It’s that time of the year when the procrastinators come out of the investing woodwork and need to make an IRA contribution. Well, you slowpokes, you still have some time and we will keep this… Read More »Procrastinators…Get Those IRA Contributions In
As we all just sat in our living rooms zoom chatting away these past few years due to a global pandemic, the virtual world became the real world. This may just be the beginning. Enter… Read More »What is this Metaverse Everyone is Talking About?
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… Read More »Sitting on That Concentrated Stock Position?
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
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.
Uncle Sam will soon have his hand out. Year-end is a great time to give your portfolio a checkup. Consider these tax-smart strategies to help boost your after-tax returns. Harvest losses. No one likes a… Read More »Uncle Sam is Coming Knocking: Year End Tax Tips for 2015