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Flowerstone Financial News & Insights
#100
Really cool feeling to be posting article #100 to our blog today! We launched this medium last March as a way to communicate with our fans and future fans. The premise then and now remains simple, let’s share what it takes to become a successful long-term investor. ...
Who gets what?
Did you know that you can assign recipient/s to most of your bank and investment accounts? This may be accomplished by adding additional titling to the current account. Why would you do that? Often, it’s to ensure the right people, get the right stuff, at the right...
Your Safety Net
Prior to founding my company in 2019, I spent over two decades with a single insurance company. During this time, I sold countless insurance policies. More importantly, I was able to deliver some meaningful checks to a handful of families impacted by a sudden loss. ...
Investors on a bus part 2 of 2
Last week we covered several essential steps in the 100-level course on financial planning and strategy. If you overslept and missed the bus and class, read part one here. Today, we’ll discuss some 200 & 300 level planning strategies that tie things together....
Investors on a bus part 1 of 2
Imagine a big yellow bus arriving in your neighborhood. This bus is not here to take the kiddos to school, nope it’s here to take you and your neighbors to financial planning and strategy class. So, do you get on the bus with your significant other? Do the Joneses...
Who We Serve
This summer I’ve been thinking about the clients we serve. Who are they, what characteristics they share, and how may we enhance our planning experience. All companies, regardless of size or industry, should seek to identify their best or ideal clients. Why? It’s...
Book club suggestion…
I just completed reading Ten Global Trends Every Smart Person Should Know, and Many Others You Will Find Interesting, by Ronald Bailey and Marian L. Tupy. Here’s a surprising statement, the world is not as bad as you think it is! In fact, there is a tremendous...
Quotes
“Nothing in this world can take the place of persistence” said our 30th President of the United States, Calvin Coolidge. One of my favorite all time quotes as it may be applied to all areas of our daily life. In our relationships with friends and family, our work...
Principles
The following are principles that I’ve adopted over the years when managing various financial and life decisions for my family and also for clients. This is by no means a complete list, nor should it be taken as advice. Just some reoccurring themes that standout at...
College Students & Spending
College campuses are opening back up again to welcome students as the fall semester approaches. Next month, some will arrive to a new dorm as others may return to an apartment with friends. Now may be a good time to chat with your son or daughter about their...
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.
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