It’s that time of the year when the procrastinators come out of the investing woodwork and need to make an IRA contribution. Well, you slowpokes, you still have some time and we will keep this… Read More »Procrastinators…Get Those IRA Contributions In
As we all just sat in our living rooms zoom chatting away these past few years due to a global pandemic, the virtual world became the real world. This may just be the beginning. Enter… Read More »What is this Metaverse Everyone is Talking About?
In this 1 minute video below, Sustainvest’s founder Dale Wannen wanted to clarify what it is to be an independent investment advisor versus a non-indy. Lets start with old Bernie Madoff as his story always… Read More »Is Your Advisor the Next Bernie Madoff?
Tricked ya! Well, as opposed to worrying about what Kim is wearing for next Christmas, instead, spend 3 minutes of your day reading about what you can do to help save the world from climate… Read More »Keeping Up With The Kardash…I Mean Sustainable Funds
Pandemic Got You Feeling Retired? Now…What’s a 401(k) Rollover and Name 3 Reasons Why I Should Do It?
Well, that job’s history . Frustrated by 7:00am Zoom calls and staring at a computer all day may have pushed some to say, “life is short” and call it quits early. And who blames them. … Read More »Pandemic Got You Feeling Retired? Now…What’s a 401(k) Rollover and Name 3 Reasons Why I Should Do It?
While driving around town the other day, in a small one block section, I counted 4 Tesla’s (3 stopped at a red light and one parked) and it occurred to me…it’s happening. Tesla’s are becoming… Read More »We Know Tesla. What About Other EVs and Their Stock
At this point, there is NO denying it. Sustainability is now a word we hear almost as much as we hear Zoom or Pandemic or english royal drama. It even ranked #10 most popular behind… Read More »SDGs and Investing: This Isn’t Some Tiktok Acronym