GameStop – The Difference Between Investing & Trading

At Flourish, we build client portfolio allocations and use a mixture of mutual funds and ETFs to accomplish long-term goals. Taking a long-term approach like ours, based on upside potential over time, is called investing. Trading, conversely, focuses on making money in the near-term by capitalizing on price changes, upcoming announcements, and expectations of short-term […]

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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