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Living in an “,and also” Reality
I think one of the most critical things I’ve learned in recent years is the importance of learning to live in nuance.
Hannah Boundy, CFA®, CFP®
Dec 23, 20243 min read
23 views


Now What?
The market sold off. Then rebounded. The Fed says they’re going to cut rates. What next?
Hannah Boundy, CFA®, CFP®
Aug 28, 20244 min read
25 views


Mid-Year Update
As we cross the midpoint of 2024, we wanted to pause to reflect on how the markets have fared this year and the data points we're watching.
Hannah Boundy, CFA®, CFP®
Jun 27, 20244 min read
27 views


2024 Economic Update: Lights, Tunnels, and Everything in Between
As we enter 2024, we share our thoughts on market consensus, some areas we see potential, and how we’ve positioned ourselves accordingly.
Hannah Boundy, CFA®, CFP®
Jan 31, 20244 min read
27 views


Thoughts on the Failure of Silicon Valley Bank
Our thoughts on the Silicon Valley Bank collapse and some reassurances regarding the potential fallout.
Hannah Boundy, CFA®, CFP®
Mar 14, 20234 min read
22 views


2023 Economic Outlook
Matthew Davis presents our 2023 Economic Outlook with insights into recent economic events and thoughts on where we might be headed.
Hannah Boundy, CFA®, CFP®
Feb 22, 202311 min read
30 views


Weathering a Downturn for an Enduring Legacy
As we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.
Hannah Boundy, CFA®, CFP®
Oct 12, 20224 min read
37 views


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.
Hannah Boundy, CFA®, CFP®
May 11, 20224 min read
23 views
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