Well, that job’s history . Frustrated by 7:00am Zoom calls and staring at a computer all day may have pushed some to say, “life is short” and call it quits early. And who blames them. About 2.7 million Americans aged 55 or older are contemplating retirement years earlier than they’d imagined because of the pandemic, […]
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
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
What do toilets and donuts have to do with each other? Sustainvest recently introduced a resolution that addresses the current drought situation and the fast growing donut chain. Dunkin Brands (DNKN) plans to double the number of U.S. stores to about 15,000 from a base of 7,000 now. Most of these stores will be on
Uncle Sam will soon have his hand out. Year-end is a great time to give your portfolio a checkup. Consider these tax-smart strategies to help boost your after-tax returns. Harvest losses. No one likes a losing investment but at tax time, they can be blessings in disguise. You can use capital losses to offset taxable
The divestment train has left the station. It’s hard to pass a headline that doesn’t include the words ‘divestment’ and ‘foundation’ in the same sentence these days. And rightfully so: As technology and innovation in renewables start to take hold, the good old boys at the coal mining and fossil fuel companies are starting to
It is amazing to us. We run across client investment portfolio statements and there it is smack in your face-a Morgan Stanley account with all of the holdings in Morgan Stanley mutual funds! The next day, we see it again. An Ameriprise client with a 35% position in one Ameriprise mutual fund!?! Ever seen the
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 consider getting up a little earlier to sweat it out at that 6:00am bootcamp or crossfit class. One resolution that
