Hannah Boundy, CFA®, CFP®Jul 15, 20213 minChecking In On 2021Looking forward, we see a dissonant economy. Spending has surged, particularly in areas that saw pent-up demand during the pandemic.
Hannah Boundy, CFA®, CFP®May 20, 20214 minThe Onion King and Market ManipulationIn 1958, the Onion Futures Act was passed by Congress and signed into law by President Eisenhower, resulting in the prohibition of...
Hannah Boundy, CFA®, CFP®Mar 29, 20212 minSherwood Welcomes Yvonne Darby!We're excited to welcome Yvonne Darby to our team as our new Associate planner. Yvonne will be working alongside us to assist in the...
Hannah Boundy, CFA®, CFP®Jan 14, 20214 minHealth Savings Accounts: A Tax TrifectaAn HSA is a tax-friendly account available to individuals or families covered by a high-deductible health insurance plan to pay for eligible