The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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

The Richest Man in Babylon

Related Content

Insurance Needs Assessment: For Empty Nesters and Retirees

Acres of Diamonds

How Can I Save a Million Dollars?

Office:	510-655-7090
Office:	925.944.9644