Wednesday, 22 February 2023
I recently had the pleasure of joining Travis Parry on his podcast, The Balanced Growth Show, where we discussed balancing the work of a successful financial advisor with family obligations and a life outside of the office. Working with Travis on this episode was a true pleasure, and I'm excited to share it with you. Check out the video of our conversation below, or listen to it here. Let's grow and thrive together!
By Jay Pluimer, AIF® CIMA®
Thursday, 24 September 2020
Tech stocks took a big step back in early September, but there was no obvious reason for this market correction.
By Jay Pluimer, AIF® CIMA®
Wednesday, 16 September 2020
Many of our clients ask about the impact that the outcome of the presidential election may have on investments, markets, and general economic stability.
By Jay Pluimer, AIF® CIMA®
Thursday, 10 September 2020
Our post-coronavirus economic recovery is dependong on many factors. We can look at the possible outcomes in three shapes.
By Jay Pluimer, AIF® CIMA®
Thursday, 03 September 2020
Portfolio Rebalancing is a necessary and important component of sound and strategic investment management. In this week's episode, Jay Pluimer discusses how he approaches portfolio rebalancing at Flourish Wealth Management.