Hannah Boundy, CFA®, CFP®
Congratulations to the future Mr. and Mrs. Davis!
We'd like to express our congratulations to our founder and partner, Matthew Davis, on his recent engagement to the lovely Jodi Clontz.
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Hannah Boundy, CFA®, CFP®
Mar 3, 20201 min read
Sherwood 2020 Investor Conference Recap
We recently hosted our annual investor conference at the Four Seasons in Westlake Village.
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Matthew Davis, CFP®
Mar 3, 20202 min read
2020 Economic Update
Below is a summarized excerpt from our 2020 Sherwood Financial Partners Investor Conference
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Hannah Boundy, CFA®, CFP®
Feb 4, 20205 min read
Money Can’t Buy Happiness (or Can It?)
Money can’t buy happiness, BUT it can help.
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Matthew Davis, CFP®
Feb 4, 20204 min read
The Coronavirus: What We Know and the Potential Impact
The coronavirus currently spreading from China has garnered much attention during the last several weeks.
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Hannah Boundy, CFA®, CFP®
Jan 5, 20202 min read
2019: A Year in Review
As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.
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Matthew Davis, CFP®
Jan 4, 20204 min read
Opportunities and Challenges from the SECURE Act
During the final weeks of 2019, the Senate passed significant tax and retirement reforms that were signed into law by the President.
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Hannah Boundy, CFA®, CFP®
Nov 26, 20194 min read
The Importance of Habit
There’s a saying that “knowing is half the battle.” The idea is that as long as you know about an issue, you’re halfway to resolving it.
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