You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
If you pay much attention to the investment world, you have probably heard of index funds. Index funds are a low-cost way to invest in the stock and bond markets. Basically, an index fund is a basket of stocks or bonds that is meant to mimic an index like the Dow...
From 1928–2017, value stocks in the US have outperformed growth stocks, on average, by approximately 3.5%.[1]In seven of the last 10 calendar years, however, this so-called “value premium” in the US has been negative. This has prompted some of our clients at...
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing. In many cases, the...
Flagstone Financial Management is a fee-only “planning first” firm so we spend as much time on financial planning and holistic advice as we do on investments. One of the main areas we review with many of our clients is their estate plan. An estate plan can be...
The year is coming to an end, and it’s a perfect time to reflect on both the good and the bad that has happened in our personal lives over the last twelve months. Maybe you welcomed a new child or grandchild to your family. Maybe you added a cat to your household -...
