sustainvest

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 1st Quarter 2014 Newsletter

Includes: Car Seat Karma The Boom and Inherited IRAs Sustainvest Takes on $35 Billion Pharma Company Non-Profit of the Quarter-COTS Spring has sprung (for most of us) as we enter the 2nd quarter of the year.  Companies are sifting through profit and loss statements with corporate earnings announcements due soon which should prove interesting in

Sustainvest 3rd Quarter Newsletter!

The 3rd quarter has quickly passed and soon enough, us Northern Californians will be able to bask in the heat of another few months of summer. It seems as if the market wants to hold on to its own pleasant weather as the equity markets continue their move in positive territory.  This 3rd quarter saw

Is Your Portfolio Melting the Polar Caps?

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

How to File a Shareholder Resolution All By Yourself!

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

Quarterly Newsletter!

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