Focus on Long-Term Goals Instead of Reacting to Short-Term Market Movements
An important aspect of the Flourish investment philosophy is to help our clients find the right portfolio for them. We use a variety of tools to help clients identify their risk tolerance, then match that up with their long-term financial goals to build a customized investment solution. The following article by Dave Goetsch, Executive Producer of “The Big Bang Theory”, provides helpful perspective about the importance of staying focused on long-term goals instead of reacting to short-term market movements. This is an important concept to connect with because big market changes can affect us emotionally and psychologically. Mr. Goetsch […]
Communication: How to Save Your Family in the Legacy Plan
When it comes to financial planning, we spend a lot of time talking with our clients about what they want their financial legacy to be. Beyond the money and assets, they will leave to their family and charities they care about, we often discuss how that legacy will be used and what financial philosophies they will leave behind. For example, clients may have misgivings about leaving substantial assets to their children for fear it will spoil them, encourage a poor work ethic, or give them a sense of entitlement. When it comes to giving to charities, our clients often […]
