Making Your Best Decisions

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 22 January 2016

Making Your Best Decisions

The first decision many of us made at the beginning of the month was whether or not we truly want to stick with our New Years’ Resolutions. Like many decisions, sticking to those resolutions becomes harder over time and hopefully you have been able to keep some of the good ones in place so far. There has been a lot of recent research about the decision-making process everybody goes through on a daily basis, with direct implications for your financial goals. The following blog from Carl Richards, Director of Investor Education with the BAM Alliance, provides an interesting introduction to the study of how decisions are made, or not made.

A Conversation With Jared Kizer and Kevin Grogan of The BAM Alliance

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 19 January 2016

A Conversation With Jared Kizer and Kevin Grogan of The BAM Alliance

January is a good time to reflect on your financial goals and the investment plan you have designed to meet those goals.  The past few weeks have been rocky for the equity markets, to say the least, and we want to proactively share helpful market insights to balance some of the noise in the traditional media outlets. From recent equity performance to risks facing investors in the current market environment, Chief Investment Officer, Jared Kizer, and Director of Investment Strategy, Kevin Grogan, share market insights on a range of topics and answer questions about our overall investment strategy in this webcast. 

New Year Tests Investment Resolutions

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 12 January 2016

New Year Tests Investment Resolutions

Greetings!  We hope you enjoyed your holidays and are ready for a successful 2016.  If you have been following the markets, or paying attention to any of the daily news outlets, then you know that investors have continued to experience volatility during a poor beginning for the New Year. A variety of negative news stories have been attributed to current market activity, including:

December 2015 | Year-End Planning and a Question About Our Giving Habits

Tuesday, 08 December 2015

 

Welcome to an abbreviated Flourish Insights this month as we focus on year-end planning and prepare for new successes in 2016. Although there are many commitments competing for your time and attention during the Holiday season, we want to share our company blog on ways to maximize your giving plan that includes helpful hints to incorporate throughout the year as you evaluate charities.

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

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