Emotional Roller Coaster Ride

The last time the stock market hit an all-time high was more than 450 days ago - and it can feel even longer for investors trying to wait patiently.

Tuesday, 30 May 2023

With the last market all-time high occurring more than 450 days ago - and another not yet in sight - the stock market has been quite the emotional rollercoaster for investors. Looking at history, though, shows that time favors the patient investor. Jay Pluimer shares tips on how to weather the ride back to the top in this optimistic episode.

If it Bleeds, it Leads

Have we reached a saturation point for negative financial news stories?

Tuesday, 16 May 2023

Media companies are in the business of making money, and their profit motives tend to supersede other agendas. However, we may have reached a saturation point when it comes to negative financial news stories, with some investors having a skewed view of market performance that is not based in reality. It may be time for fewer flashy headlines and more context, and that's what we'll examine in this episode.

"Mr. Worldwide" is Back

International stocks have flipped their script in the past few months - what does this mean for your portfolio?

Tuesday, 02 May 2023

For the past 14 years, U.S. stocks have outperformed international stocks by a wide margin. However, things have begun to change over the last several months. Although it’s too early to tell at this point whether or not this trend change is sustainable, there are reasons to favor International stocks in the current market environment.

Q1 2023 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 18 April 2023

Q1 2023 Quarterly Newsletter

News From Flourish

Happy Spring! We hope that your 2023 is off to a good start. In this Quarterly Newsletter, I am sharing an article that may be a great resource for you or someone in your life who may be preparing for their marriage. I provide some insights and tips that can be the catalyst for a great conversation about finances, money values, and how to build a shared vision for a financial future together. Jay Pluimer, Director of Investments shares his insights on the market to date this year as well as expectations for the next few months.

The Debt Ceiling Question

The U.S. Government hit its legal debt limit of $31.4 trillion in debt on January 19th, 2023, so what happens next?

Tuesday, 14 March 2023

The U.S. Government hit its legal debt limit of $31.4 trillion in debt on January 19, 2023, and we're getting closer and closer to June - when the 6-month extension expires. So, will Congress take measures to reset the limit? Will we have another close call? What does it all mean for the markets? I answer these questions and more in this episode.

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