Flourish Wealth Management

Recession-ish

We’ve seen a shrinking U.S. economy and declining economic activity, but are we in a recession? The U.S. economy shrank in the first two quarters of 2022, and we met the historical definition of a recession. However, there is an ongoing debate about whether we’re really in one. So, are we in a recession? Is […]

Bear Hunting

We hit a stock market milestone in mid-June – and it wasn’t a particularly pleasant one for investors. Monday, 27 June 2022 We hit a milestone in mid-June when the stock market settled into Bear Market territory by dropping over 20% from its highs. Though it wasn’t unexpected – or a market anomaly – it’s […]

Tech Wreck

We’re experiencing the third market decline of 2022, with tech stocks looking particularly bleak, but what does history say we can expect next? Over the last few weeks, we’ve experienced perhaps the most significant market decline of 2022, and many investors see nothing but a bleak outlook ahead. Tech stocks, in particular, have taken a […]

Silver Linings

It’s time to stop doom-scrolling and to focus on the reasons investors should be optimistic for the near future instead. The current economic environment is full of dark clouds, and it’s all too easy to focus only on the negative headlines. Although we’re in a tough place at the moment, investors should not lose hope […]

The Next Recession

With all of the turmoil happening in the world at the moment, it’s no surprise that many people are worried about a significant downturn in the economy and in the markets. Many analysts and economists have been confidently predicting that a recession is imminent in the United States. They cite factors like an inverting yield […]

World in Crisis

Some insight into how investors can navigate these tumultuous times. Over the past few years, the world has collectively struggled with various crises all demanding our attention. From a global pandemic to rising concerns over climate change to a war in Ukraine that’s leaving us all holding our breath – it’s hard not to be […]

Walking a Tightrope – Federal Reserve Edition

The Federal Reserve is making a U-Turn with an aggressive approach that will include interest rate increases. The Federal Reserve is returning to the forefront of conversations in an economy that has largely recovered from COVID, and it’s making a U-Turn. Unlike last Saturday’s Super Bowl, where there could only be one winner, the goal […]

Avoid Investor Complacency

In periods of higher market volatility, like we’re experiencing now, it’s important for investors to avoid becoming complacent and to have plans in place for inevitable market dips. In our last episode, we discussed expectations for 2022 – including higher volatility than we’ve seen in the last few years. We’re seeing it already, so this […]

Expectations for 2022

We don’t believe in trying to time the markets, but using an evidence-based approach to make projections can help us understand what to expect in 2022. Thursday, 06 January 2022 It’s a new year, and we’ve been busy evaluating market dynamics in order to make projections about what might happen next. We follow an evidence-based […]

2021 Year in Review

In episodes 21 and 22, we reflected on 2020 and shared expectations for 2021. I’m happy to say we got some predictions right, but I’m not surprised we got a lot wrong, too. It always bears repeating – you can’t time the market, and that’s never an approach we try to take here at Flourish. […]

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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