What is Socially Responsible Investing?

Social investors recognize that every financial transaction has social implications as well as monetary ones. While traditional investing is aimed exclusively at maximizing financial value, social investing takes account of both financial and social bottom lines. Socially responsible investing can be a catalyst for positive social change or merely a way to help the investor sleep better at night. See our services »

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News & Blog

Proxy Help Is On The Way!

March 25, 2014

April is the cruelest month, wrote T.S. Eliot, and he didn’t even have to deal with an influx of corporate proxy ballots, guiltily cluttering his in-box and begging to be voted in time for their respective stockholder meetings. 

As we transition to having clients’ proxies voted by an outsourced firm, Clean Yield clients should face fewer ballots in the mail this year than in previous ones. But sadly, because multiple parties are involved in the back end of this process, we can make no guarantees. As always, our clients can call us for guidance on proxies at (802) 526-2525, or to request another copy of the transition forms if needed.

For those of you feeling intrepid, however, here are a few helpful resources for voting proxies.  Read more »

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The Clean Yield Newsletter Now Online

March 24, 2014

With this issue, The Clean Yield turns – holy mackerel! – thirty years old. It refused a cake, insisting it just wanted to be read. Volume 30, Number 1 features articles on the 2014 farm bill, how Clean Yield keeps client information safe and private, the 6-month old Rian Fried Center for Sustainable Agriculture and Food Systems at Sterling College, and company profiles of Intuit and United Therapeutics.

You can view the newsletter — now indisputably an adult but still living at home – here or download it as a PDF.

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Company Profiles

Life-Sustaining Products for Women: United Therapeutics (UTHR)

March 5, 2014

United Therapeutics is one of a small number of profitable companies in the fast-growing biopharmaceuticals industry. The company focuses primarily on products for patients with pulmonary arterial hypertension (PAH), a rare cardiovascular condition marked by high blood pressure in the arteries of the lungs. The arteries shrink, limiting blood flow and forcing the heart to work harder. Over time, the disease weakens and enlarges the heart, causing shortness of breath and fainting. The average patient lives only five to seven years after diagnosis. There is no cure for PAH, which primarily afflicts young women.

Martine Rothblatt, the CEO and co-founder of UTHR, had a daughter who developed PAH. The condition had been considered untreatable, but she set out to find a treatment. UTHR was founded for this purpose and has prospered while improving the treatment of the disease.  Read more »

More Than Just TurboTax: Intuit (INTU)

March 5, 2014

The U.S. Tax Code seems to get more complicated every year.  Thanks to TurboTax® tax preparation software, however, it is far less daunting to individual and small businesses who file their own tax returns. 

TurboTax® is owned by Intuit, whose products and services are intended to solve financial problems and help to simplify lives.  The company was founded in 1983, when it launched its Quicken® personal finance software, the #1-selling product for balancing checkbooks, managing budgets, and paying bills. Though many banks now offer online bill payment, Quicken® remains quite popular. TurboTax® and Quicken® are Intuit’s primary products for individuals. 

The QuickBooks® product helps small businesses with bookkeeping, billing, and payroll activities. Intuit also provides accounting, tax, and practice management solutions to accountants. Intuit estimates that it works with one in six small businesses in the U.S. Read more »