April 2016 | Growth, Numbers and Communication

Wednesday, 13 April 2016


Welcome to Flourish InsightsTM for April. We hope you are having an enjoyable Spring. We are excited for the warmer temperatures and new growth both inside and out. Look for an announcement later this week as we continue to expand our expertise with growth in our team this month. This month's Flourish Insights™ explores communications in different aspects of our lives and the influence numbers can have on how we measure success. We hope you enjoy this information, and we will be in touch again soon with our exciting announcement.


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Feel the Burn: Why Working Out is Like Investing in the Market

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 31 March 2016

Feel the Burn: Why Working Out is Like Investing in the Market

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Many people make commitments to their physical well-being through commitments to diet and exercise.  However, I was recently reading an article where only 18% of people with a gym membership actually use it.  The statistics on the number of people that fail to stick to their diet for the long-term are staggering, not to mention the people who have amazing results over a 3- to 6-week time period, only to gain it all back (and then some) once the diet is over.  It made me think about the similarities with making a long-term commitment to Financial Fitness.  


Flourish Wealth Management Adds Retirement Services Offering

Wednesday, 09 March 2016

By Kathleen Longo on March 9, 2016

It is hard to believe that Flourish Wealth Management is preparing to celebrate our 2nd Anniversary in mid-April. The past two years have been an amazing personal and professional journey. We have been blessed to maintain and establish many wonderful relationships with our clients.  Our team comes to the office on a daily basis energized at the opportunity to make a difference in the lives of our clients.  This has also been a period of wonderful growth for the firm in terms of clients, resources, and office space.

March 2016 | Renewal, Reflection and the Investment Planning Process

Wednesday, 09 March 2016


Spring is arriving a little early to Minneapolis this year, bringing fun and optimism as we start to embrace spending more time outside. We were fortunate to have a relatively short and mild winter this year but we have now officially entered the time of year for bike rides, walks, and re-connecting with neighbors. The changing of the seasons is a friendly reminder to take stock of a lot of things in life, happily (for me at least) saying farewell to winter while welcoming what's next. It's also an opportunity for the traditional Spring Cleaning which I seem to look forward to more than my kids who would almost prefer to do extra homework than try on summer clothes to see if anything from last year still fits their growing bodies. Spring is a great time of year to review your finances and prepare for the year ahead. It has also become an exciting time for our team as we prepare to celebrate the 2nd Anniversary of founding Flourish Wealth Management on April 16th. I n honor of the mixed themes of renewal and reflection, we are presenting a series of articles that should provide some additional perspective to the investment and planning process.


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Lessons From 2015 by Larry Swedroe

Tuesday, 16 February 2016

The first seven weeks of 2016 have included a wide variety of important events around the world with significant short-term impact on the markets.  With so much happening every day, eventually the "momentous events" become data points in the rear view mirror.  However, there is always a learning opportunity when we look back at recent events in the right way.  The following webcast by Larry Swedroe, Director of Research at BAM ALLIANCE, shares 11 lessons that were learned in 2015.  As noted during the Webcast, some of these lessons have been learned in the past.  Hopefully watching this Webcast will provide helpful perspective as we look at the investment environment in 2016, while also looking back at market performance last year.  

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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