In today’s world we have access to a plethora of information at our fingertips. With a click of a button we can get answers to any question. What’s that rash on my arm? Click a… Read More »Top 5 Reasons To Use A Financial Advisor
You’ve been notified Swell Investing is closing, here’s what you can do. As of August 30th, Swell Investing is closing down and while your investments and money are safe, if you don’t withdraw your money… Read More »Your Swell Investing Account Closing, What Are Your Options?
Life moves by quickly and saving for the “golden” years sometimes gets pushed aside. As summer approaches and you sit on that beach in Sonoma County or along the San Francisco Bay, perhaps a quick… Read More »Socking Away the Right Amount in your 401k?
Stop by shared workspace Work Petaluma this Friday! As tales of weather catastrophes are splattered across our news daily, one has to question whether or not Wall Street is watching as well. They sure are.… Read More »Climate Change Chat: What Wall Street is Thinking
Sitting on that concentrated stock position? Here at Sustainvest, we occasionally come across clients who are sitting on a large holding of a stock. Simply stated, a concentrated stock position is if you hold more… Read More »Sitting on That Concentrated Stock Position?
If half of the world population consists of women, one would think that having this demographic being represented on a company’s board would just be sound business. Right? However, in 2018, a fourth of publicly… Read More »Come On Skechers! CA Mandates Women on Your Board
As investors working for companies, one may be entitled to invest into a 401k or 403b plan. Welcome to the club. You are part of about $5.3 trillion in assets with others out there who… Read More »Inherited IRAs: What to do with Them?
Rejected by Apple and SEC! Months ago, we submitted a proposal to Apple Inc. and have been speaking with their lead attorney. Our proposal was asking them to have some public disclosure on how they… Read More »Shareholder Activism Update
I have removed gun manufacturers from my portfolio, have you? As the death toll continues to rise from the recent Las Vegas mass shooting, we all should hold our children and loved ones that much… Read More »Assault Rifles: Mass Shooting Needs Mass Divestment
ARTICLE BY BILL SWINDELL @ THE PRESS DEMOCRAT | May 21, 2017 Dale Wannen isn’t your typical investment adviser: His goal is to get his clients to see green both in their wallets and in… Read More »For Petaluma Investment Adviser, Going Green is for Environment as Well as Portfolio
