Q1 2020 Quarterly Newsletter

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.

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About the Author

Kathy Longo, CFP®, CAP®, CDFA

Kathy Longo, CFP®, CAP®, CDFA

Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.

 

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