In the News
Congratulations, Brianne M. Brucker Derveloy!
We are excited to announce that CEO and Investment Advisor Representative Brianne M. Brucker Derveloy earned her Series 7 and Series 66 Licenses.
Recent Coverage
MoneyGeek:
Financial and Social Resources for Homeless LGBTQ+ Youth
Investopedia:
Preparing for Retirement as an LGBTQ+ Person
SAGECare Blog:
Losing Love and Finding Advocates
ThinkAdvisor:
When Gay Clients Retire, Big Financial Challenges Collide
Journal of Financial Planning:
Laura J. LaTourette on Giving Back, PridePlanners, and the Future of the Profession
RIA Intel:
Out of the Closet and Atlanta, An Advisor Finds Happiness in Rural Georgia
The New York Times:
Women Are ‘Claiming Their Power’ in Investment Clubs of Their Own
U.S. News & World Report:
7 Signs Your Romantic Partner is Financially Unstable
Forbes.com:
Retirement Guide For LGBTQ Americans
Investor's Business Daily:
Financial Technology: Five Ways That Fintech Can Help Your Firm
Financial Planning Magazine
CFP Board Articles
Podcasts
Podcast with Chau Haner at FMG Suites
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Socially Responsible Investing and Environmental, Social, and Governance Investing are subject to numerous risks; chief among them is that returns may be lower than when decisions are based solely on investment considerations.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
