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, 20202 min read
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, 20204 min read
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?"
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Guest Contributor
Apr 29, 20204 min read
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)...
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Hannah Boundy, CFA®, CFP®
Mar 27, 20203 min read
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.
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Hannah Boundy, CFA®, CFP®
Mar 26, 20204 min read
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.
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Hannah Boundy, CFA®, CFP®
Mar 13, 20203 min read
Don't Panic. Plan.
While we can't prevent or even control uncertainty, we can prepare for it.
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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...
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