Hannah Boundy, CFA®, CFP®Jun 61 min2022 Family Wealth and Values Conference RecapA recap of our 2022 Family Wealth and Values Conference.
Yvonne DarbyJan 24 minShould you list your Minor Children as Beneficiaries of your Retirement Accounts?Do your due diligence to ensure that your children are taken care of should you and your spouse pass away while they are minors.
Hannah Boundy, CFA®, CFP®Sep 17, 20202 minInformed Investor Webinar Series Speaker LineupWe're excited to announce our speaker lineup and topics for our fall Informed Investor webinar series. For more info and to register,...
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...
Hannah Boundy, CFA®, CFP®Mar 9, 20201 minCongratulations to the future Mr. and Mrs. Davis!We'd like to express our congratulations to our founder and partner, Matthew Davis, on his recent engagement to the lovely Jodi Clontz.
Hannah Boundy, CFA®, CFP®Mar 4, 20201 minSherwood 2020 Investor Conference RecapWe recently hosted our annual investor conference at the Four Seasons in Westlake Village.
Matthew Davis, CFP®Mar 4, 20202 min2020 Economic UpdateBelow is a summarized excerpt from our 2020 Sherwood Financial Partners Investor Conference
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®Sep 24, 20191 minSherwood FP's Client Appreciation Dodgers Game 2019We had the great pleasure of spending this past Saturday at Dodgers Stadium with many of our clients and we're so grateful to all of you...
Hannah Boundy, CFA®, CFP®Jul 22, 20191 minSherwood FP Celebrates Official Launch at the Four SeasonsWe would like to thank everyone who joined us for a celebratory cooking class at the California Health and Longevity Institute at the...