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Hannah Boundy, CFA®, CFP®
Aug 30, 20194 min read
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
27 views


Hannah Boundy, CFA®, CFP®
Jul 22, 20191 min read
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...
1,771 views


Hannah Boundy, CFA®, CFP®
Jun 28, 20193 min read
The Importance of Estate Planning
76% of respondents agreed that having a will is important but less than half of Americans have one.
51 views


Hannah Boundy, CFA®, CFP®
Jun 27, 20193 min read
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, 20193 min read
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.
25 views
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