As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.

During the final weeks of 2019, the Senate passed significant tax and retirement reforms that were signed into law by the President.

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.

At the end of the year, it is common for us to get a call from a client wondering why a mutual fund dropped 10% in price often when the mark

Before the holidays take up most of your time, now is a great time to think through different possibilities to minimize your tax bill.

At Sherwood FP, we take a very planning centric approach to investing. We do this for several reasons.

As with many areas of the financial markets, monetary policy is not always black and white and often has unintended consequences.

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...