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.
Hannah Boundy, CFA®, CFP®Jul 8, 20225 minFive Ways to Live Your Legacy While You’re Still Working Practice living your legacy now while you’re still working in preparation for living your financial legacy in retirement.
