With life passing by and elders leaving behind estates, many beneficiaries of large portfolios are left with newly found assets and with that, perhaps large taxable gains. After feeling very fortunate for their financial gains,… Read More »What the DAF?
In this 1 minute video below, Sustainvest’s founder Dale Wannen wanted to clarify what it is to be an independent investment advisor versus a non-indy. Lets start with old Bernie Madoff as his story always… Read More »Is Your Advisor the Next Bernie Madoff?
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… Read More »5 Tips to be a Sustainable Investor in 2020
Stop by shared workspace Work Petaluma this Friday! As tales of weather catastrophes are splattered across our news daily, one has to question whether or not Wall Street is watching as well. They sure are.… Read More »Climate Change Chat: What Wall Street is Thinking
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… Read More »Come On Skechers! CA Mandates Women on Your Board
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… Read More »Inherited IRAs: What to do with Them?
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… Read More »I Don’t Like K-Cups. So I Did Something About It.
The first half of 2016 has come and gone and it sure hasn’t been boring. Well, that all depends on what asset classes we are talking about. This year has really helped us realize how important being diversified across asset classes… Read More »Comfy Chairs, Foundations’ Steps to SRI, and Divest-Invest…and more…Sustainvest Q2 News…
Sustainvest Asset Management 1st Quarter 2016 Newsletter. Enjoy… Sustainvest 1stQ 2016 Newsletter (1) (1)
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… Read More »Your Portfolio’s Naughty and Nice List of 2014