Q2 2022 Quarterly Newsletter

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News From Flourish

Hello, Summer! I hope you enjoyed a safe and happy Independence Day and that your summer has brought some relaxation and time spent with those you care about.

I am very proud and humbled to share that I was named one of the top 100 financial advisors of 2022 by Investopedia, the third time they have awarded me, and I am the only financial advisor in Minnesota to receive the honor. It is my team who truly deserves the recognition because Flourish Wealth Management would not provide the same level of service without them.

Stephanie TemporitiI am also pleased to welcome the newest member of our growing team, Stephanie Temporiti. Stephanie is serving in the role of Wealth Manager as a continuation of her passion to help people understand their financial choices so they can make the best decisions possible for themselves and their families. As a team member based in St. Louis, she is thrilled to embrace the life-changing opportunity to join a team of like-minded advisors who are passionate about helping clients live their best life.

baby fenwickJoey Fenwick recently returned to work after having a couple of weeks to spend time with his family. He and his wife, Liz, welcomed a baby boy, Palmer Grey, on the 22nd of June at 1:51 am. Mom and baby remain healthy and are continuing to enjoy their time together at home. Palmer’s older brother (Emerson – 3) and sister (Kennedy – 2) have been giving their best efforts to care for the new addition, as well!

Finally, I am so proud and excited to celebrate two years of the Flourish Financially with Kathy Longo Podcast and the Flourish Insights Podcast. Jay and I are so grateful for our loyal listeners and we hope that people continue to enjoy the resources and information we share on the shows. If you haven’t had the chance to tune in, please subscribe and rate our podcast on Apple Podcasts, listen right on our website, or find us wherever you like to listen.

This quarter I am sharing an article we published last week discussing investor biases that can tend to hurt your portfolio if acted upon. It is during times of market volatility when having a financial advisor can help you separate yourself from your investments, and provide education and guidance to help you weather the storm and focus on your long-term financial goals.

We hope you find value in this quarter’s article and, right after that, you can read Jay Pluimer’s Market Commentary on the Second Quarter of 2022 and what may be on the horizon for the economy and the markets as we head into the second half of the year.

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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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