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.

Short-term events like the coronavirus – while painful at present – make up a fraction of all of the future cash flows.

While we can't prevent or even control uncertainty, we can prepare for it.

The past several days have yielded turbulent markets, and intensifying measures across the country...

We'd like to express our congratulations to our founder and partner, Matthew Davis, on his recent engagement to the lovely Jodi Clontz.

We recently hosted our annual investor conference at the Four Seasons in Westlake Village.

Below is a summarized excerpt from our 2020 Sherwood Financial Partners Investor Conference

Money can’t buy happiness, BUT it can help.