Why Should I Have Bonds Now?

Historically, there have been two reasons to own bonds: risk reduction, and a combination of income and price appreciation. What’s different right now? We’re currently in a unique environment, where it’s important to adjust your expectations related to owning bonds and to change your approach to investment management in order to reach your goals. Always […]

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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