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Real Impact, Real Returns SM

A Hopeful Dawn, A Post-Pandemic Economy

I feel optimistic about the future. To be sure, that is no reflection of what is today, but of what is possible. Almost every holiday card I received, hit 2020 with the door on the way out. Although the personal and collective tragedies of this past year will not soon recede from memory, hopeful seeds are sprouting.

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Funding The Energy Transition at Clean Energy Credit Union

Clean Energy Credit Union’s vision is a world where everyone can participate in the clean energy movement, and our credit union helps make this vision a reality by: (1) making it easier for everyone to afford clean energy and energy-saving products and services by offering clean energy loans with amazing terms; and (2) making it easier for everyone to invest in the clean energy movement by offering federally insured deposit accounts and clean energy CDs whereby the deposits are solely used to help others pursue their clean energy and energy-saving projects.

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Elections, a Big Tech Reckoning, and Running on Hydrogen

2020 will come to an end, that is one of the few certainties we have as we are nearing the election and a fall wave of the pandemic appears to be materializing. For many folks I speak to – and I share their sentiment – this year will not be missed. So, what of the election? What is an investor to do? Though a fair question, I cannot really line up behind a better strategy than to not do much or nothing at all. Whatever action one takes, has an unpredictable outcome, so could potentially do more harm than good.

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The Jobless Stock Market Recovery and a Winning Green Economy

Three months have passed since our last newsletter and the Coronavirus is still with us. For better or worse, people have adapted somewhat to the new reality. It does not make it less tragic, but a perennial state of crisis is not a preferred way to live. It is also quite remarkable how adaptable people are, giving credence to the expression “necessity is the mother of invention.” Folks have taken to working from home, moving professional and social lives to a virtual setting, and figuring out how to navigate the six feet exclusionary zone, for the most part. This adaptive coping is not entirely unrelated to the relentless recovery in the stock market. Be that as it may, it still begs the question: why is the stock market going up when the economy is going down? If you haven't seen that headline before, you read it here first. It is always possible to create a narrative to explain what happens in the stock market, after the fact.

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Woulda, Coulda, Shoulda

With the market's rapid rebound from March lows and the Nasdaq Composite stock index closing higher than it was at the end of last year, many of us are probably asking ourselves: Did I miss my chance to buy at the lows? or: Will I ever make up for my losses? These questions point to dangerous emotions for stock market investors. Fear of missing out often leads to investment mistakes. This is why investment advisors always tell their clients that they are better off not looking at their portfolios in a downturn. A big loss makes some people want to sell everything, for fear...

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