Hannah Boundy, CFA®, CFP®
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.
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Hannah Boundy, CFA®, CFP®
- Jan 31
- 4 min
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.
26 views
Hannah Boundy, CFA®, CFP®
- Mar 14, 2023
- 4 min
Thoughts on the Failure of Silicon Valley Bank
Our thoughts on the Silicon Valley Bank collapse and some reassurances regarding the potential fallout.
22 views
Hannah Boundy, CFA®, CFP®
- Feb 22, 2023
- 11 min
2023 Economic Outlook
Matthew Davis presents our 2023 Economic Outlook with insights into recent economic events and thoughts on where we might be headed.
29 views
Hannah Boundy, CFA®, CFP®
- Nov 8, 2022
- 5 min
It’s All Gravy: 5 Tips for Building a Contented Legacy Plan
Five tips for discovering a contented retirement.
32 views
Hannah Boundy, CFA®, CFP®
- Oct 12, 2022
- 4 min
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.
37 views
Hannah Boundy, CFA®, CFP®
- May 11, 2022
- 4 min
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.
23 views
Hannah Boundy, CFA®, CFP®
- Apr 20, 2022
- 3 min
Inflation and the Rising Cost of Your Living Legacy
How Monte Carlo testing can help reassure you of your financial plans in the face of higher inflation.
47 views
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