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 […]
wealth management
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 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 […]
Your Advisor May be Double-Dipping You
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 […]
Thanks Granny. Now What?
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 […]
3 Coffee Talk Items With Your Investment Advisor
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 […]