financial planning

Rules for Setting Up That IRA Account

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 […]

Sustainvest Annual Naughty and Nice List 2016

With the close of 2016 approaching, it’s that time again where we can sit back and think about what an “interesting” year it has been. In fact, just the news of Brexit and the rather surprising US election results would have been plenty to sit and ponder over some spiked egg nog.  Regardless, below is

Sustainvest 2nd Quarter 2015 Newsletter

The California poppies are in full bloom and that 101 rush hour traffic seems to have slowed slightly which means one thing–summer is upon us! As the warmer months progress, market volume tends to slow. That being said, Sustainvest will be keeping an eye on a plethora of issues that could move this market. First–last

Your Portfolio’s Naughty and Nice List of 2014

As most of us rush to get our holiday shopping done over the next several weeks (or chose to do so while sitting with our tablets at the kitchen table), we will be checking off our lists of who has been naughty or nice. You know who you are! One item to possibly check off

Big Endowments are Divesting. Are You?

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

Your Advisor May be Double-Dipping You

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

Thanks Granny. Now What?

More than $40 trillion will pass between generations by the year 2055 according to the Center on Wealth and Philanthropy (CWP) at Boston College. That’s a whole lot of hard-earned cash. For many baby boomers and generation Xers, this gift may actually feel like a burden rather than something to look forward to. Anxiety creeps

3 Coffee Talk Items With Your Investment Advisor

Let’s face it; investment management isn’t a business that many think of dearly when discussed. It’s evident when you open the newspaper that there are some advisors out there who are making some very poor decisions and being locked away for doing so. But, of course, there are others who are doing it the “right

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