Flourish Wealth Management

“Mr. Worldwide” is Back

International stocks have flipped their script in the past few months – what does this mean for your portfolio? For the past 14 years, U.S. stocks have outperformed international stocks by a wide margin. However, things have begun to change over the last several months. Although it’s too early to tell at this point whether […]

Fate of the U.S. Dollar

If you’ve been wondering about the sustainability and reliability of the U.S. Dollar as the global default currency, this episode is for you. Tuesday, 04 July 2023 The U.S. Dollar has been the global reserve currency since 1944, when the Bretton Woods Agreement solidified the transition from the British Pound to U.S. Dollars. Recently, several […]

Why You Should Spend Your Money on Experiences Instead of Possessions

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Our experiences in life shape us at our very core, but the same can’t be said about our physical possessions. Things. We all have so many of them, don’t we? Some of our material possessions are necessary aspects of modern life, but many are not. As you think about your life and creating long-lasting fulfillment, […]

The 2022 Bear Market is Over

The bottom of the 2022 bear market happened in mid-October when the market was down 25% on a year-to-date basis, but we’ve come a long way since then. The bottom of the 2022 bear market happened in mid-October when the market was down 25% on a year-to-date basis, and it was the second time the […]

Why You Need a Family Mission Statement

A family mission statement is a powerful tool to inform your choices and help you meet your family’s personal and financial goals. There’s a reason so many companies create a mission statement. Doing so succinctly defines values and goals, and serves as the standard against which decisions – financial or otherwise – are measured. It’s […]

Retirement Planning for Couples:V2 | Flourish Financially Podcast

Planning for retirement as a couple brings unique challenges that single individuals will not face – namely, compromise and agreement. Even the strongest couples face challenges during life transitions, and retirement is one of them. For a couple to successfully enjoy their retirement together, one of the most important things they can do is to […]

Emotional Roller Coaster Ride

The last time the stock market hit an all-time high was more than 450 days ago – and it can feel even longer for investors trying to wait patiently. With the last market all-time high occurring more than 450 days ago – and another not yet in sight – the stock market has been quite […]

The Pressures and Benefits of Being a Female Breadwinner

More women are harnessing their financial power in the workplace and taking the lead in their families in a way that hasn’t happened historically, but it means they’re also facing more pressure and stress than ever before. If you’re a breadwinning woman – or on the verge of becoming one – congratulations on being strong […]

Being A Great Mom & Having Successful Career: Balance | Volume 3

For working mothers in the busiest seasons of life, finding balance between work life and home life can be a frustratingly elusive goal. Women face so many expectations these days, especially working moms. We are bombarded on all sides by endless streams of advice on how to be better parents as expectations for parent involvement […]

If it Bleeds, it Leads

Have we reached a saturation point for negative financial news stories? Media companies are in the business of making money, and their profit motives tend to supersede other agendas. However, we may have reached a saturation point when it comes to negative financial news stories, with some investors having a skewed view of market performance […]

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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