In the News

The Consistency of Inconsistency, and How to Adapt Your Financial Goals

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 21 January 2015

The Consistency of Inconsistency, and How to Adapt Your Financial Goals

Carl Richards, Director of Investor Education for the BAM Alliance, posted an article in the New York Times about the illusion of certainty in investing. For many people, technology has led them to believe that they can predict what the market is going to do or that anyone can be a "market expert". Unfortunately, there is a lot of noise about the markets and it can be extremely difficult to sort through all of the information. Mr. Richards states, "Change and uncertainty are consistent in their inconsistency". This may not be an easy or comfortable reality and it can be of great importance to have the right financial advisor to guide you through this noise while maintaining a long-term view. 

This commentary originally appeared December 15 on NYTimes.com.

Are you stuck in a 9 to 5 world?

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 23 October 2014

Are you stuck in a 9 to 5 world?

I just returned inspired and appreciative from the annual BAM Alliance conference in St. Louis. I continue to be impressed with the investment and wealth management resources that are available to Flourish Wealth Management by partnering with the BAM Alliance. The Conference also provided a rewarding opportunity to connect with the 140 plus independent firms that are members of the BAM Alliance.

Exciting Flourish Wealth Management Update

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 29 September 2014

It is hard to believe that it has already been 5 months since forming Flourish Wealth Management.  Each day I am thankful for the opportunity to pursue my passion for wealth management and am energized by my conversations with clients about helping them achieve life goals.  The firm continues to grow through a combination of previous clients and new client relationships who appreciate our focus on delivering individualized wealth management solutions aligning financial resources with values and goals.

Reflecting the growth of the firm, I am excited to announce that Flourish has hired Elise Pederson as Wealth Manager to work with me to provide dedicated client service for our clients. I knew Elise was the perfect addition to Flourish from our first meeting.  She has a strong background in financial planning and a caring personality.  Elise joined Flourish with previous financial planning experience at a local firm, and she has a degree in Finance and Marketing from Iowa State University.  Elise embraces the collaborative, client-centered environment and experience that Flourish brings to each client relationship. 

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