Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

Preserve, Grow, and Give: Year-End Wealth Planning

Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.

Balancing Family Giving and Retirement Planning

Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.

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

Leaving Your Lasting Legacy

Related Content

8 Financial Milestone Birthdays

Preserve, Grow, and Give: Year-End Wealth Planning

Balancing Family Giving and Retirement Planning

Office:	510-655-7090
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