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
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
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
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
The divestment train has left the station. It’s hard to pass a headline that doesn’t include the words ‘divestment’ and ‘foundation’ in the same sentence these days. And rightfully so: As technology and innovation in renewables start to take hold, the good old boys at the coal mining and fossil fuel companies are starting to
