Flourish Insights™

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

The close of each calendar year brings with it a chance to look forward to the year ahead. By the end of each year investors

Factor-based investing and the benefits of working with a financial advisor in the DFA network For years it has been assumed that you have to

When the markets are relatively stable with no crisis on the horizon, whatever is the financial media to do? It comes up with headlines like:

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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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