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®Feb 22, 20233 minPermission to Leave Your MarkHow financial quarterbacking can maximize your impact, now and into the future.
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®Nov 8, 20225 minIt’s All Gravy: 5 Tips for Building a Contented Legacy Plan Five tips for discovering a contented retirement.