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.
Vincent Chambers, Esq.Feb 174 minLegacy Planning: Not Just for Your ParentsAn overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.
Hannah Boundy, CFA®, CFP®Jul 15, 20213 minChecking In On 2021Looking forward, we see a dissonant economy. Spending has surged, particularly in areas that saw pent-up demand during the pandemic.
Hannah Boundy, CFA®, CFP®May 20, 20214 minThe Onion King and Market ManipulationIn 1958, the Onion Futures Act was passed by Congress and signed into law by President Eisenhower, resulting in the prohibition of...
Matthew Davis, CFP®Aug 20, 20202 minUnderstanding Bank and Brokerage Account InsuranceA very common question we get is if there is FDIC insurance on our investment accounts. While a great question, it usually leads to a...
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.
Hannah Boundy, CFA®, CFP®Mar 26, 20204 minReturn to Fundamentals: Intrinsic ValueShort-term events like the coronavirus – while painful at present – make up a fraction of all of the future cash flows.
Hannah Boundy, CFA®, CFP®Mar 13, 20203 minDon't Panic. Plan.While we can't prevent or even control uncertainty, we can prepare for it.
Hannah Boundy, CFA®, CFP®Mar 12, 20203 minA Letter to Our Clients On Navigating COVID-19The past several days have yielded turbulent markets, and intensifying measures across the country...
Matthew Davis, CFP®Mar 4, 20202 min2020 Economic UpdateBelow is a summarized excerpt from our 2020 Sherwood Financial Partners Investor Conference
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.
Matthew Davis, CFP®Jan 5, 20204 minOpportunities and Challenges from the SECURE ActDuring the final weeks of 2019, the Senate passed significant tax and retirement reforms that were signed into law by the President.
Matthew Davis, CFP®Nov 27, 20192 minEnd of Year DistributionsAt 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
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®Sep 3, 20194 min Saving for Retirement in the 21st CenturyToday, many employers have replaced their defined benefit plans with defined contribution plans – mostly commonly the 401k.
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