Hannah Boundy, CFA®, CFP®Apr 203 minInflation 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.
Matthew Davis, CFP®Oct 7, 20202 minKeeping Perspective2020 is already a year we will never forget, and we still have one more quarter left that includes a presidential election. One of the...
Hannah Boundy, CFA®, CFP®Aug 20, 20202 minTactics for Facing Market UncertaintyOn Tuesday, the S&P 500 hit a record high, defying Covid-19 and the related economic fallout. While the word “unprecedented” has become...
Matthew Davis, CFP®Jul 9, 20204 minMid-Year Economic UpdateEconomic statistics are finally catching up with just how quickly and deeply our economy has been impacted by the quarantine.
Hannah Boundy, CFA®, CFP®May 7, 20204 minWhat Makes This Crisis DifferentAs we find ourselves amid the latest financial crises of our time, it's worth asking: "Is this time different?"
Hannah Boundy, CFA®, CFP®Mar 27, 20203 minMarket Update: Covid-19 and the Financial FalloutIn the last few weeks, financial markets have seen some of the most substantial losses and gains for a single trading day in modern history.
Matthew Davis, CFP®Feb 5, 20204 minThe Coronavirus: What We Know and the Potential ImpactThe coronavirus currently spreading from China has garnered much attention during the last several weeks.
Hannah Boundy, CFA®, CFP®Jan 6, 20202 min2019: A Year in ReviewAs a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.
Hannah Boundy, CFA®, CFP®Oct 7, 20194 minUnderstanding the Federal ReserveAs with many areas of the financial markets, monetary policy is not always black and white and often has unintended consequences.
Hannah Boundy, CFA®, CFP®Aug 30, 20194 minUnderstanding the (Inverted) Yield CurveIn recent weeks, market commentary on the state of the yield curve has been substantial with many noting the history of inverted yield curve
Hannah Boundy, CFA®, CFP®Jun 27, 20193 minUnderstanding 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.