Hannah Boundy, CFA®, CFP®Aug 284 minNow What? The market sold off. Then rebounded. The Fed says they’re going to cut rates. What next?
Hannah Boundy, CFA®, CFP®Aug 285 minFreeing Your Attention Reflections on finite resources and how best to assign them to our goals and values.
Hannah Boundy, CFA®, CFP®Jun 274 minThe Origins of the Kiddie Tax and 3 Ways to Invest (Tax-Efficiently) for Your Kids A few great ways to help invest for and in your kids in a tax-efficient manner.
Hannah Boundy, CFA®, CFP®Jun 274 minMid-Year Update As we cross the midpoint of 2024, we wanted to pause to reflect on how the markets have fared this year and the data points we're watching.