When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

What Is Sustainable Investing?

I was recently asked "What is the difference between Socially Responsible Investing (SRI); Social, Environmental and Governance Investing (ESG Investing), and Impact investing?". The market for SRI, ESG or Impact investing has grown over the decades based on research conducted by the firm Kinder, Lydenberg, Domini. Numerous Exchange Traded Funds (ETFs) and mutual funds are available to the retail investor today.

My friends at Oppenheimer put together a 2-page piece that does a great job in clarifying the subtle differences between each of these categories. The plain English explanations and charts make it easy to understand.

If you would like to find out more about investing in line with your values, give me a call at (510) 655-7090 or complete the form below to get a copy of the article.

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M. Benay Curtis-Bauer

510-655-7090

When Do You Need a Will?

Related Content

Four Reasons Millennials Need an Estate Strategy

Investing for Impact

Silver Sneakers 101

Office:	510-655-7090
Office:	925.944.9644