Wednesday, March 25, 2026
When most people think about financial planning, they think about the review meetings—the time we spend sitting down together, talking through your situation, and making decisions.Those meetings are important. But they’re only a small...
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Thursday, March 19, 2026
Remember, market volatility is normal.
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Thursday, July 10, 2025
Today's topic is asset diversification and gold. What makes gold different?You probably know that asset diversification is a good thing. When we are approaching our investments with a long time horizon in mind, the idea is that we want...
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Thursday, May 8, 2025
Your financial plan is current. Your investments are holding up during a period of intense volatility. If you’ve been keeping in touch with us—updating us on your life, meeting with us at least annually—then your portfolio is diversified...
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Wednesday, April 23, 2025
History is a powerful lens. It helps us put things in perspective and realize we’ve weathered tough times before. As the saying goes—history may not repeat itself, but it sure does rhyme. That said, not every historical comparison...
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Tuesday, April 8, 2025
I get it. Every news headline is saying the same thing right now. They seem to scream at you about what you should be doing about your portfolio in response to tariffs or some such thing. The truth is that at times like this it’s best...
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Thursday, April 3, 2025
I get it – the news is scary. I don’t watch the news. I read what I need to read to get the facts and stay on top of what’s going on so that I can sit in this seat and remain objective, but that’s it. And markets don’t like uncertainty...
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Friday, February 7, 2025
Market volatility since the end of October 2024 related to company-specific news as well as the broader political-economy has investors feeling anxious. Here is a step-by-step guide for how to weather any storm.
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Wednesday, April 24, 2024
We are announcing exciting news about our Flex Financial Planning Team!
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Monday, November 20, 2023
As I write this, snow is falling on a November day. Strange, as the week leading up to Halloween didn’t feel very autumn-like with temperatures here reaching into the high 70s. Everything feels upside down: the weather, markets,...
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Wednesday, August 2, 2023
Summer milestones, cash as an asset class, and frequently asked questions.
Read MoreOur offices will be closing at 1 p.m. on Monday, July 3rd, and will be closed the rest of the week for summer holiday. We will reopen Monday, July 10th at 9 a.m.
Read MorePlease be advised that between 12/15 and 12/20/22, while our email domain is still migrating to our new host, the best way to reach the Flex Financial Planning team is by phone (518-383-3581 or 518-854-3598). If you do need to email us...
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