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  • Incorporating Sustainable Investing Into Your Portfolio

    Investing | 04.09

    Question of the Week Incorporating Sustainable Investing Into Your Portfolio Happy Friday Everyone! I’m finding now more than ever that clients want to incorporate their values into their investing portfolio.…
  • Impact Investing With Community Development Financial Institutions (CDFIs)

    Investing | 02.05

    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…
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Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the State of Illinois. Based in Chicago, BTF focuses specifically on serving mission-driven LGBTQ entrepreneurs locally and nationwide. Brian Thompson, JD, CFP® is a proud member of NAPFA, XY Planning Network and Pride Planners.