Algae and SEPs and Tesla, Oh My…Sustainvest’s Q1 Newsletter…
Sustainvest Asset Management 1st Quarter 2016 Newsletter. Enjoy… Sustainvest 1stQ 2016 Newsletter (1) (1)
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Sustainvest 4th Quarter 2015 Newsletter…”Au Toilette and Donuts…”
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
Sustainvest 3rd Quarter 2015 Newsletter “Interest rates unchanged since MySpace had more users than Facebook…”
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
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 4th Quarter Newsletter
Happy 2015! Well, what a year it’s been. The bull market of 2014 really never took a chance to relax with corporations continuing to reign in revenues. The scary thing is pundits are calling for this beast to continue doing so into 2015. For the 4th quarter we saw gains over 4% in all 3
Big Endowments are Divesting. Are You?
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
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
Thanks Granny. Now What?
More than $40 trillion will pass between generations by the year 2055 according to the Center on Wealth and Philanthropy (CWP) at Boston College. That’s a whole lot of hard-earned cash. For many baby boomers and generation Xers, this gift may actually feel like a burden rather than something to look forward to. Anxiety creeps
Sustainvest 2nd Quarter Newsletter
As the American soccer team clawed its way through this year’s World Cup in Brazil, the markets have slowly clawed their way to a solid first half performance. The S&P 500 ended the quarter up 4.70%, the tech heavy NASDAQ fared better ending up 5.00% and the 30 company Dow Jones was up 2.20%. The
