Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 18 April 2023
Happy Spring! We hope that your 2023 is off to a good start. In this Quarterly Newsletter, I am sharing an article that may be a great resource for you or someone in your life who may be preparing for their marriage. I provide some insights and tips that can be the catalyst for a great conversation about finances, money values, and how to build a shared vision for a financial future together. Jay Pluimer, Director of Investments shares his insights on the market to date this year as well as expectations for the next few months. In addition, we share an article with details about our vote of confidence for Charles Schwab as a strong bank and custodian for client accounts.
In firm news, I am excited to announce the addition of Miranda Libra as Executive Assistant! Miranda started her career in financial services and brings a lot of experience helping clients and teams find success. We are excited to explore the efficiencies that she will bring to Team Flourish along with opportunities to add a personal touch to client connections.
I hope you have survived the long winter and that you are enjoying the warmer weather!