401k

Keeping Up With The Kardash…I Mean Sustainable Funds

Tricked ya! Well, as opposed to worrying about what Kim is wearing for next Christmas, instead, spend 3 minutes of your day reading about what you can do to help save the world from climate change.  As record heat waves and droughts rattle the nerves, the market for ESG and sustainable investing continues to grow.  […]

Retiring Soon? Here’s Some Pointers.

  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

5 Tips to be a Sustainable Investor in 2020

  As the markets go through their ups and downs this quarter, this may be a good time to see how sustainable your portfolio looks.  Risk management becomes prudent at this point and adding an ESG (Environmental, Social and Governance) screen to your IRA or 401k is an added step to screen for outside risks.

Socking Away the Right Amount in your 401k?

Life moves by quickly and saving for the “golden” years sometimes gets pushed aside. As summer approaches and you sit on that beach in Sonoma County or along the San Francisco Bay, perhaps a quick “to do” or call to your financial advisor is to figure out if you are contributing enough into your retirement

Sitting on That Concentrated Stock Position?

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

Come On Skechers! CA Mandates Women on Your Board

If half of the world population consists of women, one would think that having this demographic being represented on a company’s board would just be sound business. Right? However, in 2018, a fourth of publicly held corporations with headquarters in California don’t have any women on their boards of directors. This soon will change. California

Inherited IRAs: What to do with Them?

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

I Don’t Like K-Cups. So I Did Something About It.

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