top of page
Insights
Search
Hannah Boundy, CFA®, CFP®
Mar 29, 20212 min read
Sherwood Welcomes Yvonne Darby!
We're excited to welcome Yvonne Darby to our team as our new Associate planner. Yvonne will be working alongside us to assist in the...
101 views
Hannah Boundy, CFA®, CFP®
Jan 14, 20214 min read
Health Savings Accounts: A Tax Trifecta
An HSA is a tax-friendly account available to individuals or families covered by a high-deductible health insurance plan to pay for eligible
36 views
Hannah Boundy, CFA®, CFP®
Dec 9, 20202 min read
Sherwood Welcomes John McMahon!
We're excited to welcome John McMahon to our team as our new Client Relationship Manager. John will be working alongside us to help...
64 views
Matthew Davis, CFP®
Oct 6, 20202 min read
Keeping Perspective
2020 is already a year we will never forget, and we still have one more quarter left that includes a presidential election. One of the...
38 views
Hannah Boundy, CFA®, CFP®
Oct 5, 20203 min read
Is a Roth Conversion a Good Idea?
As the year draws down, many are considering the possibility of higher tax rates in the future, both as a result of a paying back the...
45 views
Hannah Boundy, CFA®, CFP®
Sep 17, 20202 min read
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,...
76 views
Matthew Davis, CFP®
Aug 20, 20202 min read
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...
37 views
Hannah Boundy, CFA®, CFP®
Aug 20, 20201 min read
Congratulations!
We'd like to extend our congratulations to our co-founder Matthew Davis on his recent marriage to the lovely Jodi Clontz.
31 views
bottom of page