeline.”  It’s an investigative journalist’s take on what’s involved […]