Surprises

Making the most of surprises is a great reason to work with us.

Related Content

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Saving for College 101

Here's a crash course on saving for college.

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

Surprises

Related Content

Simple 401k

What If Your Kids Decide Against College?

Saving for College 101

Office:	510-655-7090
Office:	925.944.9644