You have an Inheritance. 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 cash. For many baby boomers and generation Xers, this gift may actually feel like a burden rather than something […]
In today’s world we have access to a plethora of information at our fingertips. With a click of a button we can get answers to any question. What’s that rash on my arm? Click a button. The problem is, when it comes to investing, those answers aren’t always correct or the information is outdated. How
You’ve been notified Swell Investing is closing, here’s what you can do. As of August 30th, Swell Investing is closing down and while your investments and money are safe, if you don’t withdraw your money by August 30th, they will direct Folio Investments to sell your positions and disburse the balance of your account via
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 “to do” or call to your financial advisor is to figure out if you are contributing enough into your retirement
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. Dale Wannen, President of Petaluma-based Sustainvest Asset Management, an advisory firm focused on sustainable and responsible investing, will give us
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 than 10% of your investment portfolio in one stock. And this means stock, like Apple or Google or Zynga (remember
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 held corporations with headquarters in California don’t have any women on their boards of directors. This soon will change. California
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 also hold a retirement plan at work. This represents about 20% of the $27.9 trillion in US retirement assets. In
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 handle climate control at their 400 retail locations throughout the world. More specifically, it was asking about their policy when
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 closer. It is clear that something needs to be done to create rules and regulations that outlaw any use of
