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Informed Investor Webinar Series Speaker Lineup
We're excited to announce our speaker lineup and topics for our fall Informed Investor webinar series. For more info and to register,...
Hannah Boundy, CFA®, CFP®
Sep 17, 20202 min read
76 views


Understanding Bank and Brokerage Account Insurance
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...
Matthew Davis, CFP®
Aug 20, 20202 min read
37 views


Congratulations!
We'd like to extend our congratulations to our co-founder Matthew Davis on his recent marriage to the lovely Jodi Clontz.
Hannah Boundy, CFA®, CFP®
Aug 20, 20201 min read
31 views


Tactics for Facing Market Uncertainty
On Tuesday, the S&P 500 hit a record high, defying Covid-19 and the related economic fallout. While the word “unprecedented” has become...
Hannah Boundy, CFA®, CFP®
Aug 20, 20202 min read
31 views

Mid-Year Economic Update
Economic statistics are finally catching up with just how quickly and deeply our economy has been impacted by the quarantine.
Matthew Davis, CFP®
Jul 9, 20204 min read
33 views


Staying Vigilant in the Face of Scams
According to the Consumer Financial Protection Bureau, scammers have adapted their ways to take advantage of the current pandemic.
Hannah Boundy, CFA®, CFP®
Jul 8, 20202 min read
22 views


What Makes This Crisis Different
As we find ourselves amid the latest financial crises of our time, it's worth asking: "Is this time different?"
Hannah Boundy, CFA®, CFP®
May 7, 20204 min read
47 views


The CARES Act – What It Means for You
On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic Security Act (CARES Act)...
Guest Contributor
Apr 29, 20204 min read
37 views
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