Year-End Tax Strategies for 2012
Often a little year-end tax planning can yield large tax savings. Yet the President and Congress have made 2012 uniquely challenging as they haven’t settled on 2013 rates for income, investments, large gifts and estates. …
If you ask us…
As a member of the North American Task Force (NATF) in conjunction with the United Nations Environment Programme Finance Inititative (UNEP-FI) we were pleased to collaborate on a new report that addresses the importance of…
Global Investor Statement on Climate Change
Through our involvement with the United Nations Environment Programme and its Finance Initiative we have been fortunate to participate in a number of different studies that address the importance of economic growth, stability and sustainability…
Quick Post – World’s Largest Windfarm to Open in UK
A childhood friend of mine sent me a link to this article in the Guardian newspaper this week (click here), and it sparked my interest on numerous levels. The first was personal, having grown up…
2002 Alpine – Boulder, Colorado
EcoLuxury homes are not new, particularly in a town such as Boulder, however this showcase home represents a leap forward in design and construction. It starts with a 100-year perspective. Unlike most American homes that…
Financial Planning
Roth IRA Conversion – Join the Party or Stay Home?
Roth IRA conversions are a hot topic for 2010. Many investors are heading straight for the punch bowl by converting all of…
8 Simple Ways You Can Green Up Your Everyday Finances (And Even Save Yourself Some Money)
Enroll in e-statements. Aside from reducing paper waste, opting to…
Top 7 Financial Things to Review Today!
With so much economic news to consider these days,…
Sustainable Finance
2010 Investor Summit on Climate Risk – Update
January 14, 2010 – United Nations Headquarters, NY - global financial leaders gathered to address climate risk concerns and how they impact…
Earth Day Guide to Alternative Energy ETF’s
As it’s Earth Day, it only seems fitting to review…
United Nations – Investor Summit on Climate Risk
On January 14th, Caledonia was proud to be part of…
Has Peak Oil Come and Gone?
Global energy is back in the spotlight, with good reason. …
More Articles
Brazil & Chile Present Investor Opportunity – Part 1
As developed global markets struggle to extract themselves from the ‘great recession’, investor attention is often directed to other parts of the global economy in an effort to find other opportunities. A good amount of that focus has landed squarely on the shoulders of Brazil,…
Shorting the 20yr+ Treasury is this Fund Manager’s Highest Conviction Idea
Click here to read the full interview on Seeking Alpha SeekIng Alpha (SA): In your portfolios currently, how are you allocating among different asset classes? David McMillan (DM): At the beginning of 2009 our biggest concerns came from a number of directions. We wanted to…
2010 Economic Outlook
With 2010 now officially upon us, we turn our attention to what the rest of the year has in store for us. The investment world has been full of surprises over the past 12 months and it will be interesting to see how things unfold…