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Hannah Boundy, CFA®, CFP®
Dec 23, 20243 min read
Living in an “,and also” Reality
I think one of the most critical things I’ve learned in recent years is the importance of learning to live in nuance.
22 views


Yvonne Darby
Sep 28, 20235 min read
Why your Financial Planner needs a Financial Planner
The benefits of having a financial advisor and planner in your corner.
41 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

Hannah Boundy, CFA®, CFP®
Aug 22, 20233 min read
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.
50 views


Yvonne Darby
May 17, 20233 min read
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, 20234 min read
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
28 views


Yvonne Darby
Mar 14, 20235 min read
Generational Wealth, Not Just for the Elite
What is Generational Wealth and how do I create it for my family?
51 views


Vincent Chambers, Esq.
Dec 7, 20226 min read
My Parent Has Dementia – What Do I Do?
A few steps you can take when your parent has dementia.
29 views

Hannah Boundy, CFA®, CFP®
Jun 6, 20221 min read
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
32 views


Yvonne Darby
Jan 2, 20224 min read
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.
275 views


Hannah Boundy, CFA®, CFP®
Sep 17, 20202 min read
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, 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


Hannah Boundy, CFA®, CFP®
Mar 9, 20201 min read
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.
77 views


Hannah Boundy, CFA®, CFP®
Mar 3, 20201 min read
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, 20202 min read
2020 Economic Update
Below is a summarized excerpt from our 2020 Sherwood Financial Partners Investor Conference
19 views


Hannah Boundy, CFA®, CFP®
Jan 5, 20202 min read
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, 20191 min read
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, 20191 min read
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...
1,771 views
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