In the News

Change, Lessons, Opportunity, & Enjoying the Warmth of the Holiday Season

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 27 December 2017

Change, Lessons, Opportunity, & Enjoying the Warmth of the Holiday Season

We are nearing the close of 2017, and what a year it has been! From a new presidency that has certainly shaken things up to sweeping tax reform that will have a lasting impact on our economy and everyone who pays taxes, this has been a year of big changes. Globally, we have seen pendulum shifts in markets and ideology while domestic markets reached new highs nearly every month and GDP grew at a similar speed. This has also been a year of big change for our team at Flourish. Mark and Elise recently said their goodbyes to pursue different opportunities and we have enthusiastically welcomed Michele Lenz to our Flourish family. This has been, without a doubt, one of the most “change-themed” years in recent memory.

Key Questions for the Long-Term Investor

By Jay Pluimer, AIF® CIMA®

Monday, 11 December 2017

Key Questions for the Long-Term Investor

Flourish Wealth Management takes a proactive approach to investing that looks at historical performance information to understand the most effective ways to help our clients achieve their long-term investment goals. We look at years of academic research which are summarized nicely in the following article. This is an important topic because our investment process is truly integrated with our wealth management services to emphasize portfolio return consistency, lower costs, and improved tax efficiency through long-term decisions. We avoid investing in the market sector of the moment or the investment that is a “hot pick” in favor of evidence-based investing. Hopefully, you enjoy some of the market insights in the following article!

The Benefit of Giving Thanks

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 01 December 2017

The Benefit of Giving Thanks

Every November I begin to feel the excitement (and stress!) that can come with high expectations for a festive holiday season. Now, with Thanksgiving under our belts, no pun intended, we have the next round of holidays just around the corner. For many, this time of year can be “the most wonderful time” and yet, it can be tinged with sadness, anxiety or depression. Of course, severe bouts of depression and anxiety are best served by professional help. But what about those, like many of us, who just feel a little overwhelmed or blue this time of year? According to research conducted by two psychologists, Dr. Robert A. Emmons of the University of California, Davis, and Dr. Michael E. McCullough of the University of Miami, there is abundant research that suggests there is one critical and inherent aspect of the holiday season that can boost spirits, even for those to whom it does not come naturally.

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