The Small Cap Recovery

Small caps, which are public companies with market capitalizations under $2 billion, are up 23% in October and November due to a combination of three factors. Small cap companies, which are public companies with market capitalizations under $2 billion – and as low as $300 million – make up a large portion of the U.S. […]

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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