Flagstone Financial Management

03/26/2026

Earlier this year, we welcomed our newest financial advisor, Natalia Paige, to the team at Flagstone Financial Management. Her path into the industry is anything but traditional, and it is a big part of what makes her perspective so valuable.

“What started as curiosity quickly became a passion, especially around the psychology of money and why people make the financial decisions that shape their lives.”

Natalia’s journey into financial planning has been shaped by real-life transitions, giving her valuable perspective in connecting with clients and guiding them through their own transitions!

We are excited for you to learn more about Natalia and her story: https://flagstonefm.com/introducing-natalia-paige/

06/13/2025

Woo-hoo! Stephanie earned the designation of Investment Adviser Certified Compliance Professional®. She's seriously committed to keeping our firm and its clients protected.

04/14/2025

What does the bigger picture on U.S. and China tensions? Let's explain it with three charts.

04/08/2025

What does it take to invest successfully during times like this? Play a little offense and a little defense.

10/31/2024

As we get closer to the end of the year, many of our clients consider giving to charity for philanthropic and tax-related reasons. Did you know that there are multiple mechanisms to give to charity beyond simply writing a check that might offer some significant tax benefits? Danny Clare, CFP® explains.

08/05/2024

The stock market has been down quite a bit the last couple of days, and the declines continue today. Why? And how do you manage the downturn?

05/28/2024

It seems like it's old news by this point, but we're excited to have Dane Bowen as a new addition to our team! Dane interned with us in 2019, and started as a financial planning resident earlier this year. Welcome back, Dane! We're glad to have you.

Dane Bowen, a former intern with Flagstone, is back as the newest member of our team. Dane is our first Financial Planning Resident.

05/13/2024

About 90% of S&P 500 companies have reported Q1 earnings. How do earnings help guide investors?

04/22/2024

We've seen a 5% pullback in the S&P 500 the past few weeks, and the energy sector is the best performer of the year so far. How do oil prices impact inflation, the Fed, and markets? And why does it all matter...if at all?

03/08/2024

Lots of clients have been asking whether it makes sense to keep a lot of cash on hand while deposit rates are so high. Why invest in stocks or bonds if you can get 5% on cash?

There are lots of reasons! Dan Stous explains.

03/05/2024

It's Super Tuesday, which begs the question: how do markets typically act under different presidential administrations? Michael Johnson explains. "It's a really emotional topic that comes up a lot in our client meetings", so if you've got some feelings about politics and investing, you're not alone. What does the data say?