Hannah Boundy, CFA®, CFP®Aug 284 min readNow What? The market sold off. Then rebounded. The Fed says they’re going to cut rates. What next?
Hannah Boundy, CFA®, CFP®Aug 285 min readFreeing Your Attention Reflections on finite resources and how best to assign them to our goals and values.
Hannah Boundy, CFA®, CFP®Jun 274 min readThe 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 min readMid-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.
Hannah Boundy, CFA®, CFP®Apr 235 min readRaising GiversIncorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.
Matthew Davis, CFP®Feb 818 min readPartner Conversation on Economic ThemesOur founding partners, Matthew Davis and Hannah Boundy, sat down for an informal conversation about what we're seeing in the markets and...
Hannah Boundy, CFA®, CFP®Jan 314 min read2024 Economic Update: Lights, Tunnels, and Everything in Between As we enter 2024, we share our thoughts on market consensus, some areas we see potential, and how we’ve positioned ourselves accordingly.
Hannah Boundy, CFA®, CFP®Oct 26, 20236 min readLiving Intentionally with Our Wealth Three tips for how to intentionally engage with our wealth and fight the inertia of money.