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Category: In the News

Screenshot 2026-05-13 At 8.25.37 AM

New York Stock Exchange Floor Insights: Allocations, Inflation, and Market Direction with Michelle Yu & Patti Brennan

May 13, 2026

in In the News, Ongoing Planning & Portfolio Management

Patti Brennan was invited to the floor of the New York Stock Exchange as a featured market expert for Asset TV’s A View From the

4 Ways To Use Your Home Equity To Prepare For Retirement This May

4 Ways To Use Your Home Equity To Prepare For Retirement This May

May 13, 2025

in In the News, Retirement Income

These Are The Most Effective Debt Relief Strategies To Use Right Now, Experts Say

These Are The Most Effective Debt Relief Strategies To Use Right Now, Experts Say

May 13, 2025

Dollar-scholar-tariff-silver-lining

Dollar Scholar Asks: Could Trump’s Tariffs Actually Help Me Save Money?

May 9, 2025

Compassionate Leadership_ The Nurse-Turned-CEO Behind A $2 Billion Firm

Compassionate Leadership: The Nurse-Turned-CEO Behind a $2 Billion Firm

August 28, 2024

in In the News, Retirement Income

Compassionate Leadership_ The Nurse-Turned-CEO Behind A $2 Billion Firm

Patti Brennan: From Intensive Care Nurse to $2 Billion Financial Advisor

January 19, 2024