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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Q1 2026 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Wednesday, April 15, 2026
As we move further into spring, it’s often a natural time to pause and reflect on how the year is unfolding so far. This season tends to bring a sense of renewal — not only in the world around us, but also in how we think about our routines, priorities, and the decisions we make each day.
In this quarter’s newsletter, we’re exploring a topic that often sits just beneath the surface of financial planning: the connection between money and mental health. Our featured article takes a closer look at how emotions, experiences, and perspective can influence financial decisions over time. You’ll also find our latest market commentary, offering insight into current conditions and how portfolios are being thoughtfully positioned in a more uncertain environment. Together, these pieces are designed to provide both perspective and a steady foundation as you move through the months ahead.
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Kathy Longo
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