Q2 2023 Quarterly Newsletter

Kathy Longo, CFP®, CAP®, CDFA
Monday, July 17, 2023

Hello, Summer! We hope you enjoyed a happy Independence Day with loved ones. In this Quarterly Newsletter, I am sharing an article that may be a helpful resource for you or someone in your life who may be experiencing financial stress and could use some advice on how to manage it. 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 firm news, I am excited to announce that Flourish Wealth Management has been named one of the best Financial Advisors in Minneapolis of 2023 by Expertise.com, one of the best Financial Advisory Firms of 2023 by USA Today, AND I was the only financial advisor in Minnesota to be named among the top 100 most influential financial advisors of 2023 by Investopedia! We are honored to have been chosen for these recognitions and look forward to continuing to serve our clients by aligning the critical components of personal and financial wealth so that our clients can enjoy a greater sense of confidence in their ability to achieve their highest aspirations.

I hope you have a wonderful summer!

CONTINUE READING

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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Q2 2023 Quarterly Newsletter

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Kathy Longo

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