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?
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?
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
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…”
It is amazing to us. We run across client investment portfolio statements and there it is smack in your face-a Morgan Stanley account with all of the holdings in Morgan Stanley mutual funds! The next… Read More »Your Advisor May be Double-Dipping You
More than $40 trillion will pass between generations by the year 2055 according to the Center on Wealth and Philanthropy (CWP) at Boston College. That’s a whole lot of hard-earned cash. For many baby boomers… Read More »Thanks Granny. Now What?
Let’s face it; investment management isn’t a business that many think of dearly when discussed. It’s evident when you open the newspaper that there are some advisors out there who are making some very poor… Read More »3 Coffee Talk Items With Your Investment Advisor