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, and Director of Investment Strategy, Kevin Grogan, share market insights on a range of topics and answer questions about our overall investment strategy in this webcast.

We hope you find the webcast information helpful. Best wishes for a successful 2016,

Flourish Wealth Management

Kathy Longo

Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area.

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

Kathy Longo

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

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

Financially Thoughtful Gifting: Meaningful Holiday Giving Without Financial Stress

The Value of Making Thoughtful and Informed Choices in Your Financial Strategy

How to Catch Up on Retirement Savings: Strategies for Late Starters

Navigating Catch-Up Contributions: Retirement Savings After Age 50

The Financial Side of Aging: Preparing for Long-Term Care Costs

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