Newsletter

The Debt Ceiling Question

The U.S. Government hit its legal debt limit of $31.4 trillion in debt on January 19th, 2023, so what happens next?

Tuesday, 14 March 2023

The U.S. Government hit its legal debt limit of $31.4 trillion in debt on January 19, 2023, and we're getting closer and closer to June - when the 6-month extension expires. So, will Congress take measures to reset the limit? Will we have another close call? What does it all mean for the markets? I answer these questions and more in this episode.

Dividends Reward Discipline

Dividends can be a surprisingly controversial topic, but they are an important aspect of total return and can help grow your portfolio through reinvestment.

Tuesday, 28 February 2023

The traditional approach to dividends is that they are an important supplement to generating income and can be used to support a steady withdrawal rate in retirement. An updated approach is that dividends are an important aspect of total return and help grow a portfolio through reinvestment. We’re exploring this topic today, using historical data from the S&P 500 to illustrate important points for investors.

“Past Performance is No Guarantee of Future Results”

We’re flipping a common client disclosure quote on its head as we look at what we may expect from the markets in 2023.

Tuesday, 31 January 2023

This common client disclosure is typically meant as a warning that positive results are not always sustainable, but what if we look at it from a different angle? Just because 2022 was a bad year for the markets, it doesn't necessarily mean the same will happen in 2023. So, let’s talk through what we might expect from a typical 60/40 “center of gravity” portfolio this year. This common type of diversification is meant to provide long-term upside growth with downside protection from bonds. What might it produce for investors in 2023? Listen in for my take.

2022: A Year of Hard Lessons

There were a lot of historic market events that took place during 2022, and they brought us many learning opportunities, too.

Monday, 23 January 2023

Much of 2022 gave us market events that had a negative impact on performance - and created headlines focused on short-term market movements. However, long-term investors can learn a lot from the past 12 months, too. In this episode, we’ll review stats and facts with an eye to the future to help you make smart investment decisions in 2023 and beyond.

Bonds Aweigh

Inflation has impacted the bond market and yields, but is now a good time to enter the bond market?

Thursday, 25 August 2022

There are two major questions many investors are asking with regard to the bond market these days, and we’ll examine both in this episode. We’ll also discuss the impact of inflation, provide historical context, and share the Flourish Wealth Management approach to client portfolios within this context.

Top Financial Advisor in Minneapolis

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • FAX: 952.953.3310
Listen to Flourish Financially on Your Favorite Streaming Service


Copyright © 2020 Flourish Wealth Management, Inc. All Rights Reserved. Powered by AdvisorFlex.