Q3 2020 Quarterly Newsletter

October 2020
By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 13 October 2020

Q3 2020 Quarterly Newsletter

News From Flourish

Hello and happy fall! While this summer was certainly strange, the weather was nice and we were able to have a few family outings that were restful and memorable. There is much to be thankful for as we near the holiday season and we are lucky that everyone here in the Flourish Family has been healthy and safe. Our thoughts and prayers are with everyone who has lost a loved one during this pandemic and we are hopeful for the time to come when we can have more certainty in our health and safety.

In this quarter’s newsletter we are going to share a story about our summer intern, Grant, and what he took away from his experience here at Flourish. I have written a short piece on the impact of Presidential elections on our economy and, as always, Jay will share his market commentary and our Quarterly Market Review report.

Q2 2020 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 16 July 2020

Q2 2020 Quarterly Newsletter

News From Flourish

The first six months of 2020 have been some of the most challenging in my career. Unfortunately, there are no promises that the second half will be any better as we continue to battle a global pandemic while preparing for a contentious US Presidential Election. However, the challenges have also provided time for reflection, perseverance and creativity in problem-solving as our team works together to adjust, adapt and change in the face of adversity and uncertainty.

Q1 2020 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 15 April 2020

Q1 2020 Quarterly Newsletter

News From Flourish

APRIL 2020

This first quarter of 2020 was strange, to say the least. By mid- February the stock market was at record highs and most were expecting the first quarter to end in record gains, not losses. Within two weeks the world quite literally turned upside down. While the news of the coronavirus had been present on the news for months, it largely seemed a threat outside our borders until—it wasn’t. While it didn’t happen overnight, the Coronavirus changed the lives of each and every person in a very short period of time.

Q4 2019 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Saturday, 18 January 2020

News from Flourish

Happy New Year! I hope this email finds you rested and recuperated from the holiday season and ready for a year filled with growth, forward momentum, and achieving your goals.

 Screen Shot 2020 01 18 at 102314 AM

Over the holidays, my family and I enjoyed some R and R in Palm Springs, CA. It was so nice to step away from Minnesota for a few days and enjoy each other’s company. Jay, Maddy, Fernando, Grace and I enjoyed the weather, great restaurants, and opportunities to connect about all the events from the past year. The experience was refreshing and made me think of all the holiday memories we’ve made at home over the year and the benefits of occasionally having a change of scenery to deepen connections.

Q3 2019 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Monday, 14 October 2019

News from Flourish

Autumn is in full swing and the change of seasons and chilling of the air brings about cinnamon smells, football, and cozy nights by the fire--for that we are grateful.

In the last three months, we have had some wonderful things to celebrate! Kathy Longo was named one of Investopedia’s Top Financial Advisors of 2019. She also contributed her thought leadership to a marketing roundtable discussion with the Financial Planning Association and we celebrated the one year anniversary of Flourish Financially’s publication!

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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