Hannah Boundy, CFA®, CFP®
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®
Sep 28, 20237 min read
Legacy Perspectives on the Impacts of Fiscal Debt and a Government Shutdown
A few thoughts on the impacts of a government shutdown and how it might affect your legacy.
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Hannah Boundy, CFA®, CFP®
Mar 14, 20234 min read
Thoughts on the Failure of Silicon Valley Bank
Our thoughts on the Silicon Valley Bank collapse and some reassurances regarding the potential fallout.
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Hannah Boundy, CFA®, CFP®
Feb 22, 202311 min read
2023 Economic Outlook
Matthew Davis presents our 2023 Economic Outlook with insights into recent economic events and thoughts on where we might be headed.
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Hannah Boundy, CFA®, CFP®
Oct 12, 20224 min read
Weathering a Downturn for an Enduring Legacy
As we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.
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Hannah Boundy, CFA®, CFP®
Apr 20, 20223 min read
Inflation and the Rising Cost of Your Living Legacy
How Monte Carlo testing can help reassure you of your financial plans in the face of higher inflation.
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Matthew Davis, CFP®
Oct 6, 20202 min read
Keeping Perspective
2020 is already a year we will never forget, and we still have one more quarter left that includes a presidential election. One of the...
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Hannah Boundy, CFA®, CFP®
Aug 20, 20202 min read
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...
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Matthew Davis, CFP®
Jul 9, 20204 min read
Mid-Year Economic Update
Economic statistics are finally catching up with just how quickly and deeply our economy has been impacted by the quarantine.
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Hannah Boundy, CFA®, CFP®
May 7, 20204 min read
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?"
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Hannah Boundy, CFA®, CFP®
Mar 27, 20203 min read
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.
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Matthew Davis, CFP®
Feb 4, 20204 min read
The Coronavirus: What We Know and the Potential Impact
The coronavirus currently spreading from China has garnered much attention during the last several weeks.
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Hannah Boundy, CFA®, CFP®
Jan 5, 20202 min read
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.
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Hannah Boundy, CFA®, CFP®
Oct 6, 20194 min read
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.
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Hannah Boundy, CFA®, CFP®
Aug 30, 20194 min read
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
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Hannah Boundy, CFA®, CFP®
Jun 27, 20193 min read
Understanding Brexit in the Context of the European Union
Brexit has made headlines for months now, but it's difficult to understand without first knowing how the European Union works.
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