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Flowerstone Financial News & Insights

What matters  

What matters  

The spotlight continues to shine brightly on increasing prices.  From big ticket purchases like a home to everyday shopping at the grocery store, stuff costs more.  What we need to recognize is that it will take time for the data to arrive to illustrate prices are in...

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Messaging

Messaging

My oldest son and I spent time on campus last week taking part in freshman orientation.  The students were split up in small groups from the start and set off to explore campus and have fun.  Meanwhile in the auditorium, parents heard from various university leaders...

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Chutes & Ladders

Chutes & Ladders

If investing was a board game, it may be best categorized as Chutes & Ladders.  I loved this game growing up as a kid, the premise is simple.  Get to the top of the board by climbing ladders and progressing forward on each square, avoid the chutes if possible. I...

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Race report

Race report

This past Sunday I swam 4.4 miles across the Chesapeake Bay with 650 other swimmers, what an experience!  This event had not been held since 2019, so the race director and swimmers were excited for it to take place.  Here’s a recap of the day and some thoughts on open...

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Take the trip

Take the trip

Summer is here as students are graduating and classes are ending, time to think about a vacation!  This may be the most normal summer we’ve seen yet post pandemic; at least I hope so.  I think it’s uber important to travel with family and friends during the summer...

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What We Do

What We Do

During times of extreme volatility, both up but usually down, it may be comforting to know you have a friend to turn to.  I welcome all questions as that’s how an investor may grow their knowledge on various topics.  Clear definitive answers are often desired, “what...

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Vantage Point

Vantage Point

It’s valuable to take a minute and reflect on how far the S&P 500 index has traveled over the years.  Annual returns dating back to 1928 may be viewed here.  Depending on how long you’ve been investing, some of these dates may be familiar.  We’ve witnessed...

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Worries

Worries

How does one remain patient and avoid reacting as the markets zig and zag?  It’s human nature to want to take charge and influence as many outcomes as possible.  This is especially true (and magnified) when it comes to managing our investments.  We wish to be right in...

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Suggested Reading

Suggested Reading

Making better decisions around money can be achieved by growing your knowledge on all financial topics.  I’ve highlighted some of our work below in our ongoing effort to educate investors. Happy Reading! What does it take to become a successful investor? How much...

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Chasing returns 

Chasing returns 

These are challenging times to be an investor. Making financial decisions on what investments to purchase may include reviewing potential returns.  It’s natural to seek out returns that may increase your portfolio overtime.  A present-day example, such as I bonds,...

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