Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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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

Dog Bites and Homeowners Insurance

Related Content

Filing Final Tax Returns for the Deceased

Suddenly Single: 3 Steps to Take Now

Eight Mistakes That Can Upend Your Retirement

Office:	510-655-7090
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