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 2026 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Tuesday, July 14, 2026
As summer unfolds, it offers a wonderful opportunity to slow down and reflect on where you are today and where you’d like to go next. While markets and headlines naturally capture our attention, the most meaningful financial decisions often begin by looking inward – considering your values, your goals, and the life you’re working to create.
In this quarter’s newsletter, we’re exploring the idea of investing with intention and how your portfolio can serve as a reflection of what matters most to you. You’ll also find Jay Pluimer’s latest market commentary, offering perspective on recent market activity and the importance of maintaining a thoughtful, long-term approach in an ever-changing environment. We hope these insights encourage you to approach the second half of the year with confidence, clarity, and purpose.
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Kathy Longo
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