Sep 9, 2015 | Uncategorized
Is it Time to Review Your Own Energy Investments? In August the LA Times reported over $5 billion lost between CalPERS and CalSTRS respective portfolios due to the recent fall in oil and gas companies’ stock prices. A spokesperson from the investment firm which led...
Aug 15, 2015 | Uncategorized
We can imagine a time when our grandkids might say, ‘You mean you knowingly invested in companies that were polluting or using sweatshop labor?’ If you haven’t already moved your portfolio, here are THREE REASONS NOW’S THE TIME to consider Sustainable,...
Jul 31, 2015 | Uncategorized
During her acceptance speech at the 2015 Academy Awards, actress Patricia Arquette spoke to the continued discrepancy in pay between Hollywood’s males and females. The move was likely spurred by the Sony hack of 2014 where confidential documents revealed stark...
Jun 29, 2015 | Uncategorized
Sierra Club San Diego is hosting a series of workshops featuring guest speaker Shane Yonston, Principal Advisor at Impact Investors, in order to educate the local environmental group’s 10,000+ members on the topic of Sustainable, Responsible, Impact Investing, or SRI....
Mar 31, 2015 | Uncategorized
New Firm = New Opportunities. Fidelity’s brokerage platform rivals major competitor when it comes to ImpactInvestors. After many hours of research this past quarter, we’ve determined that Fidelity’s brokerage platform for professional advisors, National Financial...