Flourish Insights™

Listen to Flourish Financially with Kathy Longo on your favorite streaming service

Dividends can be a surprisingly controversial topic, but they are an important aspect of total return and can help grow your portfolio through reinvestment. The

We’re flipping a common client disclosure quote on its head as we look at what we may expect from the markets in 2023. This common

There were a lot of historic market events that took place during 2022, and they brought us many learning opportunities, too. Much of 2022 gave

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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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