Hannah Boundy, CFA®, CFP®
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...
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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.
48 views
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.
10 views
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.
23 views
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