Climate Change Chat: What Wall Street is Thinking
Stop by shared workspace Work Petaluma this Friday! As tales of weather catastrophes are splattered across our news daily, one has to …
Sitting on That Concentrated Stock Position?
Sitting on that concentrated stock position? Here at Sustainvest, we occasionally come across clients who are sitting on a large holding of …
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 …
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 …
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. …
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 …