Kathy Longo quoted in WhatInvestment.co.uk's 13 goals for Investors in 2019
Tuesday, 15 January 2019
Kathy was recently quoted on WhatInvestment.co.uk about how establishing realistic goals can keep you on track for better financial outcomes.
Kathy was recently quoted on WhatInvestment.co.uk about how establishing realistic goals can keep you on track for better financial outcomes.
Kathy Longo's thoughts on questions around net worth have been featured on U.S. News & World Report. This article was so popular it was also picked up by WTOP in Washington D.C.
We are excited to announce that Kathy Longo has been featured on Forbes.
Excerpt: "Kathy Longo, the president and founder of Flourish Wealth Management®, believes that it is time for 'portfolio rebalancing.' 'Sitting at the end of a 10-year equity market recovery, this is the time where individuals should take risk off the table and balance market exposure...'"
We have been talking to a lot of clients about ethical and impact investing lately. Opportunities to align investment dollars with personal values have become more available as investor demand has increased. It is now possible to effectively make investments that focus on the environment, sustainability, workplace disparities, or gender equality. In fact, from 2014 to 2016 these types of investments grew by more than 33%.[1] The desire to align personal values with spending dollars has already been demonstrated in consumer spending, as 66% of consumers now saying they’re willing to pay more for sustainable goods (a 55% increase from 2014). [i] People are not only buying with the environment in mind, but they are also investing in companies that promote social themes as well.
An important aspect of the Flourish investment philosophy is to help our clients find the right portfolio for them. We use a variety of tools to help clients identify their risk tolerance, then match that up with their long-term financial goals to build a customized investment solution.
The following article by Dave Goetsch, Executive Producer of “The Big Bang Theory”, provides helpful perspective about the importance of staying focused on long-term goals instead of reacting to short-term market movements. This is an important concept to connect with because big market changes can affect us emotionally and psychologically. Mr. Goetsch does a nice job of summarizing his connection with market performance without using investment jargon.
