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Living in an “,and also” Reality
I think one of the most critical things I’ve learned in recent years is the importance of learning to live in nuance.
Hannah Boundy, CFA®, CFP®
Dec 23, 20243 min read
23 views


Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
Hannah Boundy, CFA®, CFP®
May 17, 20233 min read
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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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