Impact Investing With Community Development Financial Institutions (CDFIs)

Question of the Week Impact Investing With Community Development Financial Institutions (CDFIs) Happy Friday everyone! The current political and economic climate has focused attention on values, leading more organization, advisors…

Your Year-End Checklist

Business Planning | 12.11

Question of the Week Your Year-End Checklist Happy Friday all! The end of 2020 is here. And for many of you, 2021 couldn’t come any sooner. Before we get to…

Aligning values and investing

Fundamentals | 09.11

The current political and economic climate has focused attention on values, and, as a result, I’m seeing more advisors and clients discussing social impact investing. In its broadest sense, this…

How is the Stock Market Different From the Economy?

Investing | 08.07

Question of the Week How is the Stock Market Different From the Economy? Happy Five-Minute Friday, all! I’ve talked with some of you this week about settling into the…

Should I move to more conservative investments?

Investing | 03.06

Question of the Week Should I move to more conservative investments? Happy Five-Minute Friday! What a crazy past couple of weeks, huh!? The news, social media and people everywhere are…

How can I invest in marijuana?

Business Planning | 02.28

Question of the Week How can I invest in marijuana? Happy Five-Minute Friday all! I’ve had several of you ask me about investing in marijuana, whether through a dispensary, farming…

High deductible plans that don’t qualify for an HSA

Business Planning | 02.21

Question of the Week High deductible plans that don’t qualify for an HSA Happy Friday all! This week I have a follow up to last week’s post about HSAs: the…

Can I still contribute to a Health Savings Account?

Insurance | 02.14

Question of the Week Can I still contribute to a Health Savings Account? Hello, hello, hello! Happy Five-Minute Friday. This week I’ve had a few clients ask about contributing to…

How can I make my money work for me?

Investing | 02.07

Question of the Week How can I make my money work for me? Hey all! Happy Five-Minute Friday. I hope you’ve had a good week! I’ve gotten a few questions…

The Best Retirement Plans for Small Businesses

Business Planning | 07.16

On Tuesday, I gave some tips on improving your finances in 2015 by making simple changes to your retirement account. These solutions are also accessible to those of you who…

How to Save for Retirement in Your Small Businesses

Business Planning | 07.25

When you start your own business, no one else can tell you how to do what you do, and that’s a great feeling. But on the other hand, no one…

Two Low-Cost Ways to Diversify Your Investments: Index Funds and ETFs

Investing | 05.02

Last week, we talked about why you might want to diversify your investments. This week we’ll take a closer look at how you can do that with two of my…

Why Diversification Matters

Investing | 04.25

Remember 2008? That fall, I listened to podcast after podcast trying to make sense of the market crash, the bank bailouts and the emerging stimulus package. The uncertainty was unnerving.…

Brian Thompson Financial

Category: Investing