Matthew Davis, CFP®
Tax Saving Ideas for 2019
Before the holidays take up most of your time, now is a great time to think through different possibilities to minimize your tax bill.
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Hannah Boundy, CFA®, CFP®
- Nov 3, 2019
- 3 min
The Evolution of Your Financial Plan
At Sherwood FP, we take a very planning centric approach to investing. We do this for several reasons.
18 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.
25 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®
- Sep 2, 2019
- 4 min
Saving for Retirement in the 21st Century
Today, many employers have replaced their defined benefit plans with defined contribution plans – mostly commonly the 401k.
21 views
Hannah Boundy, CFA®, CFP®
- Aug 30, 2019
- 4 min
Understanding the (Inverted) Yield Curve
In recent weeks, market commentary on the state of the yield curve has been substantial with many noting the history of inverted yield curve
26 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...
1,265 views
Hannah Boundy, CFA®, CFP®
- Jun 28, 2019
- 3 min
The Importance of Estate Planning
76% of respondents agreed that having a will is important but less than half of Americans have one.
48 views
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