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Hannah Boundy, CFA®, CFP®
Apr 17, 20233 min read
A Feel-Good Article About Generosity
The sustaining impact of generosity and how doing good is good for us.Â
37 views
Vincent Chambers, Esq.
Mar 15, 20234 min read
The Tax Law is Changing – Can a Grantor Retained Annuity Trust (GRAT) Help?
Exploring how a GRAT works in light of the changing estate and gift tax exemption.
70 views
Hannah Boundy, CFA®, CFP®
Mar 14, 20234 min read
Thoughts on the Failure of Silicon Valley Bank
Our thoughts on the Silicon Valley Bank collapse and some reassurances regarding the potential fallout. 
22 views
Yvonne Darby
Mar 14, 20235 min read
Generational Wealth, Not Just for the Elite
What is Generational Wealth and how do I create it for my family?Â
51 views
Hannah Boundy, CFA®, CFP®
Feb 22, 20233 min read
Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
45 views
Hannah Boundy, CFA®, CFP®
Feb 22, 202311 min read
2023 Economic Outlook
Matthew Davis presents our 2023 Economic Outlook with insights into recent economic events and thoughts on where we might be headed.
29 views
Yvonne Darby
Jan 11, 20232 min read
Increased Savings Opportunities in 2023
What you need to know about the IRS’ new contribution limits to retirement accounts.
19 views
Hannah Boundy, CFA®, CFP®
Jan 11, 20233 min read
How Exploring Regret Can Help You Live a Meaningful Legacy
A three-question framework to better understand your priorities and take steps to make them a reality.
23 views
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