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 line with this, we may start to look at our bank or investment accounts and start to fall back into […]
The first half of 2016 has come and gone and it sure hasn’t been boring. Well, that all depends on what asset classes we are talking about. This year has really helped us realize how important being diversified across asset classes can be. It also tells us to keep a long term perspective when CNBC flashes Brexit news 24/7. It was a winning quarter
Sustainvest Asset Management 1st Quarter 2016 Newsletter. Enjoy… Sustainvest 1stQ 2016 Newsletter (1) (1)
Panel Discussion and Reception: Sustainable and Responsible Investing When: Thursday, April 21st 5:30-7:00 Where: 822 5th Street, Santa Rosa Many of us have made the decision to live a more sustainable and climate positive life. We drive electric vehicles and have installed solar panels on our rooftops. But what about our investment dollars? Are they
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 number of U.S. stores to about 15,000 from a base of 7,000 now. Most of these stores will be on
As we all start to scuffle around town, buying BPA-free plastic presents and organic GMO-free liquor infused egg nog, Sustainvest thinks it’s an ideal time to list our top 4 naughty and top 4 nice corporate/investment entities (or people) of 2015. This should help bring up some lively family discussions around the holiday dinner table.
Uncle Sam will soon have his hand out. Year-end is a great time to give your portfolio a checkup. Consider these tax-smart strategies to help boost your after-tax returns. Harvest losses. No one likes a losing investment but at tax time, they can be blessings in disguise. You can use capital losses to offset taxable
The last time the Fed raised interest rates in June 2006, Facebook had one-tenth the users of Myspace and James Blunt’s You’re Beautiful was at the top of the song charts. Seems like a long time ago. If we go beyond 2006, recently Bank of England chief economist Andy Haldane found when he went digging
The California poppies are in full bloom and that 101 rush hour traffic seems to have slowed slightly which means one thing–summer is upon us! As the warmer months progress, market volume tends to slow. That being said, Sustainvest will be keeping an eye on a plethora of issues that could move this market. First–last
In the world of Sustainable and Responsible Investing or SRI, acronyms get thrown around quite a bit. When it comes to investing in companies that are addressing sustainability, the process of searching for quality companies is called ESG Screening. The ESG stands for Environmental, Social and Governance. FYI! We often get the question, “Well, does
