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Hannah Boundy, CFA®, CFP®
Aug 28, 20245 min read
Freeing Your AttentionÂ
Reflections on finite resources and how best to assign them to our goals and values.Â
22 views
Hannah Boundy, CFA®, CFP®
Jan 31, 20244 min read
2024 Economic Update: Lights, Tunnels, and Everything in BetweenÂ
As we enter 2024, we share our thoughts on market consensus, some areas we see potential, and how we’ve positioned ourselves accordingly.Â
27 views
Vincent Chambers, Esq.
Sep 29, 20235 min read
Preserving Wealth with a Spousal Lifetime Access Trust (SLAT)
An overview of SLATs, when one might be appropriate, and potential drawbacks.
19 views
Vincent Chambers, Esq.
May 17, 20234 min read
Should I Have a Trust for My Pets?
An overview of pet trusts, when they might be appropriate, and how they fit into an estate plan.
27 views
Yvonne Darby
Apr 20, 20234 min read
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
28 views
Vincent Chambers, Esq.
Apr 18, 20235 min read
Should My Trust Have Co-Trustees?
Exploring what a trustee does and some of the benefits and drawbacks of co-trustees.
75 views
Hannah Boundy, CFA®, CFP®
Feb 22, 20233 min read
Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
45 views
Yvonne Darby
Sep 14, 20222 min read
How to Find the Right College Savings Plan for your Family: 529 vs. Coverdell ESA
When savings for kid’s college, consider the pros and cons of a Coverdell ESA vs. a 529 Plan.
41 views
Vincent Chambers, Esq.
Jun 9, 20224 min read
10 Questions to Ask When Interviewing a Corporate Trustee or Professional Fiduciary
When interviewing a potential corporate trustee or professional fiduciary, consider these 10 questions in making your decision.
1,468 views
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