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    • Flow in the Media
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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
    • Job Openings
  • What We Do
  • Blog
  • Contact
  • Schedule a Consultation
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
    • Job Openings
  • What We Do
  • Blog
  • Contact
  • Schedule a Consultation
Schedule a Consultation

Category: Investing

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  2. Investing

RSUs After They Lose Value: Are You Anchoring on the Price at Grant?

Block Women is attached to end of graph when the RSU price was high, before it plunged

Do you work for a public company? Your RSUs are probably worth waaaay less when they vest nowadays than you thought they would be just six months ago.

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RSUs stock market down

Sometimes it just sucks to be an investor. And consumer.

A dark cloud with rain falling hovers over Block Woman

Do you pay attention to the financial press or to what’s happening in the stock market (or bond market!) or to the price of broccoli at your local grocery store?

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inflation mindset money mindset stock market down

You Can Save in Three Different Tax “Buckets.” What Are They, and Why Should You Care?

I’m violating one of the cardinal rules of content marketing here by writing about something I want you to know about, instead of something that you want you to know about.

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retirement savings tax planning taxable vs. retirement savings

Angel investing. You really really want to. But should you?

You got that itch to invest in some early stage companies. Maybe a former colleague founded a company and you know they’re Super Smart and their idea is So Good. Or you just love the cause that this one company is supporting.

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angel investing financial rules-of-thumb investing rule of thumb

This time with feeling: Keep your investing simple to get better returns.

My blog posts about investing are usually just so damn boring. But this time, this time, I …shoot, no, it’s just more of the same. At least this time I have research to make me sound more legit.

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how to invest investing investing research minimalist investing simple investing

Simple Investing is Good Investing

Don’t let anyone tell you that wealthy people don’t invest in mutual funds, stocks, and bonds. These traditional investment categories are the backbone of most portfolios and, in many cases, they are the only assets wealthy people invest in. You have not outgrown stocks and bonds just because you have new money.

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how to invest investing minimalist investing simple investing

When You Invest, Start with the Right Questions (Hint: They’re Pretty Simple)

Should I invest in the stock market?
Should I invest in crypto?
Should I use Robinhood?
Should I keep my money as cash?

When you start thinking about investing your money, these are The Wrong Questions.

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how to invest investing investing questions

Stock market. Coronavirus. Do you feel a wee bit anxious? Find comfort in numbers (and double entendres!).

Presumably you have been consuming a lot of media about the coronavirus and the recent stock-market drop. Over the last two weeks, the financial media has been bleeding and leading, so I thought a less hysterical commentary on at least the stock-market part might be helpful.
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coronavirus investment management investment strategy mindset stock market stock market down

Tricks (Witting or Not) that Investment Advisors Play

Flow FP's Block Woman Contemplates the Shell Game

I am an investment advisor. I believe that I, and many other investment advisors, bring real value to our clients’ lives. But man, this profession is rife with, mmmm, unseemly behavior.Continue reading

financial planner investing investment advice investment portfolio

It’s the 90th anniversary of the Crash of 1929. Are you ready for the next market crash?

Flow FP's Block woman is safe in her bucket, in a dangerous world.

As is part of my weekend tradition, this past weekend I read Jason Zweig’s column (paywall) in the Wall Street Journal. (And yes, to answer your unasked question: I do revel in embodying some stereotypes of financial professionals.)

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recession stock market stock market crash

It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)

We’re pretty good at saving for the long term (retirement). We have our 401(k)s and IRAs. We’re pretty good at saving for now. We have cash in our bank accounts. But what do we do for the *decades* between now and retirement? How do we save and invest for that?

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goals investing saving

How Focused Should I Be on Investing? There Are So Many Other Pieces of My Financial Puzzle.

Flow FP's Block Woman can't stop seeing the INVESTING line on the eye chart.

It depends.

Thank you. Thank you. I’m here all week.

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