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
I have removed gun manufacturers from my portfolio, have you? As the death toll continues to rise from the recent Las Vegas mass shooting, we all should hold our children and loved ones that much… Read More »Assault Rifles: Mass Shooting Needs Mass Divestment
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 in their wallets and in… Read More »For Petaluma Investment Adviser, Going Green is for Environment as Well as Portfolio
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.
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 election. The big 3 items… Read More »2017: A New Era, What the DAF? and How We Are Trying to Stop K-Cups at Dunkin Donuts
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 of Brexit and the rather… Read More »Sustainvest Annual Naughty and Nice List 2016
As we enter the holiday season, our more cheery and considerate sides most likely start to show (for most of us that is). We start wearing our festive sweaters and think about next year. In… Read More »5 Tips to be a More Sustainable Investor
Sustainvest Asset Management 1st Quarter 2016 Newsletter. Enjoy… Sustainvest 1stQ 2016 Newsletter (1) (1)
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 (DNKN) plans to double the… Read More »Sustainvest 4th Quarter 2015 Newsletter…”Au Toilette and Donuts…”