Sitting on That Concentrated Stock Position?
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 […]
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Come On Skechers! CA Mandates Women on Your Board
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 […]
For Petaluma Investment Adviser, Going Green is for Environment as Well as Portfolio
ARTICLE BY BILL SWINDELL @ THE PRESS DEMOCRAT | May 21, 2017 Dale Wannen isn’t your typical investment adviser: His goal is to get his clients to see green both […]
I Don’t Like K-Cups. So I Did Something About It.
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 […]
2017: A New Era, What the DAF? and How We Are Trying to Stop K-Cups at Dunkin Donuts
In a year when virtual reality was all the craze sending people searching for Pokémon “things”, actual reality became quite the surprise as Americans watched the results of the Presidential […]
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 […]
Sustainvest 4th Quarter 2015 Newsletter…”Au Toilette and Donuts…”
What do toilets and donuts have to do with each other? Sustainvest recently introduced a resolution that addresses the current drought situation and the fast growing donut chain. Dunkin Brands […]
Sustainvest’s Annual Naughty and Nice List
As we all start to scuffle around town, buying BPA-free plastic presents and organic GMO-free liquor infused egg nog, Sustainvest thinks it’s an ideal time to list our top 4 […]
Sustainvest 4th Quarter Newsletter
Happy 2015! Well, what a year it’s been. The bull market of 2014 really never took a chance to relax with corporations continuing to reign in revenues. The scary thing […]
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 […]