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5 Things to Do in the Face of an Uncertain Future
If I could sum up the collective wisdom of all the economic outlooks I have read over the last month, it’s that we are very certain that...
Hannah Boundy, CFA®, CFP®
Feb 275 min read
15 views


If You Don't Fly First Class, Your Heirs Will
Co-founders Matt Davis and Hannah Boundy share why a legacy well lived is just as important as a legacy well left and how to build one.Â
Matthew Davis, CFP®
Aug 10, 20225 min read
102 views


Making an Impact with Your Donor-Advised-Fund
A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.
Hannah Boundy, CFA®, CFP®
Aug 10, 20225 min read
55 views
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