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  • Writer's pictureHannah Boundy, CFA®, CFP®

2019: A Year in Review

Updated: May 7, 2020

As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020 as well as gratitude for all that 2019 brought. In July, we launched Sherwood Financial Partners and celebrated together over a freshly prepared meal at the Four Season’s California Health and Longevity Institute's teaching kitchen. For those following our blog, we highlighted the benefits of having an advisor, touched on the importance of estate planning and how to get started, and discussed Brexit in light of the history of the European Union. As the news cycles commented on the inverted yield curve and its potential predictive powers, so did we by explaining how the yield curve works and what it may or may not be telling us. We also talked about how saving for retirement is changing and hosted our first “Getting Started Workshop” in partnership with Lovely Abundance to help those entering their careers get started down the right path towards achieving their financial goals.

A month later, we gathered once again to express our appreciation to our clients over a great game of baseball at Dodgers Stadium (and one of our partners was thrilled with the outcome). As the year came to a close, we explained how the Federal Reserve was founded and its' objectives. We noted how financial planning is less of a science and more of an art, in addition to offering a few tax-saving ideas for the end of the year as well as an explanation of year-end distributions. We ended the year with a commentary on the importance of habit, and if you clicked on this article from our January email, then you probably saw our latest article on the SECURE Act and how it may impact you going forward.

In between all of our blogging, we had the pleasure of interacting with many of our wonderful clients and helping them further along in their financial journeys. We want to thank you for your support and encouragement as our first year comes to a close. As we set our sights on 2020, we will continue offering a service and client experience we can be proud of in addition to exploring new ways to better serve all of you who have placed your trust in us. On February 29th, we will be hosting an educational conference with insights on the markets and the latest in financial planning from both our team and several respected guest speakers and would love for you to join us. We have a lot more planned for this year (stay tuned!) and look forward to partnering with you to help you achieve your financial goals.



Sherwood Financial Partners, LLC is a registered investment adviser. Sherwood Financial Partners, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. The information contained herein is not intended to convey or constitute legal or tax advice. Be sure to first consult with a qualified financial adviser, legal professional, and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Principal value and investment return will fluctuate. There are no implied guarantees or assurances that the target returns will be achieved or objectives will be met. Future returns may differ significantly from past returns due to many different factors. Investments involve risk and the possibility of loss of principal.


Case studies presented are based on actual clients, however, some of the information may have been changed or altered. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not be suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firm's investment advisory services.


Sherwood Financial Partners, LLC may discuss and display, charts, graphs, formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions.

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