In the News

Tuning Out the Noise

Friday, 29 June 2018

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. The right financial advisor can play a vital role in keeping you focused on what really matters. Watch this informative video from Dimensional Fund Advisors to learn more about the value that a financial advisor can bring to your investment experience.

Key Questions for the Long-Term Investor

By Jay Pluimer, AIF® CIMA®

Monday, 11 December 2017

Key Questions for the Long-Term Investor

Flourish Wealth Management takes a proactive approach to investing that looks at historical performance information to understand the most effective ways to help our clients achieve their long-term investment goals. We look at years of academic research which are summarized nicely in the following article. This is an important topic because our investment process is truly integrated with our wealth management services to emphasize portfolio return consistency, lower costs, and improved tax efficiency through long-term decisions. We avoid investing in the market sector of the moment or the investment that is a “hot pick” in favor of evidence-based investing. Hopefully, you enjoy some of the market insights in the following article!

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • FAX: 952.953.3310
Listen to the Flourish Financially Challenge on Your Favorite Streaming Service

Copyright © 2020 Flourish Wealth Management, Inc. All Rights Reserved. Powered by AdvisorFlex.