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Hannah Boundy, CFA®, CFP®
Dec 23, 20243 min read
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.
17 views
Hannah Boundy, CFA®, CFP®
Aug 28, 20244 min read
Now What?
The market sold off. Then rebounded. The Fed says they’re going to cut rates. What next?
23 views
Hannah Boundy, CFA®, CFP®
Sep 28, 20237 min read
Legacy Perspectives on the Impacts of Fiscal Debt and a Government Shutdown
A few thoughts on the impacts of a government shutdown and how it might affect your legacy.
22 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
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
Hannah Boundy, CFA®, CFP®
Oct 12, 20224 min read
Weathering a Downturn for an Enduring Legacy
As we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.
37 views
Hannah Boundy, CFA®, CFP®
May 11, 20224 min read
Investing for Your Living Legacy in an Uncertain Environment
While uncertainty strains financial markets, stress testing your financial plan and investing defensively can help you weather the storm.
23 views
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