Newsletter

Q1 2023 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 18 April 2023

Q1 2023 Quarterly Newsletter

News From Flourish

Happy Spring! We hope that your 2023 is off to a good start. In this Quarterly Newsletter, I am sharing an article that may be a great resource for you or someone in your life who may be preparing for their marriage. I provide some insights and tips that can be the catalyst for a great conversation about finances, money values, and how to build a shared vision for a financial future together. Jay Pluimer, Director of Investments shares his insights on the market to date this year as well as expectations for the next few months.

Q4 2022 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 13 January 2023

Q4 2022 Quarterly Newsletter

News From Flourish

Flourish has updated its office space and Jay Pluimer achieved a Certificate in ESG investing from the CFA Institute. This quarter we are sharing an article that can provide guidance to women who may be seeking a financial advisor that can meet their needs, unique challenges, and expectations for a strong working relationship. Following the article, read Jay Pluimer’s Market Commentary on the Fourth Quarter of 2022 along with our Annual Market Review, and what may be on the horizon for the economy and the markets for 2023.

Q1 2022 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 14 April 2022

Q1 2022 Quarterly Newsletter

News From Flourish

Spring has sprung! I hope that the first three months of 2022 have been good to you. With so much going on in the world, I know that I have had to take moments to myself to reflect on the gratitude I have that me and my family are safe and healthy. If the 2020s are continuing to deliver bad news, please know that you are in our thoughts and we are hopeful that there are brighter days around the corner for everyone.

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