Come On Skechers! CA Mandates Women on Your Board
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 […]
Inherited IRAs: What to do with Them?
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 […]
Shareholder Activism Update
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 […]
Assault Rifles: Mass Shooting Needs Mass Divestment
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 […]
For Petaluma Investment Adviser, Going Green is for Environment as Well as Portfolio
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 […]
I Don’t Like K-Cups. So I Did Something About It.
When one thinks of shareholder activism, the image of Carl Icahn and his ability to take over companies with his billions of dollars comes to mind. But on the other […]
Sustainvest Invited to Speak at Sustainable Enterprise Conference 2017
Upcoming Sustainable Enterprise Conference, in it’s 12th year, has been an annual go to gathering for sustainably-minded folk in the North Bay. Sustainvest founder, Dale Wannen, is privileged to have […]
2017: A New Era, What the DAF? and How We Are Trying to Stop K-Cups at Dunkin Donuts
In a year when virtual reality was all the craze sending people searching for Pokémon “things”, actual reality became quite the surprise as Americans watched the results of the Presidential […]
Sustainvest Annual Naughty and Nice List 2016
With the close of 2016 approaching, it’s that time again where we can sit back and think about what an “interesting” year it has been. In fact, just the news […]
5 Tips to be a More Sustainable Investor
As we enter the holiday season, our more cheery and considerate sides most likely start to show (for most of us that is). We start wearing our festive sweaters and […]