In the News

An established financial expert, Cindy can speak to a comprehensive range of personal finance topics.

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Why advisors need to consider the unique financial challenges of LGBTQ clients.

Advisors who make an effort to use appropriate language can make LGBTQ clients and prospects feel more at ease.

Deanne Gage

Jun 26, 20243 min read

When it comes to the art of money management, cultivating the right mindset is just as important as crunching the numbers.

Barbara Balfour

Mar 6, 20231 min read

Clients have become more open to virtual communications amid the pandemic and remote experiences that better accommodate their busy lives.

Barbara Balfour

Jul 27, 20222 min read

The wealth management industry has started to put an increasing amount of resources towards helping their diverse employees feel comfortable

James Berkow

Jun 23, 20221 min read

Cindy Marques sheds light on challenges, realities, and values for wealth professionals to consider.

Leo Almazora

Jun 14, 20223 min read