Flourish Blog

From budgeting and saving strategies to tax planning and risk management, we’re dedicated to equipping you with the knowledge and tools you need to achieve financial success. Join us on this journey toward financial freedom and take control of your financial future.

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Making Your Best Decisions

The first decision many of us made at the beginning of the month was whether or not we truly want to stick with our New Years’ Resolutions. Like many decisions, sticking to those resolutions becomes harder over time and hopefully you have been able to keep some of the good ones in place so far. There has been a lot of recent research about the decision-making process everybody goes through on a daily basis, with...

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A Conversation With Jared Kizer and Kevin Grogan of The BAM Alliance

January is a good time to reflect on your financial goals and the investment plan you have designed to meet those goals. The past few weeks have been rocky for the equity markets, to say the least, and we want to proactively share helpful market insights to balance some of the noise in the traditional media outlets. From recent equity performance to risks facing investors in the current market environment, Chief Investment Officer, Jared Kizer,...

January 2016 | Helping aging loved ones with financial decision making

This month’s Flourish Insights includes our recent blog focusing on essential questions to ask your aging parents along with a few articles about understanding the decision-making process. We hope the combination of this information will provide helpful perspective as we remain focused on your long-term financial goals. READ MORE

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New Year Tests Investment Resolutions

Greetings! We hope you enjoyed your holidays and are ready for a successful 2016. If you have been following the markets, or paying attention to any of the daily news outlets, then you know that investors have continued to experience volatility during a poor beginning for the New Year. A variety of negative news stories have been attributed to current market activity, including: China’s economy showing significantly lower growth US manufacturing slowing Falling oil prices...

December 2015 | Year-End Planning and a Question About Our Giving Habits

Welcome to an abbreviated Flourish Insights this month as we focus on year-end planning and prepare for new successes in 2016. Although there are many commitments competing for your time and attention during the Holiday season, we want to share our company blog on ways to maximize your giving plan that includes helpful hints to incorporate throughout the year as you evaluate charities. In addition to a short piece from Carl Richards about giving. We...

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Wrap Up Your Year-End Giving

Although the official “Holiday Season” generally starts on Thanksgiving weekend, the charitable component started a few days later with #GivingTuesday on December 1st. Those of us living in Minnesota are probably familiar with “Give to the Max Day” which takes place in mid-November as an opportunity for many charities to leverage the giving spirit, which has been a big success locally. #GivingTuesday is a relatively recent movement which was created in 2012 by the 92nd...

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