Newsletter

November 2015 | Happy Thanksgiving!

Sunday, 08 November 2015

 

Happy Thanksgiving! It is hard to believe with the warm weather in Minnesota that we will be celebrating Thanksgiving next week. I look forward to this time of year as we gather with family and friends along with wonderful food and appreciation. I am especially looking forward to my oldest daughter, Maddy, coming back home for the first time since she started college. Maddy and I have a tradition of spending a lot of time together in the kitchen while cooking the Thanksgiving meal and desserts together. Two of the Core Values at Flourish are to Grow and Share our experience and insights, along with Making a difference.

Blended Finances and Family Values

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 30 October 2015

Blended Finances and Family Values

Money conversations with one couple can be complex as each individual brings their unique family history around money, values, financial resources and obligations. Financial conversations take on a whole new meaning when kids are involved as parents wrestle with spending decisions on allowances, education funding, and eventually inheritances. This complexity only increases with blended families as the number of parents and children expand the money conversation. I have personally experienced the financial complexity and extra need for communication with my blended family, having a daughter from my first marriage and two children with my current and “final” husband. From my personal experience, in addition to working with clients, blended families need additional planning for the various life stages.

Tune Out The Noise

Thursday, 08 October 2015

By Kathleen Longo on October 8, 2015.

A recent article from Larry Swedroe, Director of Research for the BAM Alliance, talks about the role financial media plays in our investment plans. With so much information being provided every second, it is hard to know what media sites to listen to. This article highlights the importance of tuning out the noise. 

 

Time for Some Fall Cleaning

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 06 October 2015

Time for Some Fall Cleaning

Time for Some Fall Cleaning

Fall is officially here and it’s time to clean!  I know we usually think about cleaning as a chance to freshen things up when Spring arrives, but Fall is a perfect time for financial cleaning.  Let’s make some progress with a few of these financial cleaning moves:

Staying the Course During Periods of Market Volatility

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 25 September 2015

Staying the Course During Periods of Market Volatility

As the seasons change it is important to maintain a forward focus, despite the increasingly hectic routines of family and work calendars. In many respects the multiple activities piled onto our calendars are a good metaphor for the rapid changes we see in the stock market. That same type of change has been experienced in the investment world over the past couple of months. Please find attached an article from our partners at BAM Advisors with additional perspective on the recent stock market volatility, along with details on how the past 6-8 weeks compares to prior time periods. 

This commentary originally appeared on September 26 on thebamalliance.com.

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