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...
Feb 18, 2015 | Uncategorized
The Divestment Movement of the Century? Four panelists, leaders in their fields, talk about the push toward a clean economy. Their efforts include implementing local legislation, pushing CalPERS to divest from fossil fuels, challenging corporate boards of oil...
Jan 22, 2015 | Uncategorized
The potential health-care costs during retirement can seem pretty daunting, but don’t despair. According to a Fidelity Investments study, a 65-year-old couple in 2014 would have needed $220,000 to cover health-care costs during the course of their retirement,...
