Q3 2020 Quarterly Newsletter

October 2020
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.


If you haven’t had the chance yet to listen to our new podcasts the Flourish Financially Challenge and Flourish Insights, please have a listen and subscribe on Apple podcasts, your Alexa device, or wherever you get your podcasts. If you wouldn’t mind, we would love it if you would take a moment to rate the podcasts and leave a review. Your review will help us expand our audience and our reach.

If you are a little uncertain of how to listen on Alexa, we have created these instructions for different ways to listen.


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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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