Blog
Flowerstone Financial News & Insights
Sort By Category
Sort By Month
Search Blog Posts
Personal check up..
I’m really looking forward to this holiday weekend and, believe it or not, the second half of the year. Where did the time go? This is a great time to review the status of your “financial house” and other life planning decisions that may have been pushed off. It’s...
Hiring a coach
All great athletes at the top of their game have a coach. Often, they may have several coaches that work on unique aspects of their game so they may perform at the highest level. Coaches are not limited to athletics, some of the top performing professionals in their...
How to select a financial professional?
In the coming week there is a fair bit of change arriving on the financial landscape. As a consumer, the financial professional with whom you choose to work with will have more disclosures to provide you in your ongoing relationship. Here’s what you need to be aware...
Up Down
A lot of discussion has taken place about the recent volatility in the market. Big swings, up and down, are now the norm. Some have speculated that the waves have been caused by gamblers looking for a quick win. “It’s hard to bet on your team when no teams are...
Benchmarking your savings & investments
Now’s a great time to check your cashflow and benchmark the amount that you save and invest each month. The key to successful investing is not picking the right company or fund, timing, or trading techniques to increase the balance of your account. In fact, most of...
It all starts with a question..
You may be surprised the next time you log-in and view your various investment account values. It’s likely that the accounts have rebounded from declines seen over the past several months. This is good news to the patient, disciplined, goal-focused investor who...
Suggested reading
I love to read and I wanted to share a great book with you. With the exciting return to space last weekend via SpaceX’s Dragon Capsule, I was reminded of all the teamwork that made the Apollo 8 mission possible. I really enjoyed reading Rocket Men, The Daring...
Teenagers & money
Our 16-year-old started a paid internship this week which is some exciting news in our house. The opportunity to gain some experience and real-life responsibilities are priceless. Getting paid is the icing on the cake which my son (as all teenagers I would guess) is...
Our review process part 2 of 2
Last time we covered some key elements to our annual review process with clients. We understand planning takes a lot of brain power and time, attempting to cover everything in a single meeting is not always efficient or effective for many busy clients. Spreading out...
Our review process part 1 of 2
As summer approaches our firm has just completed the first half of all annual plan reviews with our clients. Financial planning continues to evolve and encompasses a wide array of services, needs, and considerations. It’s been our experience that attempting to...
Rethinking fixed income
Traditional investment thinking has always viewed bonds and fixed income as a “safe” haven away from the volatility of equities. Equities, as we’ve discussed before, are thousands of companies (of various sizes) run by really smart men and women. These companies are...
The importance of goal setting
Pop quiz: How are your New Year’s resolutions progressing? Do you even remember what you resolved to change or improve? So much has changed in the past 10 weeks that it may be difficult to reflect upon what was so important in early January. I’m guessing that most...
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Flowerstone Financial are not affiliated. Cambridge does not offer tax or legal advice.
Cambridge’s Form CRS (Customer Relationship Summary)
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1900 Reston Metro Plaza, Suite 600
Reston, Virginia 20190
Give Ryan a Call: 571-489-7181
Give Taylor a Call: 571-489-7186