Socking Away the Right Amount in your 401k?
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 […]
Investing
Come On Skechers! CA Mandates Women on Your Board
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 […]
Inherited IRAs: What to do with Them?
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 […]
Assault Rifles: Mass Shooting Needs Mass Divestment
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 […]
For Petaluma Investment Adviser, Going Green is for Environment as Well as Portfolio
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 […]
5 Tips to be a More Sustainable Investor
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 […]
Is Your Portfolio Melting the Polar Caps?
Ok, so climate change is happening. Scientists (yes, those who acquire knowledge) have told us that the earth has warmed 0.8 percent since the late 1800s. They have also reported […]