Flourish Wealth Management

“Mr. Worldwide” is Back

International stocks have flipped their script in the past few months – what does this mean for your portfolio? For the past 14 years, U.S. stocks have outperformed international stocks by a wide margin. However, things have begun to change over the last several months. Although it’s too early to tell at this point whether […]

Fate of the U.S. Dollar

If you’ve been wondering about the sustainability and reliability of the U.S. Dollar as the global default currency, this episode is for you. Tuesday, 04 July 2023 The U.S. Dollar has been the global reserve currency since 1944, when the Bretton Woods Agreement solidified the transition from the British Pound to U.S. Dollars. Recently, several […]

The 2022 Bear Market is Over

The bottom of the 2022 bear market happened in mid-October when the market was down 25% on a year-to-date basis, but we’ve come a long way since then. The bottom of the 2022 bear market happened in mid-October when the market was down 25% on a year-to-date basis, and it was the second time the […]

Emotional Roller Coaster Ride

The last time the stock market hit an all-time high was more than 450 days ago – and it can feel even longer for investors trying to wait patiently. With the last market all-time high occurring more than 450 days ago – and another not yet in sight – the stock market has been quite […]

If it Bleeds, it Leads

Have we reached a saturation point for negative financial news stories? Media companies are in the business of making money, and their profit motives tend to supersede other agendas. However, we may have reached a saturation point when it comes to negative financial news stories, with some investors having a skewed view of market performance […]

The Debt Ceiling Question

The U.S. Government hit its legal debt limit of $31.4 trillion in debt on January 19th, 2023, so what happens next? The U.S. Government hit its legal debt limit of $31.4 trillion in debt on January 19, 2023, and we’re getting closer and closer to June – when the 6-month extension expires. So, will Congress […]

Dividends Reward Discipline

Dividends can be a surprisingly controversial topic, but they are an important aspect of total return and can help grow your portfolio through reinvestment. The traditional approach to dividends is that they are an important supplement to generating income and can be used to support a steady withdrawal rate in retirement. An updated approach is […]

“Past Performance is No Guarantee of Future Results”

We’re flipping a common client disclosure quote on its head as we look at what we may expect from the markets in 2023. This common client disclosure is typically meant as a warning that positive results are not always sustainable, but what if we look at it from a different angle? Just because 2022 was […]

2022: A Year of Hard Lessons

There were a lot of historic market events that took place during 2022, and they brought us many learning opportunities, too. Much of 2022 gave us market events that had a negative impact on performance – and created headlines focused on short-term market movements. However, long-term investors can learn a lot from the past 12 […]

Bonds Aweigh

Inflation has impacted the bond market and yields, but is now a good time to enter the bond market? There are two major questions many investors are asking with regard to the bond market these days, and we’ll examine both in this episode. We’ll also discuss the impact of inflation, provide historical context, and share […]

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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