top of page


Insights
Search


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


Mid-Year Update
As we cross the midpoint of 2024, we wanted to pause to reflect on how the markets have fared this year and the data points we're watching.
Hannah Boundy, CFA®, CFP®
Jun 27, 20244 min read
27 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
bottom of page