With life passing by and elders leaving behind estates, many beneficiaries of large portfolios are left with newly found assets and with that, perhaps large taxable gains. After feeling very fortunate for their financial gains, many investors may start to look for ways to “push off” significant capital gains. Though one could just gift away […]
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
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.
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
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
When one thinks of shareholder activism, the image of Carl Icahn and his ability to take over companies with his billions of dollars comes to mind. But on the other end of the spectrum is the concept of shareholder advocacy, where small shareholders of publicly traded companies ask firms to make some changes when it
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)
As most of us rush to get our holiday shopping done over the next several weeks (or chose to do so while sitting with our tablets at the kitchen table), we will be checking off our lists of who has been naughty or nice. You know who you are! One item to possibly check off
