What to do When There is Threat of Market Fluctuation

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 03 February 2017

What to do When There is Threat of Market Fluctuation

One of our responsibilities as an investment advisor is to help you put market news in its proper perspective, especially when the media is reporting global market corrections in the wake of political events.

If you're reading or watching the popular press, you're seeing a lot of storm and fury having to do with the new presidency, Brexit, rising interest rates, and general uncertainty of what is to come. As the popular media scrambles to explain the unexplainable – what is happening with the markets right now, what may happen in the future and how long it's going to last – we thought we'd share a headline of our own:

"The stock market is a giant distraction to the business of investing."

So said Vanguard founder John Bogle in his 2007 classic, "The Little Book of Common Sense Investing."

These are timeless words to invest by, as is Bogle's deeper explanation of them:

Rebalancing: Have a Plan in Good Times and Bad

Thursday, 19 January 2017

Rebalancing: Have a Plan in Good Times and Bad

A balanced portfolio is always a good idea--and now, more than ever

Keeping a portfolio balanced in accordance with your long-term investment plan is never a bad idea, but as we sit at nominal market highs and approach a changing of the guard in Washington, continued political uncertainty abroad, and other risks, we believe it makes all the more sense.

Prediction Season

Wednesday, 21 December 2016

The close of each calendar year brings with it a chance to look forward to the year ahead.

By the end of each year investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to avoid the next crisis or missing out on the next “great” opportunity. When faced with recommendations of this sort, it would be wise to remember that investors are better served by sticking with a long-term plan rather than changing course in reaction to predictions and short-term calls.

The Active Passive Powerhouse

Thursday, 15 December 2016

Factor-based investing and the benefits of working with a financial advisor in the DFA network

For years it has been assumed that you have to be either an active or a passive investor. It is also assumed (depending on which camp you’re in) that one is better than the other. In our opinion, the argument about active vs passive management can be put squarely to bed--and the answer to which investing strategy we use is…Both. This is called factor-based investing and it is a strategy used by a company whose funds we use a great deal---Dimensional Fund Advisors (DFA).

April 2016 | Growth, Numbers and Communication

Wednesday, 13 April 2016


Welcome to Flourish InsightsTM for April. We hope you are having an enjoyable Spring. We are excited for the warmer temperatures and new growth both inside and out. Look for an announcement later this week as we continue to expand our expertise with growth in our team this month. This month's Flourish Insights™ explores communications in different aspects of our lives and the influence numbers can have on how we measure success. We hope you enjoy this information, and we will be in touch again soon with our exciting announcement.


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