More than $40 trillion will pass between generations by the year 2055 according to the Center on Wealth and Philanthropy (CWP) at Boston College. That’s a whole lot of hard-earned cash. For many baby boomers… Read More »Thanks Granny. Now What?
As the American soccer team clawed its way through this year’s World Cup in Brazil, the markets have slowly clawed their way to a solid first half performance. The S&P 500 ended the quarter up… Read More »Sustainvest 2nd Quarter Newsletter
Let’s face it; investment management isn’t a business that many think of dearly when discussed. It’s evident when you open the newspaper that there are some advisors out there who are making some very poor… Read More »3 Coffee Talk Items With Your Investment Advisor
Includes: Car Seat Karma The Boom and Inherited IRAs Sustainvest Takes on $35 Billion Pharma Company Non-Profit of the Quarter-COTS Spring has sprung (for most of us) as we enter the 2nd quarter of the… Read More »Sustainvest 1st Quarter 2014 Newsletter
Inside Economy Companies Committed Education: Risk vs Return Shareholder Activism Non-Profit of the Quarter Economy With 2013 behind us, let’s take a little time to digest and reflect back on the year and the 4th… Read More »Sustainvest 4th Quarter 2014 Newsletter
As we enter 2014, many of us are now pondering a new year’s resolution. Some of us may improve our diets by eating more of that organic rainbow chard or scrumptious kale while others may… Read More »Resolution 2014: To Healthy-Up My Investment Portfolio
The 3rd quarter has quickly passed and soon enough, us Northern Californians will be able to bask in the heat of another few months of summer. It seems as if the market wants to hold… Read More »Sustainvest 3rd Quarter Newsletter!
Ok, so climate change is happening. Scientists (yes, those who acquire knowledge) have told us that the earth has warmed 0.8 percent since the late 1800s. They have also reported that the concentration of carbon… Read More »Is Your Portfolio Melting the Polar Caps?
I will be giving an informal chat on How to be an Activist Shareholder this Thursday the 25th at Lydia’s Sunflower Center at 6:30pm. If you’re interested in learning about socially and environmentally conscious investing… Read More »How to File a Shareholder Resolution All By Yourself!
2nd quarter 2013 The Economy With temperatures unfamiliarly hitting 100 degrees here in Northern California to end the quarter, it’s safe to say that the weather is a bit hotter than the past few week’s… Read More »Quarterly Newsletter!