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Hannah Boundy, CFA®, CFP®
- Aug 20, 2020
- 2 min
Tactics for Facing Market Uncertainty
On Tuesday, the S&P 500 hit a record high, defying Covid-19 and the related economic fallout. While the word “unprecedented” has become...
23 views
Matthew Davis, CFP®
- Jul 9, 2020
- 4 min
Mid-Year Economic Update
Economic statistics are finally catching up with just how quickly and deeply our economy has been impacted by the quarantine.
27 views
Hannah Boundy, CFA®, CFP®
- May 7, 2020
- 4 min
What Makes This Crisis Different
As we find ourselves amid the latest financial crises of our time, it's worth asking: "Is this time different?"
34 views
Hannah Boundy, CFA®, CFP®
- Mar 27, 2020
- 3 min
Market Update: Covid-19 and the Financial Fallout
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.
17 views
Hannah Boundy, CFA®, CFP®
- Mar 26, 2020
- 4 min
Return to Fundamentals: Intrinsic Value
Short-term events like the coronavirus – while painful at present – make up a fraction of all of the future cash flows.
22 views
Hannah Boundy, CFA®, CFP®
- Mar 13, 2020
- 3 min
Don't Panic. Plan.
While we can't prevent or even control uncertainty, we can prepare for it.
27 views
Hannah Boundy, CFA®, CFP®
- Mar 12, 2020
- 3 min
A Letter to Our Clients On Navigating COVID-19
The past several days have yielded turbulent markets, and intensifying measures across the country...
28 views
Matthew Davis, CFP®
- Mar 4, 2020
- 2 min
2020 Economic Update
Below is a summarized excerpt from our 2020 Sherwood Financial Partners Investor Conference
16 views
Matthew Davis, CFP®
- Feb 5, 2020
- 4 min
The Coronavirus: What We Know and the Potential Impact
The coronavirus currently spreading from China has garnered much attention during the last several weeks.
18 views
Hannah Boundy, CFA®, CFP®
- Jan 6, 2020
- 2 min
2019: A Year in Review
As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.
11 views
Matthew Davis, CFP®
- Nov 27, 2019
- 2 min
End of Year Distributions
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
27 views
Hannah Boundy, CFA®, CFP®
- Oct 7, 2019
- 4 min
Understanding the Federal Reserve
As with many areas of the financial markets, monetary policy is not always black and white and often has unintended consequences.
18 views
Hannah Boundy, CFA®, CFP®
- Sep 3, 2019
- 4 min
Saving for Retirement in the 21st Century
Today, many employers have replaced their defined benefit plans with defined contribution plans – mostly commonly the 401k.
13 views
Hannah Boundy, CFA®, CFP®
- Aug 30, 2019
- 4 min
Understanding the (Inverted) Yield Curve
In recent weeks, market commentary on the state of the yield curve has been substantial with many noting the history of inverted yield curve
20 views
Hannah Boundy, CFA®, CFP®
- Jun 27, 2019
- 3 min
How Having a Good Advisor Can Improve Your Bottom Line
Smart portfolio management in combination with thoughtful tax-planning also allows us to generate additional returns.
19 views
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