Broussard, LeBlanc & Associates

06/03/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, We're here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

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Broussard, LeBlanc & Associates
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06/02/2026

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06/01/2026

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tailoring your portfolio to better reflect your goals, values, and financial situation. Reach out to us to talk about how we can personalize a strategy just for you.

06/01/2026

05/28/2026

05/26/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to us to learn more!

05/21/2026

From the Kitchen of Brett Broussard. Brett had an opportunity to partner with two organizations for a dinner and wine pairing event this month. There were four main courses, wine pairings for each course, an appetizer and a dessert selection. Enjoy!

05/21/2026