Q4 2017 Quarterly Newsletter

Friday, 12 January 2018

News from Flourish

Happy New Year! We say farewell to 2017 and welcome 2018 with open arms. Last year was a year of transition as we mentioned in our end of the year article that was sent out a few weeks ago. With a new year upon us, we are looking forward to growth, professional development and staying organized. It has been an exciting time at Flourish welcoming the new additions to our team (Kelly, Michelle, and Derek), and we also had the chance to speak with a great many of our clients in recent weeks due to opportunities from the new tax law and other end-of-year housekeeping.

We are grateful for the opportunity to be at our clients’ side during times of uncertainty as well as times of joy. Thank you for putting your faith in our expertise.

Change, Lessons, Opportunity, & Enjoying the Warmth of the Holiday Season

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 27 December 2017

Change, Lessons, Opportunity, & Enjoying the Warmth of the Holiday Season

We are nearing the close of 2017, and what a year it has been! From a new presidency that has certainly shaken things up to sweeping tax reform that will have a lasting impact on our economy and everyone who pays taxes, this has been a year of big changes. Globally, we have seen pendulum shifts in markets and ideology while domestic markets reached new highs nearly every month and GDP grew at a similar speed. This has also been a year of big change for our team at Flourish. Mark and Elise recently said their goodbyes to pursue different opportunities and we have enthusiastically welcomed Michele Lenz to our Flourish family. This has been, without a doubt, one of the most “change-themed” years in recent memory.

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