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
Congrats Elon. Well, not really but…in light of the recent news that Tesla CEO Elon Musk earned the first portion of an incentive-based stock payout which is comprised of 1.7 million shares of Tesla valued… Read More »Making $13,750 an hour? Not too Shabby, But Isn’t it a Bit Much?
Well, here we are. Hope you and yours are well during these times. To those nurses, law enforcement, cashiers and delivery drivers out there, thanks for what you are doing. I think we are all… Read More »Investing in This Changed World: Technology Sector is the New Staple
As the markets go through their ups and downs this quarter, this may be a good time to see how sustainable your portfolio looks. Risk management becomes prudent at this point and adding an ESG… Read More »5 Tips to be a Sustainable Investor in 2020