Hannah Boundy, CFA®, CFP®
Now What?
The market sold off. Then rebounded. The Fed says they’re going to cut rates. What next?
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Hannah Boundy, CFA®, CFP®
Aug 285 min read
Freeing Your Attention
Reflections on finite resources and how best to assign them to our goals and values.
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Hannah Boundy, CFA®, CFP®
Jun 274 min read
The 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.
27 views
Hannah Boundy, CFA®, CFP®
Jun 274 min read
Mid-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.
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Hannah Boundy, CFA®, CFP®
Apr 235 min read
Raising Givers
Incorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.
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Matthew Davis, CFP®
Feb 818 min read
Partner Conversation on Economic Themes
Our founding partners, Matthew Davis and Hannah Boundy, sat down for an informal conversation about what we're seeing in the markets and...
55 views
Hannah Boundy, CFA®, CFP®
Jan 314 min read
2024 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.
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Hannah Boundy, CFA®, CFP®
Oct 26, 20236 min read
Living Intentionally with Our Wealth
Three tips for how to intentionally engage with our wealth and fight the inertia of money.
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