Q3 2023 Quarterly Newsletter

Kathy Longo, CFP®, CAP®, CDFA
Thursday, October 11, 2023

Happy Autumn! We hope you enjoyed a wonderful summer with friends and family. 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 adjusting to an empty nest. 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 share some wonderful pictures of our newly renovated office space. We have been enjoying the new layout and branded style and cannot wait to share it with all our valued clients!

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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Q3 2023 Quarterly Newsletter

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Kathy Longo

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