Sustainvest 1st Quarter 2014 Newsletter

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 year.  Companies are sifting through profit and loss statements with corporate earnings announcements due soon which should prove interesting in the next few weeks.  The markets continue to simply bounce from day to day, with some of those days being fairly bumpy rides.  There are some reasons (chart below) to feel somewhat optimistic about where this roller coaster ride is headed including unemployment and manufacturing numbers. That being said, the S&P 500 ended the quarter up 1.3%, the tech heavy NASDAQ fared a bit worse ending up .5% and the 30 company Dow Jones Industrials was actually down .71%.

To continue click Sustainvest 1st quarter 2014 newsletter.

Sustainvest

Sustainvest Asset Management is an investment advisor based in Jersey shore town of Linwood, NJ  with a satellite office in Petaluma of Northern California. The firm is focused on sustainable and responsible investing helping clients align their values with their portfolio.  The firm was founded in 2013.  

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755 Baywood Drive, Petaluma CA 94954

199 New Road, Central Square, Suite 42B Linwood, NJ 08221

Phone

(707) 766-9480
(609) 904-6028

Email

info@sustainvest.com