Newsletter

2022: A Year of Hard Lessons

There were a lot of historic market events that took place during 2022, and they brought us many learning opportunities, too.

Monday, 23 January 2023

Much of 2022 gave us market events that had a negative impact on performance - and created headlines focused on short-term market movements. However, long-term investors can learn a lot from the past 12 months, too. In this episode, we’ll review stats and facts with an eye to the future to help you make smart investment decisions in 2023 and beyond.

Q4 2022 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 13 January 2023

Q4 2022 Quarterly Newsletter

News From Flourish

Flourish has updated its office space and Jay Pluimer achieved a Certificate in ESG investing from the CFA Institute. This quarter we are sharing an article that can provide guidance to women who may be seeking a financial advisor that can meet their needs, unique challenges, and expectations for a strong working relationship. Following the article, read Jay Pluimer’s Market Commentary on the Fourth Quarter of 2022 along with our Annual Market Review, and what may be on the horizon for the economy and the markets for 2023.

Bonds Aweigh

Inflation has impacted the bond market and yields, but is now a good time to enter the bond market?

Thursday, 25 August 2022

There are two major questions many investors are asking with regard to the bond market these days, and we’ll examine both in this episode. We’ll also discuss the impact of inflation, provide historical context, and share the Flourish Wealth Management approach to client portfolios within this context.

Recession-ish

We’ve seen a shrinking U.S. economy and declining economic activity, but are we in a recession?

Thursday, 11 August 2022

The U.S. economy shrank in the first two quarters of 2022, and we met the historical definition of a recession. However, there is an ongoing debate about whether we’re really in one. So, are we in a recession? Is there a soft landing somewhere in our future? Or are we occupying an in-between space at the moment? Tune in as we discuss all this and more.

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