Tricked ya! Well, as opposed to worrying about what Kim is wearing for next Christmas, instead, spend 3 minutes of your day reading about what you can do to help save the world from climate… Read More »Keeping Up With The Kardash…I Mean Sustainable Funds
We currently may not been able to go to a local restaurant for that cold beer or pound the weights at the gym but one thing that you can still do is make an IRA… Read More »Rules for Setting Up That IRA Account
Congrats Elon. Well, not really but…in light of the recent news that Tesla CEO Elon Musk earned the first portion of an incentive-based stock payout which is comprised of 1.7 million shares of Tesla valued… Read More »Making $13,750 an hour? Not too Shabby, But Isn’t it a Bit Much?
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
Life moves by quickly and saving for the “golden” years sometimes gets pushed aside. As summer approaches and you sit on that beach in Sonoma County or along the San Francisco Bay, perhaps a quick… Read More »Socking Away the Right Amount in your 401k?
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
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
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?
Rejected by Apple and SEC! Months ago, we submitted a proposal to Apple Inc. and have been speaking with their lead attorney. Our proposal was asking them to have some public disclosure on how they… Read More »Shareholder Activism Update