Ok, you Gen Z’ers out there. TBH (to be honest), you just spent two hours on a Wednesday night watching Bella Poarch lip-sync “M to the B” on TikTok. Or… Read More »Three “Don’ts” When It Comes to Starting to Invest (with Gen Z slang)
In this 1 minute video below, Sustainvest’s founder Dale Wannen wanted to clarify what it is to be an independent investment advisor versus a non-indy. Lets start with old Bernie Madoff as… Read More »Is Your Advisor the Next Bernie Madoff?
As the markets go through their ups and downs this quarter, this may be a good time to see how sustainable your portfolio looks. Risk management becomes prudent at this… Read More »5 Tips to be a Sustainable Investor in 2020