Brexit Investment Update

By Jay Pluimer, AIF® CIMA®

Thursday, 09 June 2016

Brexit Investment Update

Markets around the globe overnight and today are responding to Britain's decision via referendum to begin the process of exiting the European Union. Though the decision has seen widespread shock and some volatility in the market, we recommend taking a long view and not reacting to immediate market behavior.

Stop Fixating on the Numbers

By Kathy Longo, CFP®, CAP®, CDFA

Saturday, 30 April 2016

Stop Fixating on the Numbers

This might come as a shocking statement from a person who looks at numbers as part of her profession, but we can get too fixated on numbers to determine success or happiness. My discovery of number fixation wasn’t necessarily in preparation for building a new financial plan or working with a client. In this case it was related to an online shopping experience. My first question was about the quality of the item given the low price. The second question was my hesitation to buy clothes that didn’t meet the “vanity sizing” standards we are used to if they arrived with tags with a larger size number.  (Did you know that the sizes we see in stores and on-line are larger in the US than elsewhere, so we can make a purchase and feel good about it?)

More Financial Advisors Are Learning The ABCs of TAMPs

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 28 April 2016

More Financial Advisors Are Learning The ABCs of TAMPs

The following article from CNBC provides helpful background information on the Financial Planning industry’s trend toward the use of Turnkey Asset Management Programs (TAMPs).  As stated in my portion of the article, Flourish Wealth Management selected BAM Advisors to provide these services to support our clients.  We have definitely benefited from this decision during the first 2 years at Flourish and are happy to share this article to provide additional perspective about these services.  Enjoy!

October 2015 | Welcome to Flourish Insights!

Thursday, 08 October 2015

 

Welcome to Flourish Insights™ where we hope to share our views to benefit your financial well being along with selected insights from influential publications along with our partners at the BAM Alliance. In addition to wealth management and investment information, this monthly newsletter will also be our chance to share firm updates, thoughts, tools and resources that support your path to flourish!

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