As we enter the home stretch of 2014, we can at least say that it has been a somewhat “boring” market quarter, but sometimes boring is better than the alternative. For the 3rd quarter, the S&P 500 was flat with a .6% increase. The Dow Jones was up 1.3% and the NASDAQ up 1.9%. For […]
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
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
Sustainvest Asset Management is an investment advisor based in Jersey shore town of Linwood, NJ. The firm is focused on sustainable and responsible investing helping clients align their values with their portfolio. The firm was founded in 2013.
199 New Road, Central Square, Suite 42B Linwood, NJ 08221
(707) 766-9480
(609) 904-6028
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