April 2019 Market Update

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After a very difficult ending to 2018, the markets made a large recovery to start 2019. In fact, the 13.1% return for the S&P 500 Index was the best quarterly return since the third quarter of 2009, and the best first quarter since 1998. The big momentum change actually started at the end of 2018 […]

Getting Married… Next Steps After the Big Day

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After the big day, there are many things to consider updating, such as beneficiaries on accounts, your legal name, identification, and estate planning documents. I am currently in the process of planning my wedding, which will take place later in 2019, and I wanted to share some of the items on my checklist that are […]

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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