Q2 2023 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Monday, July 17, 2023 Hello, Summer! We hope you enjoyed a happy Independence Day with loved ones. In this Quarterly Newsletter, I am sharing an article that may be a helpful resource for you or someone in your life who may be experiencing financial stress and could use some advice on how to manage it. Jay Pluimer, Director of Investments, shares his insights on the market to date this year as well as expectations for the next few months. In firm news, I am excited to announce that Flourish Wealth Management has been named […]
