From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Related Content

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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.

Use Wufoo integrations and get your data to your favorite apps.

M. Benay Curtis-Bauer

510-655-7090

From Boats to Brokers

Related Content

Preparing for the Expected

Student Loan Refinance Calculator

Global vs. International: What’s the Difference?

Office:	510-655-7090
Office:	925.944.9644