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Most major banks and financial services firms garnered perfect scores on the Corporate Equality Index, the pan-industry benchmark for LGBT equality and inclusion. But just as Jews may not want to invest in a new Israeli mutual fund and blacks may not be best served by buying stock in every black-owned company, experts say gay men and lesbians should look beyond a social agenda or a sympathetic marketing pitch. All the attention from brokers and planners means that gay men and lesbians may finally start getting good advice on how to deal with all these issues. But what we do is expensive and is funded in part by our sponsors. Members of the InvestmentNews class of 40 Under 40 have strategies to overcome the challenges of being young in a mature industry. She put off telling her boss and mentor at a Verizon predecessor. Roughly one in 25 Americans identify as LGBT, and that proportion holds among high-earning and educated populations, pollster Gallup found in a survey of 1.

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THE tax consequences of inheriting a retirement plan also become much more of a headache. Please whitelist us or give premium a try. They find it very difficult to manage sexual diversity.

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I ultimately think that we — people in our 40s, 50s, and 60s, — will continue to see that discrimination.

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