Hannah Boundy, CFA®, CFP®
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.
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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...
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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.
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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
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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...
1,338 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.
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Hannah Boundy, CFA®, CFP®
- Jun 27, 2019
- 3 min
Understanding Brexit in the Context of the European Union
Brexit has made headlines for months now, but it's difficult to understand without first knowing how the European Union works.
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Hannah Boundy, CFA®, CFP®
- Jun 26, 2019
- 3 min
How Having a Good Advisor Can Improve Your Bottom Line
Smart portfolio management in combination with thoughtful tax-planning also allows us to generate additional returns.
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