NEWSLETTERS
2023
Q1 2023 (Big Oil Going Green?, What the DAF?, Political Jabronies, and Dale Wrote a Book!)
2022
Q4 2022 (Oh Snap ESG, Sector Who?, and As You Sow Faces 401ks)
Q3 2022 (Robot Friends, Retiring Soon Pointers, and Green 529s)
Q1 2022 (Pack This, Inherited IRA Confusion, and Crypto Needs Some Susty)
2021
Q4 2021 (2021 Market Recap, Buses Gone EV!?, 401k Contribution Changes and Investing in Organic Farming)
Q3 2021 (New Gas Station in Town, Metaverse What?, Bonds Gone Blue)
Q1 2021 (Swedish Sustainable Clothing, 501c3 and ESG, and Calvert Impact Note)
2020
Q4 2020 (Tighty Whities and Susty, Ways to Invest in Bitcoin and SPAC What?)
Q3 2020 (Danaher Who?, Interest vs Dividends, and Tech Companies Pony Up for Climate)
Q2 2020 (Social Issue Champ Nvidia, Retiring Soon Pointers, Remote Work Saving Planet)
Q1 2020 (Venmo Everywhere, Changes to RMDs for IRAs and SRI Continued Inflows)
2019
Q4 2019 (Real Estate and Susty, Tips for a Healthy Financial 2020 and Stocks Big Brother, Bonds)
Q3 2019 (Pea Burgers, Investing in Cannabis the Goldilocks Way and Thank you Greta)
Q2 2019 (Ball Corp and Cans of Beer, 3 Errs of Retirement Spend, Sustainfolio Launch!, and Climate Data)
Q1 2019 (Green Dungarees, 401k Changes and is Your Parent’s IRA in Oil?)
2018
Q4 2018 (Solar Airplanes, How to Gift that Netflix Stock and Impact Note Investing)
Q3 2018 (Old Bay Gone Green, To Convert your IRA or Not, and Companies with NO Women on the Board!?)
Q2 2018 (RV Gone EV!?, Non-Profits Putting Their Money Where Their Mission Is and Good Work Big Apple!)
Q1 2018 (Retirement Money Musts, Water Innovates, and Goodbye Gun Stocks)
2017
Q4 2017 (Marijuana Investing, Gender Indexes, and Sustainable College Savings Plans)
Q3 2017 (Assault Rifles Need Divestment, Apple Inc. and Air Conditioning and Let’s Be Fossil Free)
Q2 2017 (Fiduciary is Good, Small Activist May Get the Boot and Applauding Morningstar)
Q1 2017 (Get a Financial Plan, Proxy Preview!, and Pointing Fingers at Bad Banks)
2016
Q4 2016 (What the DAF? and Stopping K-Cups at Dunkin Brands)
Q3 2016 (Soy Milk Goes Danone, What are Green Bonds, and Is your Mutual Fund Evil?)
Q2 2016 ($500 Workchair?!, Foundations Steps to SRI, and BioMarin Faces Sustainvest Proposal)
Q1 2016 (Algae to Save the World, What is a SEP IRA, and Tesla’s Model 3 Makes a Jolt)