Hannah Boundy, CFA®, CFP®
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.
top of page
Insights
Search
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.
22 views
Yvonne Darby
Aug 22, 20234 min read
What's the Best Way to Save for My Child's or Grandchild's Future?
With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future.
23 views
Yvonne Darby
Apr 20, 20234 min read
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
28 views
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.
22 views
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.
29 views
Yvonne Darby
Jan 11, 20232 min read
Increased Savings Opportunities in 2023
What you need to know about the IRS’ new contribution limits to retirement accounts.
19 views
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.
37 views
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.
47 views
Vincent Chambers, Esq.
Feb 17, 20224 min read
Legacy Planning: Not Just for Your Parents
An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.
62 views
Hannah Boundy, CFA®, CFP®
Jul 15, 20213 min read
Checking In On 2021
Looking forward, we see a dissonant economy. Spending has surged, particularly in areas that saw pent-up demand during the pandemic.
32 views
Hannah Boundy, CFA®, CFP®
May 20, 20214 min read
The Onion King and Market Manipulation
In 1958, the Onion Futures Act was passed by Congress and signed into law by President Eisenhower, resulting in the prohibition of...
988 views
Matthew Davis, CFP®
Aug 20, 20202 min read
Understanding Bank and Brokerage Account Insurance
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...
37 views
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...
31 views
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.
33 views
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?"
47 views
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.
21 views
Hannah Boundy, CFA®, CFP®
Mar 26, 20204 min read
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.
33 views
Hannah Boundy, CFA®, CFP®
Mar 13, 20203 min read
Don't Panic. Plan.
While we can't prevent or even control uncertainty, we can prepare for it.
44 views
Hannah Boundy, CFA®, CFP®
Mar 12, 20203 min read
A Letter to Our Clients On Navigating COVID-19
The past several days have yielded turbulent markets, and intensifying measures across the country...
35 views
bottom of page