Q2 2018 Quarterly Newsletter

News from Flourish

Happy Summer! I hope this newsletter finds you well and that you enjoyed Independence Day last week. We closed the office for two days for the team to better enjoy the mid-week holiday. My family spent the day catching up on projects around the house while reminding our younger kids that the 4th of July was not the official holiday of staring at online videos, then convinced our kids into a nice 9 holes of golf and a family dinner. Although not the most stressful or energetic of celebrations, it was still a tad difficult to get back into the swing of things come Friday morning! I suppose that is the downside of having a holiday in the middle of the week. You don’t want the fun to stop.

As you may have seen, last quarter was very busy and exciting both professionally and personally and I am eager to discuss that momentarily. But first, some meaningful upcoming dates we’d like to share. After news from the Flourish team, we are sharing an article on the importance and benefits of delegation and a market commentary from our Director of Investments, Jay Pluimer, AIF®, CIMA®.

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The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Discover how career complacency may impact your financial future and learn ways to support long-term career growth.

When Career Complacency Affects Your Financial Future (and What to Do About It)

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Discover how values-based investing can help align your portfolio with your values and long-term financial goals.

Integrating Purpose into Portfolios: A Practical Guide to Values-Based Investing

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Learn how investing with intention can help align your portfolio with your long-term goals, values, and financial priorities.

Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values

It’s easy to think about investing as a numbers game. Market returns, account balances, and performance headlines often dominate the conversation, making it seem as...

Explore how raising financially confident kids through open money conversations can help shape lifelong financial habits.

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

When many people think about teaching children about money, they picture lessons on saving, budgeting, or spending wisely. While those skills are certainly important, some...

Discover how navigating money and marriage with clarity and compassion can help strengthen your financial partnership.

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

Money is one of the most common sources of stress in relationships, yet conversations about finances are often about much more than dollars and cents....

Financial planning for fulfillment means aligning your wealth with your values and the life you most want to live.

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

We spend a great deal of time planning for financial success. We spend far less time asking what success is supposed to give us. Not...

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