By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 18 April 2023
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.
By Kathy Longo, CFP®, CAP®, CDFA
Friday, 13 January 2023
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.
By Kathy Longo, CFP®, CAP®, CDFA
Wednesday, 12 October 2022
News From Flourish
Flourish Insights and Flourish Financially podcasts celebrate 2 years! Plus there is finally a little good news in the markets.
By Kathy Longo, CFP®, CAP®, CDFA
Friday, 15 July 2022
News From Flourish
Find out what's new with the team here at Flourish, read an informative article about investor biases, and catch up on news from the markets from Jay Pluimer.
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 14 April 2022
News From Flourish
Spring has sprung! I hope that the first three months of 2022 have been good to you. With so much going on in the world, I know that I have had to take moments to myself to reflect on the gratitude I have that me and my family are safe and healthy. If the 2020s are continuing to deliver bad news, please know that you are in our thoughts and we are hopeful that there are brighter days around the corner for everyone.
