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 […]
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
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
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
As we enter 2014, many of us are now pondering a new year’s resolution. Some of us may improve our diets by eating more of that organic rainbow chard or scrumptious kale while others may consider getting up a little earlier to sweat it out at that 6:00am bootcamp or crossfit class. One resolution that
Ok, so climate change is happening. Scientists (yes, those who acquire knowledge) have told us that the earth has warmed 0.8 percent since the late 1800s. They have also reported that the concentration of carbon dioxide has gone from 280 parts per million in 1750 to over 400 parts in 2013. But what does this have
I will be giving an informal chat on How to be an Activist Shareholder this Thursday the 25th at Lydia’s Sunflower Center at 6:30pm. If you’re interested in learning about socially and environmentally conscious investing and what a “shareholder proposal” is and the history behind them and how to file one yourself then stop on
2nd quarter 2013 The Economy With temperatures unfamiliarly hitting 100 degrees here in Northern California to end the quarter, it’s safe to say that the weather is a bit hotter than the past few week’s market performance. That being said, this year’s performance is nothing to sneeze at. The close of this quarter marks the
What does it mean to be a “socially and environmentally conscious investor”? This phrase, along with “sustainable and responsible investor” or SRI is being heard from boardrooms to bedrooms and the true meaning of it continues to be misunderstood. Does it mean that I have to put all my money into some “impact” private equity
Hello Sustainvesters. Welcome to the blog of Sustainvest Asset Management, LLC. We will keep this first post short and sweet. We look forward to being able to make this blog part of your readings when it comes to the world of sustainable and responsible investing. We will bring a delightful mix of information whether it be on
