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Taking the Leap : The Risks and Rewards of Starting a Business, Making It Grow, and Fulfilling Your Entrepreneurial Vision.

By: Kathy Longo, CFP®, CAP®, CDFA

When I decided to start Flourish Wealth Management a little over four years ago, there was a great deal to consider and to plan for. But first I had to accept the fact that I could fail, things could turn out worse than I expected them to, the market could take a nosedive the day after we opened our doors, and my planning and effort could all be for naught. But, there was the other side, too. I might succeed, things might work out better than I had anticipated, the market might stay relatively steady, and my planning and effort might just pay off both financially and personally. For those with an entrepreneurial spirit, starting a business isn’t just about the potential for financial gain; in fact, financial opportunity often takes a back seat to the need for independence and the need and desire to create something meaningful and personally fulfilling.

A Primer On Tax-Savvy Charitable Giving

Nancy Coumou, CFP®, Wealth Advisor of BlueSky explains the pros and cons of some charitable-giving strategies from a tax planning perspective.

You give to a charity to support its good work, not, foremost, to get a tax benefit; but the tax benefit is a nice bonus.  With good financial planning, there are ways some donors can maximize the tax benefit of such gifts. 

Making and Keeping Financial Resolutions

Are You Wasting Your TIme

Are you wasting your time?

Commodities Corner: March 10, 2016

Equity and fixed income markets struggled to find direction today.  Despite being initially cheered by the European Central Bank’s decision to drastically expand their monetary policy program, both markets fell once the bank announced that further rate cuts were unlikely.

Commodities Corner: March 4, 2016

Equity markets continued their recent upward surge thanks to a larger than expected gain in jobs for the month of February, with the government reporting an increase in non-farm payrolls of 242,000 jobs. However, many observers noted that the quality of the report was poor, as average hourly earnings actually declined in addition to the average hours worked per week, implying that the gain

Commodities Corner: February 26, 2016

Despite an initial surge following a stronger than expected report for U.S.

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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