san francisco

Sustainvest 2nd Quarter 2015 Newsletter

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

Are Your Investment Advisor’s Fees Going to Coal Mining?

If you currently have an account with one of the large brokerage firms out there like Morgan Stanley or Chase, you may  think, “oh well my small amount of assets can’t amount to these companies doing harm to the planet”. Well, think again. These same companies offering you free golf balls and “unbiased” investment advice 

Sustainvest 3rd Quarter Newsletter

As we enter the home stretch of 2014, we can at least say that it has been a somewhat “boring” market quarter, but sometimes boring is better than the alternative. For the 3rd quarter, the S&P 500 was flat with a .6% increase. The Dow Jones was up 1.3% and the NASDAQ up 1.9%. For

3 Coffee Talk Items With Your Investment Advisor

Let’s face it; investment management isn’t a business that many think of dearly when discussed. It’s evident when you open the newspaper that there are some advisors out there who are making some very poor decisions and being locked away for doing so. But, of course, there are others who are doing it the “right