Making an Impact with Your Investments
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 16 August 2021
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.
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 07 July 2021
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.
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 14 April 2021
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.
October 2020
By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 13 October 2020
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.
An important aspect of Environmental Social Governance (ESG) investing is the opportunity to align your values with your dollars.
By Jay Pluimer, AIF® CIMA®
Monday, 05 October 2020
How to Profit from Your Values
An important aspect of Environmental Social Governance (ESG) investing is the opportunity to align your values with your dollars. This has been a rapidly expanding part of the investment universe leading to more investment options, more dollars behind those investments, and more impact on corporate behavior. Flourish Wealth Management has been supporting clients’ investment portfolios with ESG strategies for the past few years and has been more actively introducing this investment option to clients for the past 12-18 months. ESG isn’t for everyone, and we don’t put any pressure on clients to include these themes into their investments. However, in a period of significant social disruption, this is an opportunity to provide additional insights into ESG investing.
