Blog
Flowerstone Financial News & Insights
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...
Planning for adult parents part 2 of 2
In our last post, we outlined the challenges that exist when planning for aging parents. We covered several points that may help you better prepare for opening a dialogue to ensure mom and dad’s financial choices are optimized. Here are some other conversation...
Planning For Adult Parents – Part 1 of 2
How do you assist aging parents with their financial decisions? It’s natural not to discuss money, or other financial matters, with family. This reluctance to share tends to increase with age, even though studies show our cognitive decision-making declines as we get...
Go ride your bike!
Friday May 15th was to be “Bike to Work Day” here in Northern Virginia, DC, and Maryland. Unfortunately, it’s been cancelled but will be back, better than ever, next year (fingers crossed!). If you haven’t been outside on your bike lately, you’re really missing some...
How to fund the next home project?
Spending the past nine weeks at home may have you contemplating some capital improvements when life returns to normal. Every project comes with a price tag, how you decide to pay for renovations small or large has an impact on your financial plan. Let’s take a...
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.
1900 Reston Metro Plaza, Suite 600
Reston, Virginia 20190
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Give Taylor a Call: 571-489-7186