Why Are Indexes Booming in the Midst of a Crisis?

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Let’s talk about the markets and this wild ride we call 2020. Despite global uncertainty amid the coronavirus pandemic, a slumping economy, record unemployment and fear of a recession, the stock market continues to climb. We will talk about this phenomenon on this week’s episode. Always check back next week for more Flourish Insights with Jay […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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