Q3 2019 Quarterly Newsletter

News from Flourish

Autumn is in full swing and the change of seasons and chilling of the air brings about cinnamon smells, football, and cozy nights by the fire–for that we are grateful.

In the last three months we have had some wonderful things to celebrate! Kathy Longo was named one of Investopedia’s Top Financial Advisors of 2019. She also contributed her thought leadership to a marketing roundtable discussion with the Financial Planning Association and we celebrated the one year anniversary of Flourish Financially’s publication!

In this quarterly newsletter, we are sharing an article which offers advice on charitable giving. Whether it is monetary or the gift of your time, helping those less fortunate is altruistic and generous, but there are some things to look out for to make it effective for you and the organizations you support.

Director of Investments, Jay Pluimer, will also provide his quarterly market commentary and the quarterly market review. We hope you enjoy this quarter’s newsletter and that it finds you and yours happy, healthy, and well-prepared for the cooler seasons!


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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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