Newsletter

ESG Investing is Growing - And Women Are the Reason Why

How Women Are Changing Investing for the Better
Monday, 08 November 2021

ESG Investing is Growing - And Women Are the Reason Why

The financial industry has long been dominated by men, but as more women enter the playing field, the very nature of investing is showing a marked shift. Over the past several years, interest in Environmental Social Governance (ESG) investing, also known as impact investing, has skyrocketed - and it’s largely due to women. When it comes to ESG, individuals invest in a business that is providing a benefit of some kind. For some companies, that could be combating climate change, addressing racial inequities, or improving access to education, among others.

According to an article from Bloomberg, ESG assets could reach $53 trillion by 2025. That would mean more than 33 percent of all global assets under management would be considered ESG assets. Women are sending a clear message with their investment choices. Building wealth is no longer the only goal; female investors also want to make an impact on the world around them.

When it comes to ESG, women are undeniably present in every aspect. They are running socially responsible businesses, investing in funds that reflect their values, and lending money to support causes in which they believe. Below, we’ll discuss four ways female investors are leading the ESG movement.

Q3 2021 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 15 October 2021

Q3 2021 Quarterly Newsletter

News From Flourish

Greetings! Here at the start of October and the autumn season, I am grateful for the warmth of changing leaves on the trees and that cozy feeling you start to get at this time of year before the hustle and bustle of the holidays is upon us. This is also an important time of year for financial planning with tax season right around the corner. Because of some changes in the tax law that went into effect last year, it will be important for you to take a look at any changes or expenses that may occur for you as a result. In this quarter’s article, Joey Fenwick outlines a few of the changes that we have clarity on and how they may impact your tax planning for this year.

Portfolio with a Purpose: The Benefits of ESG Investing

Making an Impact with Your Investments By Kathy Longo, CFP®, CAP®, CDFA

Monday, 16 August 2021

Portfolio with a Purpose: The Benefits of ESG Investing

There’s a growing trend among those who are interested in making a positive impact on their portfolio – and the environment and society around them. To accomplish these dual goals, which were often considered to be at odds with each other in the past, many savvy investors are actively seeking Socially Responsible Investments (SRI) and Environmental, Social and Governance Criteria (ESG) investments when making investment decisions.

Over the past two decades, more individuals have been pursuing opportunities for socially responsible or mission-related investing, which was previously only available to large institutions. As concerns surrounding the environment, sustainability, and data privacy have grown, so has an interest in ESG investing.

Aligning your values and financial goals allows you to make investment gains and, because you are simultaneously supporting causes that are close to your heart, you’ll feel good about those investments in more ways than one. Below, we’ll discuss how you can build a portfolio with a purpose.

Q2 2021 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 07 July 2021

Q2 2021 Quarterly Newsletter

News From Flourish

Greetings! I hope you had a fun Independence Day weekend and that the summer is filled without outdoor fun and sunshine. In this quarter's article, I'm going to cover all things technology, starting with a reminder about Flourish's accounts app for our clients, a milestone for our podcasts, our Alexa skills for those who want to learn more about our services and team, and an article on cybersecurity that will help protect your personal information online. Jay will provide a market commentary on this last quarter and set some expectations for the second half of 2021. 

Q1 2021 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 14 April 2021

Q1 2021 Quarterly Newsletter

News From Flourish

Spring has sprung in Minneapolis (minus this little cold snap we’re digging out of) and we are grateful to see the trees budding and hear the birds chirping. Perhaps everything feels a little brighter as we seem to be emerging from a long and challenging year of global pandemics, market volatility, civil unrest, and of course the many personal challenges we have all had to face. 

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