
INNOVATION FROM IDEATION
Our Ideas

Bitcoin: A Few Sprinkles Short of a Sundae
January 19, 2021
The case for bitcoin is predicated on its rise to rival fiat currencies, an outcome that remains quite uncertain, if not unlikely.
The case for bitcoin is predicated on its rise to rival fiat currencies, an outcome that remains quite uncertain, if not unlikely.

A New Era for Sustainable & Impact Investing? Predictions for the Biden Administration
January 14, 2021
With the two Senate seats in Georgia being won by Democratic candidates, there is greater clarity surrounding President-elect Joseph R. Biden’s ability to execute on campaign promises, including those related to sustainable and impact investing.
With the two Senate seats in Georgia being won by Democratic candidates, there is greater clarity surrounding President-elect Joseph R. Biden’s ability to execute on campaign promises, including those related to sustainable and impact investing.

Reverberations of the Blue Ripple
January 11, 2021
Aligned control of Congress is likely positive for the economy, but a headwind for equities due to the threat of higher taxes.
Aligned control of Congress is likely positive for the economy, but a headwind for equities due to the threat of higher taxes.

Beneficiary Designations
January 11, 2021
Beneficiary designations are powerful tools. Depending on the asset, your designations provide an initial source of liquidity for named beneficiaries until your estate is settled and fully distributed.
Beneficiary designations are powerful tools. Depending on the asset, your designations provide an initial source of liquidity for named beneficiaries until your estate is settled and fully distributed.

The Blue Ripple Appears to Have Continued
January 6, 2021
Aligned control of Congress should enable greater implementation of the Biden policy agenda, which is probably neutral to positive for the economy, but more problematic for stock markets due to potential tax increases.
Aligned control of Congress should enable greater implementation of the Biden policy agenda, which is probably neutral to positive for the economy, but more problematic for stock markets due to potential tax increases.

50:50 – What It Means for President Biden’s Tax Proposals
January 6, 2021
Independent of this week’s elections, tax law change is a persistent concern. If changes do not come now, they will come either as a result of future elections or the sunset of portions of the current law on December 31, 2025.
Independent of this week’s elections, tax law change is a persistent concern. If changes do not come now, they will come either as a result of future elections or the sunset of portions of the current law on December 31, 2025.

All Eyes on Georgia
January 4, 2021
Ahead of the Georgia Senate runoffs, economically tenable political gridlock is the most likely outcome in 2021; however, investors shouldn’t entirely write off the alternative.
Ahead of the Georgia Senate runoffs, economically tenable political gridlock is the most likely outcome in 2021; however, investors shouldn’t entirely write off the alternative.

Anticipating the “Next Normal”
December 28, 2020
Expect larger federal debts/deficits, higher productivity and inflation fears to be the reality in a post-pandemic economy.
Expect larger federal debts/deficits, higher productivity and inflation fears to be the reality in a post-pandemic economy.

2021 Themes
December 21, 2020
Rising COVID-19 cases may cause near-term disruption, but the outlook for a vaccine-induced recovery remains a distinct tailwind.
Rising COVID-19 cases may cause near-term disruption, but the outlook for a vaccine-induced recovery remains a distinct tailwind.

As we look ahead to a new year with cautious optimism, now is an opportune time to take the first steps in establishing short- and long-term financial goals.
As we look ahead to a new year with cautious optimism, now is an opportune time to take the first steps in establishing short- and long-term financial goals.

One Step Ahead of What’s “Next”: 2021 Themes and Investment Implications
December 16, 2020
Following a tumultuous 2020, we seek to understand the backdrop and driving factors underlying the economy and markets' path forward in 2021.
Following a tumultuous 2020, we seek to understand the backdrop and driving factors underlying the economy and markets' path forward in 2021.

It Ain’t Over ‘Til the Peach State Sings
December 14, 2020
The most likely outcome in ‘21 is economically tenable political gridlock, but investors shouldn’t entirely write off the alternative.
The most likely outcome in ‘21 is economically tenable political gridlock, but investors shouldn’t entirely write off the alternative.