I think one of the most critical things I’ve learned in recent years is the importance of learning to live in nuance.

As we enter 2024, we share our thoughts on market consensus, some areas we see potential, and how we’ve positioned ourselves accordingly. 

A few thoughts on the impacts of a government shutdown and how it might affect your legacy.

With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future. 

Is it too soon to be thinking about an estate plan?

Our thoughts on the Silicon Valley Bank collapse and some reassurances regarding the potential fallout. 

Matthew Davis presents our 2023 Economic Outlook with insights into recent economic events and thoughts on where we might be headed.

What you need to know about the IRS’ new contribution limits to retirement accounts.

As we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.

How Monte Carlo testing can help reassure you of your financial plans in the face of higher inflation.

An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.

Looking forward, we see a dissonant economy. Spending has surged, particularly in areas that saw pent-up demand during the pandemic.

In 1958, the Onion Futures Act was passed by Congress and signed into law by President Eisenhower, resulting in the prohibition of...

A very common question we get is if there is FDIC insurance on our investment accounts. While a great question, it usually leads to a...

On Tuesday, the S&P 500 hit a record high, defying Covid-19 and the related economic fallout. While the word “unprecedented” has become...

Economic statistics are finally catching up with just how quickly and deeply our economy has been impacted by the quarantine.

As we find ourselves amid the latest financial crises of our time, it's worth asking: "Is this time different?"

In the last few weeks, financial markets have seen some of the most substantial losses and gains for a single trading day in modern history.

Short-term events like the coronavirus – while painful at present – make up a fraction of all of the future cash flows.

While we can't prevent or even control uncertainty, we can prepare for it.