Q3 2020 Quarterly Newsletter

Screen Shot 2020 10 13 at 114821 AM

News From Flourish

Hello and happy fall! While this summer was certainly strange, the weather was nice and we were able to have a few family outings that were restful and memorable. There is much to be thankful for as we near the holiday season and we are lucky that everyone here in the Flourish Family has been healthy and safe. Our thoughts and prayers are with everyone who has lost a loved one during this pandemic and we are hopeful for the time to come when we can have more certainty in our health and safety.

In this quarter’s newsletter, we are going to share a story about our summer intern, Grant, and what he took away from his experience here at Flourish. I have written a short piece on the impact of Presidential elections on our economy and, as always, Jay will share his market commentary and our Quarterly Market Review report.

FLOURISH ON ALEXA

If you haven’t had the chance yet to listen to our new podcasts the Flourish Financially Challenge and Flourish Insights, please have a listen and subscribe on Apple podcasts, your Alexa device, or wherever you get your podcasts. If you wouldn’t mind, we would love it if you would take a moment to rate the podcasts and leave a review. Your review will help us expand our audience and our reach.

If you are a little uncertain of how to listen on Alexa, we have created these instructions for different ways to listen.

CONTINUE READING
Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Discover three women and money myths to leave behind and how financial planning can support confidence and clarity.

Three Money Myths Women Should Leave Behind for Good

Conversations about money are rarely just about numbers. They’re shaped by experience, upbringing, culture, and the messages we absorb over time. For many women, certain...

Learn how framing impacts financial outcomes and why perspective plays an important role in everyday money decisions.

The Power of Perspective: How Framing Impacts Financial Outcomes

The way we think about money often matters just as much as the numbers themselves. Financial decisions aren’t made in a vacuum; they’re shaped by...

Financial planning isn’t only about math. Learn how emotional intelligence and your finances work together to shape everyday decisions.

EQ + IQ = Wealth: How Emotional Intelligence Shapes Stronger Financial Choices

When people think about financial decision-making, they often focus on numbers – budgets, balances, and investment returns. While financial knowledge certainly plays a role, it’s...

Ever wonder why some money decisions feel harder than others? Building financial confidence often begins with mindset, not math.

The Psychology of Financial Confidence: Building Habits That Support Your Goals

When people talk about financial confidence, they often picture someone who has it “all figured out” — organized spreadsheets, clear goals, and decisive money moves....

Thinking about your financial goals for 2026? A year-end review can highlight what’s working and what may need attention.

Closing the Year Right: Reviewing and Adjusting Financial Goals for 2026

As the holiday season arrives, life tends to get wonderfully full – celebrations, travel, family traditions, and moments of reflection. It’s also the perfect time...

Financially thoughtful gifting focuses on meaning, not just money. A little planning can go a long way this season.

Financially Thoughtful Gifting: Meaningful Holiday Giving Without Financial Stress

The holidays have a way of bringing out our most generous instincts. We want to surprise, delight, and show up for the people who matter...

Join Our Mailing List

Stay up to date on all things Flourish!