Matthew Davis, CFP®
Mid-Year Economic Update
Economic statistics are finally catching up with just how quickly and deeply our economy has been impacted by the quarantine.
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Hannah Boundy, CFA®, CFP®
- Jul 8, 2020
- 2 min
Staying Vigilant in the Face of Scams
According to the Consumer Financial Protection Bureau, scammers have adapted their ways to take advantage of the current pandemic.
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Hannah Boundy, CFA®, CFP®
- May 7, 2020
- 4 min
What Makes This Crisis Different
As we find ourselves amid the latest financial crises of our time, it's worth asking: "Is this time different?"
47 views
Guest Contributor
- Apr 29, 2020
- 4 min
The CARES Act – What It Means for You
On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic Security Act (CARES Act)...
37 views
Hannah Boundy, CFA®, CFP®
- Mar 27, 2020
- 3 min
Market Update: Covid-19 and the Financial Fallout
In the last few weeks, financial markets have seen some of the most substantial losses and gains for a single trading day in modern history.
21 views
Hannah Boundy, CFA®, CFP®
- Mar 26, 2020
- 4 min
Return to Fundamentals: Intrinsic Value
Short-term events like the coronavirus – while painful at present – make up a fraction of all of the future cash flows.
33 views
Hannah Boundy, CFA®, CFP®
- Mar 13, 2020
- 3 min
Don't Panic. Plan.
While we can't prevent or even control uncertainty, we can prepare for it.
44 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
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