In the News

Kathy Longo Featured in Forbes' #1 Investing Tip for 2019

Wednesday, 10 October 2018

Kathy Longo Featured in Forbes' #1 Investing Tip for 2019

We are excited to announce that Kathy Longo has been featured on Forbes. 

Excerpt: "Kathy Longo, the president and founder of Flourish Wealth Management®, believes that it is time for 'portfolio rebalancing.' 'Sitting at the end of a 10-year equity market recovery, this is the time where individuals should take risk off the table and balance market exposure...'" 

Is Socially Responsible Investing the Right Route for You?

By Jay Pluimer, AIF® CIMA®

Wednesday, 15 August 2018

Is Socially Responsible Investing the Right Route for You?

We have been talking to a lot of clients about ethical and impact investing lately. Opportunities to align investment dollars with personal values have become more available as investor demand has increased. It is now possible to effectively make investments that focus on the environment, sustainability, workplace disparities, or gender equality. In fact, from 2014 to 2016 these types of investments grew by more than 33%.[1] The desire to align personal values with spending dollars has already been demonstrated in consumer spending, as 66% of consumers now saying they’re willing to pay more for sustainable goods (a 55% increase from 2014). [i] People are not only buying with the environment in mind, but they are also investing in companies that promote social themes as well.

Kathleen Longo Interviewed by CNBC | More Financial Advisors are Learning the ABCs of TAMPs

Tuesday, 26 April 2016

Kathleen Longo Interviewed by CNBC | More Financial Advisors are Learning the ABCs of TAMPs

More financial advisors are learning the ABCs of TAMPs

by: Deborah Nason, special to CNBC.com

Monday, 25 Apr 2016 | 8:00 AM ET

A sharply growing number of financial advisors are outsourcing their asset and investment management to third parties, often referred to as "turnkey asset management programs," or TAMPs.

According to a recent study by Tiburon Strategic Advisors, TAMPs— which provide technology platforms, investment products or a combination of both — have experienced dramatic growth. Since 2011, TAMPs have gone from less than $147 billion in assets (under management or administration) to $1.75 trillion in 2015.

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