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.
Author Archive
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.
CONTINUE READING
Kathy Longo
Share This Post
Subscribe To Our Newsletter
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.
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...
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...
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....
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...
Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values
There’s a question that doesn’t come up often enough in financial planning conversations: What does this money mean to you? Not what return you’re hoping...
Money and Mental Health: Understanding the Connection Between Emotions and Finances
When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...