Hannah Boundy, CFA®, CFP®
Thoughts on the Failure of Silicon Valley Bank
Our thoughts on the Silicon Valley Bank collapse and some reassurances regarding the potential fallout.
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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.
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Vincent Chambers, Esq.
- Feb 17, 2022
- 4 min
Legacy Planning: Not Just for Your Parents
An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.
62 views
Hannah Boundy, CFA®, CFP®
- Jan 21, 2022
- 5 min
Teaching the Grandkids to Ski: A Living Legacy Story
Introducing our newest service: Living Legacy Planning - a holistic approach to planning for those wanting to create their legacy now.
82 views
Vincent Chambers, Esq.
- Sep 28, 2021
- 5 min
5 Things to Consider When Inheriting Your Parents' House
Inheriting a house can be a financial rollercoaster. Here are five tips to help you manage the inheritance of your parents’ home.
109 views
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