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.
January 2021
By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 12 January 2021
News From Flourish
We made it through 2020! And we all deserve a feather in our caps just for that. This last year has been the most tumultuous in recent memory, if not ever, and while it came with its share of challenges there have also been some things to celebrate or, at least, reflect upon and appreciate.
For me, it has been a joy to have my family around more often and the addition of our puppy, Sunny, has brought levity in a time of gloom. The addition of three new employees, Joey, Kate, and Grant, has been wonderful for my firm, our clients and has enabled each member of our team to devote more time and energy to the things we love to focus on professionally and personally. We have added new ways of communicating with our clients and others who value our thoughts and perspectives with the introduction of the Flourish Financially Challenge and Flourish Insights. Please have a listen and subscribe on Apple podcasts, your Alexa device, or wherever you get your podcasts. This project has been rewarding and a learning experience for Jay and myself and we hope you are enjoying it as well. If you wouldn’t mind, we would love it if you would take a moment to rate the podcasts and leave a review. Your review will help us expand our audience and our reach.
Let's talk about the markets and this wild ride we call 2020.
By Jay Pluimer, AIF® CIMA®
Wednesday, 05 August 2020
Despite global uncertainty amid the coronavirus pandemic, a slumping economy, record unemployment and fear of a recession, the stock market continues to climb. We will talk about this phenomenon on this week's episode.
Here are five areas of finance that may be viewed through a different lens in the aftermath of Covid-19.
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 11 May 2020
In just two short months the world that we all knew has changed. It is likely to stay changed in many ways for many years to come. As with anything that has a dramatic impact, we try to look at ways we may grow or learn from the upset. When it comes to personal finances, investing, retirement, and our overall attitudes toward money, I wonder what impact this pandemic will have on couples, families, and individuals.
Whether you have a lot or a little, no one was left untouched by this virus and the economic toll that it has taken. This time in our history will leave an indelible mark on our emotions and the way we think about and interact with money. If you’ve just retired, you may have seen a significant drop in your retirement investments that you are counting on to last you several decades. If you’ve just graduated from college and you were on the hunt for your first career job, you may instead find yourself back at home with mom and dad. If you’re an actor or musician your prospects for the moment are nil. If you are fortunate to have a job that is stable and you are working from home you may be fully aware that the raise you were about to ask for is not likely going to happen this year.
So, what does this mean for the role of personal finance in our lives? For each of us, it may be a bit different, but I have identified five areas of finance that may be viewed through a different lens in the aftermath of Covid-19.
