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.

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.


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.

Tips for Long-Term Investing Success

Seven Guidelines to Follow if You Want to Find Success in the Markets
By Kathy Longo, CFP®, CAP®, CDFA
Monday, 18 July 2022

Tips for Long-Term Investing Success

Investing can be a smart way to save money for your future financial goals, yet many people lack tips for long-term investing success. What’s difficult about planning to achieve goals in the distant future is that it can be easy to get distracted by short-term goals or to lose motivation because the goal feels so far off. Investors who find success in the market do so because they tune out the short-term and, instead, focus on the long view of their financial plan – evaluating their money goals, income needs, and assessing the spending demands of their lifestyle.

As you look toward your own financial future, read on for a few basic investing principles that are helpful to follow for long-term investing success.

Bear Hunting

We hit a stock market milestone in mid-June - and it wasn’t a particularly pleasant one for investors.

Monday, 27 June 2022

We hit a milestone in mid-June when the stock market settled into Bear Market territory by dropping over 20% from its highs. Though it wasn’t unexpected - or a market anomaly - it’s still painful for investors. In this episode, we will be discussing what brought us into Bear Territory, what it will take to recover, and what timelines might be involved.

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