I am a lister. I make lists for everything from places to travel each year to what is needed for the next trip to the hardware store to where my life will be in 20 years. So, with all the talk that Artificial Intelligence (AI) is going to completely metamorphosize our lives as we all […]
In this 1 minute video below, Sustainvest’s founder Dale Wannen wanted to clarify what it is to be an independent investment advisor versus a non-indy. Lets start with old Bernie Madoff as his story always ranks high in all of our Netlix Top 10’s. As most of us know, Bernie Madoff was the infamous ponzi
Tricked ya! Well, as opposed to worrying about what Kim is wearing for next Christmas, instead, spend 3 minutes of your day reading about what you can do to help save the world from climate change. As record heat waves and droughts rattle the nerves, the market for ESG and sustainable investing continues to grow.
As the markets go through their ups and downs this quarter, this may be a good time to see how sustainable your portfolio looks. Risk management becomes prudent at this point and adding an ESG (Environmental, Social and Governance) screen to your IRA or 401k is an added step to screen for outside risks.
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
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 in their wallets and in their investment portfolios. Wannen operates Sustainvest Asset Management, a Petaluma-based investment advisory firm focused on investing in responsible, sustainable businesses.
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 that may see some tweaking include tax reform, regulatory rollbacks, and health care changes. The effects of this will most
With the close of 2016 approaching, it’s that time again where we can sit back and think about what an “interesting” year it has been. In fact, just the news of Brexit and the rather surprising US election results would have been plenty to sit and ponder over some spiked egg nog. Regardless, below is
