Is Big Oil Dead? | June 5, 2021

Is Big Oil Dead? Energy stocks have been on a tear in 2021 as the economy re-opens. The Biden Administration is pushing hard for Green Technology. Ironically, that could make oil and gas reserves more valuable. The best performing sector this year has been energy, rising almost 6% this week alone and 47% YTD, as […]
READ POST

Economy: Full Steam Ahead | April 3, 2021

Economy: Full Steam Ahead Unemployment remains high, but continuing claims remain in a downtrend. GDP is not back to pre-pandemic trendline, but early indicators say we are getting close. After the massive GDP decline last year, we should expect well above trendline growth this year as long as the vaccines work their magic. Investors remain […]
READ POST

Can the Infrastructure Lure finally Catch Some Funding? | March 20, 2021

Can the Infrastructure Lure finally Catch Some Funding? Infrastructure should be an easy bipartisan issue. How we pay for it is a big sticking point. Getting a bill passed will not be easy. There are few issues that have been discussed as consistently as infrastructure, but with no meaningful result. Most recently, infrastructure was a […]
READ POST

Centenarians Dilemma | February 13, 2021

Centenarians Dilemma At PWM, we strongly prefer that all of our clients complete a retirement planning exercise so we can properly advise them in all their financial decisions. One of the key questions we need to estimate in developing the plan is how long they expect to live. The classic mistake is assuming that they […]
READ POST