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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


Thoughts on the Failure of Silicon Valley Bank
Our thoughts on the Silicon Valley Bank collapse and some reassurances regarding the potential fallout. 
Hannah Boundy, CFA®, CFP®
Mar 14, 20234 min read
22 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


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.
Hannah Boundy, CFA®, CFP®
Oct 12, 20224 min read
37 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
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