Newsletter

Q3 2021 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 15 October 2021

Q3 2021 Quarterly Newsletter

News From Flourish

Greetings! Here at the start of October and the autumn season, I am grateful for the warmth of changing leaves on the trees and that cozy feeling you start to get at this time of year before the hustle and bustle of the holidays is upon us. This is also an important time of year for financial planning with tax season right around the corner. Because of some changes in the tax law that went into effect last year, it will be important for you to take a look at any changes or expenses that may occur for you as a result. In this quarter’s article, Joey Fenwick outlines a few of the changes that we have clarity on and how they may impact your tax planning for this year.

Q2 2021 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 07 July 2021

Q2 2021 Quarterly Newsletter

News From Flourish

Greetings! I hope you had a fun Independence Day weekend and that the summer is filled without outdoor fun and sunshine. In this quarter's article, I'm going to cover all things technology, starting with a reminder about Flourish's accounts app for our clients, a milestone for our podcasts, our Alexa skills for those who want to learn more about our services and team, and an article on cybersecurity that will help protect your personal information online. Jay will provide a market commentary on this last quarter and set some expectations for the second half of 2021. 

Q1 2021 Quarterly Newsletter

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 14 April 2021

Q1 2021 Quarterly Newsletter

News From Flourish

Spring has sprung in Minneapolis (minus this little cold snap we’re digging out of) and we are grateful to see the trees budding and hear the birds chirping. Perhaps everything feels a little brighter as we seem to be emerging from a long and challenging year of global pandemics, market volatility, civil unrest, and of course the many personal challenges we have all had to face. 

Q4 2020 Quarterly Newsletter

January 2021
By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 12 January 2021

Q4 2020 Quarterly Newsletter

News From Flourish

We made it through 2020! And we all deserve a feather in our caps just for that. This last year has been the most tumultuous in recent memory, if not ever, and while it came with its share of challenges there have also been some things to celebrate or, at least, reflect upon and appreciate. 

For me, it has been a joy to have my family around more often and the addition of our puppy, Sunny, has brought levity in a time of gloom. The addition of three new employees, Joey, Kate, and Grant, has been wonderful for my firm, our clients and has enabled each member of our team to devote more time and energy to the things we love to focus on professionally and personally. We have added new ways of communicating with our clients and others who value our thoughts and perspectives with the introduction of the Flourish Financially Challenge and Flourish Insights. Please have a listen and subscribe on Apple podcasts, your Alexa device, or wherever you get your podcasts. This project has been rewarding and a learning experience for Jay and myself and we hope you are enjoying it as well. If you wouldn’t mind, we would love it if you would take a moment to rate the podcasts and leave a review. Your review will help us expand our audience and our reach. 

Q3 2020 Quarterly Newsletter

October 2020
By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 13 October 2020

Q3 2020 Quarterly Newsletter

News From Flourish

Hello and happy fall! While this summer was certainly strange, the weather was nice and we were able to have a few family outings that were restful and memorable. There is much to be thankful for as we near the holiday season and we are lucky that everyone here in the Flourish Family has been healthy and safe. Our thoughts and prayers are with everyone who has lost a loved one during this pandemic and we are hopeful for the time to come when we can have more certainty in our health and safety.

In this quarter’s newsletter we are going to share a story about our summer intern, Grant, and what he took away from his experience here at Flourish. I have written a short piece on the impact of Presidential elections on our economy and, as always, Jay will share his market commentary and our Quarterly Market Review report.

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