A very common question we get is if there is FDIC insurance on our investment accounts. While a great question, it usually leads to a...

On Tuesday, the S&P 500 hit a record high, defying Covid-19 and the related economic fallout. While the word “unprecedented” has become...

Economic statistics are finally catching up with just how quickly and deeply our economy has been impacted by the quarantine.

As we find ourselves amid the latest financial crises of our time, it's worth asking: "Is this time different?"

In the last few weeks, financial markets have seen some of the most substantial losses and gains for a single trading day in modern history.

Short-term events like the coronavirus – while painful at present – make up a fraction of all of the future cash flows.

While we can't prevent or even control uncertainty, we can prepare for it.

The past several days have yielded turbulent markets, and intensifying measures across the country...

Below is a summarized excerpt from our 2020 Sherwood Financial Partners Investor Conference

The coronavirus currently spreading from China has garnered much attention during the last several weeks.

As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.

During the final weeks of 2019, the Senate passed significant tax and retirement reforms that were signed into law by the President.

At the end of the year, it is common for us to get a call from a client wondering why a mutual fund dropped 10% in price often when the mark

As with many areas of the financial markets, monetary policy is not always black and white and often has unintended consequences.

Today, many employers have replaced their defined benefit plans with defined contribution plans – mostly commonly the 401k.

In recent weeks, market commentary on the state of the yield curve has been substantial with many noting the history of inverted yield curve

Smart portfolio management in combination with thoughtful tax-planning also allows us to generate additional returns.