top of page


Insights
Search


Now What?Â
The market sold off. Then rebounded. The Fed says they’re going to cut rates. What next?
Hannah Boundy, CFA®, CFP®
Aug 28, 20244 min read
25 views


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.
Hannah Boundy, CFA®, CFP®
Sep 28, 20237 min read
22 views


Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
Hannah Boundy, CFA®, CFP®
Feb 22, 20233 min read
45 views


2023 Economic Outlook
Matthew Davis presents our 2023 Economic Outlook with insights into recent economic events and thoughts on where we might be headed.
Hannah Boundy, CFA®, CFP®
Feb 22, 202311 min read
30 views


It’s All Gravy: 5 Tips for Building a Contented Legacy Plan
Five tips for discovering a contented retirement.Â
Hannah Boundy, CFA®, CFP®
Nov 8, 20225 min read
33 views


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.
Hannah Boundy, CFA®, CFP®
May 11, 20224 min read
23 views
bottom of page