Hannah Boundy, CFA®, CFP®
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
top of page
Insights
Search
Hannah Boundy, CFA®, CFP®
- Dec 9, 2020
- 2 min
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, 2020
- 2 min
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...
37 views
Hannah Boundy, CFA®, CFP®
- Oct 5, 2020
- 3 min
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, 2020
- 2 min
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, 2020
- 2 min
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...
35 views
Hannah Boundy, CFA®, CFP®
- Aug 20, 2020
- 1 min
Congratulations!
We'd like to extend our congratulations to our co-founder Matthew Davis on his recent marriage to the lovely Jodi Clontz.
30 views
Hannah Boundy, CFA®, CFP®
- Aug 20, 2020
- 2 min
Tactics for Facing Market Uncertainty
On Tuesday, the S&P 500 hit a record high, defying Covid-19 and the related economic fallout. While the word “unprecedented” has become...
31 views
bottom of page