petaluma investment advisor

How to File a Shareholder Resolution All By Yourself!

July 22, 2013March 2, 2020

I will be giving an informal chat on How to be an Activist Shareholder this Thursday the 25th at Lydia’s Sunflower Center at 6:30pm. If you’re interested in learning about socially and environmentally conscious investing… Read More »How to File a Shareholder Resolution All By Yourself!

Quarterly Newsletter!

July 9, 2013March 2, 2020

2nd quarter 2013 The Economy With temperatures unfamiliarly hitting 100 degrees here in Northern California to end the quarter, it’s safe to say that the weather is a bit hotter than the past few week’s… Read More »Quarterly Newsletter!