Publisher: Precocity Press

“Thanks for the Precocity Press team who guided me along the way. From book coach Sara Volle for keeping me inspired to editor Brenda Lange and Victoria Brock for finding all those typos, to publisher Susan Shankin at Precocity Press for listening to all the rookie questions I had and Darcy Hughes with Dream Book Marketing.”

Award
Living Now Book Awards: Bronze – Green Living – Alternative Energy, Conservation, Gardening

Demystifying the Wild West of Sustainable Investing

Get ready to laugh your way to the bank with an insider’s tour de force through the world of sustainable investing. In this page-turner, seasoned wealth manager Dale Wannen offers practical advice as he cuts through the nonsense and noise of an industry riddled with clowns and other shady characters.

Wannen recounts his early career full of chain-smoking bankers, greedy insurance salesmen, and drunk cold-calling. He managed to run away from this circus to carve his own path and point the way forward to a better way to grow your nest egg. With well-researched examples and methodology, “Don’t Feed the Clowns” shows you how it’s possible to make money and save the planet and have a lot of fun while doing it.

In this useful guide the author explores:Whether you’re just getting started or looking to better align your portfolio with your values, this book is for anyone curious about investing with the environment in mind.

Get ready to laugh your way to the bank with an insider’s tour de force through the world of sustainable investing. In this page-turner, seasoned wealth manager Dale Wannen offers practical advice as he cuts through the nonsense and noise of an industry riddled with clowns and other shady characters.

Wannen recounts his early career full of chain-smoking bankers, greedy insurance salesmen, and drunk cold-calling. He managed to run away from this circus to carve his own path and point the way forward to a better way to grow your nest egg. With well-researched examples and methodology, “Don’t Feed the Clowns” shows you how it’s possible to make money and save the planet and have a lot of fun while doing it.

In this useful guide the author explores:

  • How to invest sustainably using environment, social and governance (ESG) screens
  • Figuring out how to invest based on your risk profile and timeline
  • The art of shareholder activism and how to file your own proposal
  • Impact investing and going beyond stocks and bonds
  • Renewable energy and how it may fit your portfolio
  • Investing as sustainably as one can into Cryptocurrencies, the EV movement and the Metaverse
  • Bonus: How to Invest in each decade of your life and a list of the largest sustainably screened mutual funds and ETFs

Whether you’re just getting started or looking to better align your portfolio with your values, this book is for anyone curious about investing with the environment in mind.

Don't Feed the Clowns