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
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
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 end of the spectrum is… Read More »I Don’t Like K-Cups. So I Did Something About It.
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 been asked to speak on… Read More »Sustainvest Invited to Speak at Sustainable Enterprise Conference 2017
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 election. The big 3 items… Read More »2017: A New Era, What the DAF? and How We Are Trying to Stop K-Cups at Dunkin Donuts
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 of Brexit and the rather… Read More »Sustainvest Annual Naughty and Nice List 2016