Vincent Chambers, Esq.
My Parent Has Dementia – What Do I Do?
A few steps you can take when your parent has dementia.
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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.
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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.
100 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,...
73 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.
50 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.
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Matthew Davis, CFP®
- Mar 3, 2020
- 2 min
2020 Economic Update
Below is a summarized excerpt from our 2020 Sherwood Financial Partners Investor Conference
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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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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...
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