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The Coronavirus: What We Know and the Potential Impact
The coronavirus currently spreading from China has garnered much attention during the last several weeks.
Matthew Davis, CFP®
Feb 4, 20204 min read
26 views


2019: A Year in Review
As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.
Hannah Boundy, CFA®, CFP®
Jan 5, 20202 min read
14 views


Opportunities and Challenges from the SECURE Act
During the final weeks of 2019, the Senate passed significant tax and retirement reforms that were signed into law by the President.
Matthew Davis, CFP®
Jan 4, 20204 min read
32 views


The Importance of Habit
There’s a saying that “knowing is half the battle.” The idea is that as long as you know about an issue, you’re halfway to resolving it.
Hannah Boundy, CFA®, CFP®
Nov 26, 20194 min read
17 views


End of Year Distributions
At the end of the year, it is common for us to get a call from a client wondering why a mutual fund dropped 10% in price often when the mark
Matthew Davis, CFP®
Nov 26, 20192 min read
42 views


Tax Saving Ideas for 2019
Before the holidays take up most of your time, now is a great time to think through different possibilities to minimize your tax bill.
Matthew Davis, CFP®
Nov 3, 20192 min read
14 views


The Evolution of Your Financial Plan
At Sherwood FP, we take a very planning centric approach to investing. We do this for several reasons.
Hannah Boundy, CFA®, CFP®
Nov 3, 20193 min read
20 views


Understanding the Federal Reserve
As with many areas of the financial markets, monetary policy is not always black and white and often has unintended consequences.
Hannah Boundy, CFA®, CFP®
Oct 6, 20194 min read
27 views
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