Hannah Boundy, CFA®, CFP®
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
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Yvonne Darby
- May 24, 2022
- 4 min
Do I Have Enough Life Insurance to Protect My Family?
Legacy Planning is for everyone [i], not simply when you’re reaching your later years. There are many ways that Legacy Planning takes...
54 views
Hannah Boundy, CFA®, CFP®
- May 11, 2022
- 4 min
Investing for Your Living Legacy in an Uncertain Environment
While uncertainty strains financial markets, stress testing your financial plan and investing defensively can help you weather the storm.
23 views
Hannah Boundy, CFA®, CFP®
- Apr 20, 2022
- 3 min
Inflation and the Rising Cost of Your Living Legacy
How Monte Carlo testing can help reassure you of your financial plans in the face of higher inflation.
45 views
Vincent Chambers, Esq.
- Apr 20, 2022
- 3 min
Will Your Children Need Help Executing Your Will?
Reflect on your estate plan and empower your children to carry out your wishes.
67 views
Yvonne Darby
- Mar 10, 2022
- 4 min
What To Do When Your Spouse Dies
This checklist can help you take one step at a time and prioritize the decisions that need your attention.
83 views
Vincent Chambers, Esq.
- Feb 17, 2022
- 4 min
Legacy Planning: Not Just for Your Parents
An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.
62 views
Hannah Boundy, CFA®, CFP®
- Jan 25, 2022
- 4 min
January 2022 Market Update
Given the current selloff, we wanted to take a moment to examine some likely contributing factors to the market’s behavior.
30 views
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