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Hannah Boundy, CFA®, CFP®
May 20, 20214 min read
The Onion King and Market Manipulation
In 1958, the Onion Futures Act was passed by Congress and signed into law by President Eisenhower, resulting in the prohibition of...
1,029 views


Hannah Boundy, CFA®, CFP®
Mar 29, 20212 min read
Sherwood 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...
104 views


Hannah Boundy, CFA®, CFP®
Jan 14, 20214 min read
Health Savings Accounts: A Tax Trifecta
An HSA is a tax-friendly account available to individuals or families covered by a high-deductible health insurance plan to pay for eligible
36 views


Hannah Boundy, CFA®, CFP®
Dec 9, 20202 min read
Sherwood Welcomes John McMahon!
We're excited to welcome John McMahon to our team as our new Client Relationship Manager. John will be working alongside us to help...
64 views


Matthew Davis, CFP®
Oct 6, 20202 min read
Keeping Perspective
2020 is already a year we will never forget, and we still have one more quarter left that includes a presidential election. One of the...
38 views


Hannah Boundy, CFA®, CFP®
Oct 5, 20203 min read
Is a Roth Conversion a Good Idea?
As the year draws down, many are considering the possibility of higher tax rates in the future, both as a result of a paying back the...
45 views


Hannah Boundy, CFA®, CFP®
Sep 17, 20202 min read
Informed Investor Webinar Series Speaker Lineup
We're excited to announce our speaker lineup and topics for our fall Informed Investor webinar series. For more info and to register,...
76 views


Matthew Davis, CFP®
Aug 20, 20202 min read
Understanding Bank and Brokerage Account Insurance
A very common question we get is if there is FDIC insurance on our investment accounts. While a great question, it usually leads to a...
37 views
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