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