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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
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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
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Vincent Chambers, Esq.
Feb 17, 20224 min read
Legacy Planning: Not Just for Your Parents
An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.
62 views
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Hannah Boundy, CFA®, CFP®
Jan 21, 20225 min read
Teaching the Grandkids to Ski: A Living Legacy Story
Introducing our newest service: Living Legacy Planning - a holistic approach to planning for those wanting to create their legacy now.
82 views
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Vincent Chambers, Esq.
Sep 28, 20215 min read
5 Things to Consider When Inheriting Your Parents' House​​
Inheriting a house can be a financial rollercoaster. Here are five tips to help you manage the inheritance of your parents’ home.
109 views
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