While driving around town the other day, in a small one block section, I counted 4 Tesla’s (3 stopped at a red light and one parked) and it occurred to me…it’s happening. Tesla’s are becoming the new Toyota Camry of the 2020s. Did you know that the Toyota Camry is the best-selling car every year in […]
At this point, there is NO denying it. Sustainability is now a word we hear almost as much as we hear Zoom or Pandemic or english royal drama. It even ranked #10 most popular behind “Trade War” in 2020. And rightfully so, as the realization of climate change hits all parts of the world, from
We currently may not been able to go to a local restaurant for that cold beer or pound the weights at the gym but one thing that you can still do is make an IRA contribution! As January has quickly passed during these stay at home Covid days, it’s not too late to reduce your
So with workers telecommuting and life throwing all it can at us these days, many out there may be starting to think about simply retiring. Why go back to work if you have saved a bit and there is the possibility that you can do what you want instead of heading to that 9
Congrats Elon. Well, not really but…in light of the recent news that Tesla CEO Elon Musk earned the first portion of an incentive-based stock payout which is comprised of 1.7 million shares of Tesla valued at about $775 million, perhaps now is an opportune time to discuss CEO pay versus the average employee and something
Well, here we are. Hope you and yours are well during these times. To those nurses, law enforcement, cashiers and delivery drivers out there, thanks for what you are doing. I think we are all amazed by how quickly our lives have been turned upside down. Though first and foremost we are all concerned about
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 than 10% of your investment portfolio in one stock. And this means stock, like Apple or Google or Zynga (remember
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 also hold a retirement plan at work. This represents about 20% of the $27.9 trillion in US retirement assets. In
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 handle climate control at their 400 retail locations throughout the world. More specifically, it was asking about their policy when
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 the concept of shareholder advocacy, where small shareholders of publicly traded companies ask firms to make some changes when it
