Hannah Boundy, CFA®, CFP®Sep 28, 20237 minLegacy Perspectives on the Impacts of Fiscal Debt and a Government Shutdown A few thoughts on the impacts of a government shutdown and how it might affect your legacy.
Hannah Boundy, CFA®, CFP®Mar 14, 20234 minThoughts 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®Feb 22, 202311 min2023 Economic OutlookMatthew Davis presents our 2023 Economic Outlook with insights into recent economic events and thoughts on where we might be headed.
Hannah Boundy, CFA®, CFP®Oct 12, 20224 minWeathering a Downturn for an Enduring LegacyAs we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.