Yvonne Darby
Increased Savings Opportunities in 2023
What you need to know about the IRS’ new contribution limits to retirement accounts.
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Hannah Boundy, CFA®, CFP®
- Oct 12, 2022
- 4 min
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.
35 views
Hannah Boundy, CFA®, CFP®
- Apr 20, 2022
- 3 min
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.
45 views
Vincent Chambers, Esq.
- Feb 17, 2022
- 4 min
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.
54 views
Hannah Boundy, CFA®, CFP®
- Jul 15, 2021
- 3 min
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.
30 views
Hannah Boundy, CFA®, CFP®
- May 20, 2021
- 4 min
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...
94 views
Matthew Davis, CFP®
- Aug 20, 2020
- 2 min
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...
32 views
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...
28 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.
31 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?"
46 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.
20 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.
29 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.
41 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...
35 views
Matthew Davis, CFP®
- Mar 3, 2020
- 2 min
2020 Economic Update
Below is a summarized excerpt from our 2020 Sherwood Financial Partners Investor Conference
18 views
Matthew Davis, CFP®
- Feb 4, 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.
22 views
Hannah Boundy, CFA®, CFP®
- Jan 5, 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.
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Matthew Davis, CFP®
- Jan 4, 2020
- 4 min
Opportunities and Challenges from the SECURE Act
During the final weeks of 2019, the Senate passed significant tax and retirement reforms that were signed into law by the President.
30 views
Matthew Davis, CFP®
- Nov 26, 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
32 views
Hannah Boundy, CFA®, CFP®
- Oct 6, 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.
24 views
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