Q3 2019 Quarterly Newsletter
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!
In this quarterly newsletter, we are sharing an article which offers advice on charitable giving. Whether it is monetary or the gift of your time, helping those less fortunate is altruistic and generous, but there are some things to look out for to make it effective for you and the organizations you support.
Director of Investments, Jay Pluimer, will also provide his quarterly market commentary and the quarterly market review. We hope you enjoy this quarter’s newsletter and that it finds you and yours happy, healthy, and well-prepared for the cooler seasons!
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About the Author
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.
