Yvonne Darby
Why your Financial Planner needs a Financial Planner
The benefits of having a financial advisor and planner in your corner.
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Yvonne Darby
- Aug 22, 2023
- 4 min
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.Â
21 views
Hannah Boundy, CFA®, CFP®
- Aug 22, 2023
- 3 min
Why Meaning Matters in Legacy Planning (and how to find it)
Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.
48 views
Yvonne Darby
- May 17, 2023
- 3 min
Is Your Life Insurance Policy Still Necessary?
How does your life insurance coverage fit into your overall financial plan?
19 views
Yvonne Darby
- Apr 20, 2023
- 4 min
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
27 views
Yvonne Darby
- Mar 14, 2023
- 5 min
Generational Wealth, Not Just for the Elite
What is Generational Wealth and how do I create it for my family?Â
50 views
Vincent Chambers, Esq.
- Dec 7, 2022
- 6 min
My Parent Has Dementia – What Do I Do?
A few steps you can take when your parent has dementia.
27 views
Hannah Boundy, CFA®, CFP®
- Jun 6, 2022
- 1 min
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
32 views
Yvonne Darby
- Jan 2, 2022
- 4 min
Should 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.
246 views
Hannah Boundy, CFA®, CFP®
- Sep 17, 2020
- 2 min
Informed Investor Webinar Series Speaker Lineup
We're excited to announce our speaker lineup and topics for our fall Informed Investor webinar series. For more info and to register,...
76 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
Hannah Boundy, CFA®, CFP®
- Mar 9, 2020
- 1 min
Congratulations 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.
62 views
Hannah Boundy, CFA®, CFP®
- Mar 3, 2020
- 1 min
Sherwood 2020 Investor Conference Recap
We recently hosted our annual investor conference at the Four Seasons in Westlake Village.
47 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
19 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.
14 views
Hannah Boundy, CFA®, CFP®
- Sep 24, 2019
- 1 min
Sherwood FP's Client Appreciation Dodgers Game 2019
We 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...
30 views
Hannah Boundy, CFA®, CFP®
- Jul 22, 2019
- 1 min
Sherwood FP Celebrates Official Launch at the Four Seasons
We would like to thank everyone who joined us for a celebratory cooking class at the California Health and Longevity Institute at the...
1,688 views
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