PID 1943


Author: Shannon Dermody

Market Commentary: January 2021 – Onward & Upward in 2021

Market Commentary: Onward & Upward in 2021 January 2021 By Peter Nielsen, CFA Given the current environment of peak coronavirus infections and challenges to vaccine rollout programs, it’s understandable that many …

Reflections from our Bookshelf: The Goal

The Goal: A Process of Ongoing Improvement By: Eliyahu M. Goldratt Reflection by: Kylie Felker What is it all about? The Goal is a business novel written about a harried …

Market Commentary: December 2020 – Why is the Stock Market Soaring?

Market Commentary: Why is the Stock Market Soaring? December 2020 By Peter Nielsen, CFA Not many would ever have guessed that the stock market would be up 13% in the middle …

Reflections from our Bookshelf: Raising Grateful Kids in an Entitled World

Raising Grateful Kids in an Entitled World By: Kristen Welch Reflection by: Olivia Good Why I read it? The title of this book caught my eye. By seeing just how …

We have a plan for that: In-laws Visiting for the Holidays

We’re looking forward to the holiday season, but that also means getting the house ready for guests.  Our Cleaning Checklist will help your home pass even the most eagle-eyed mother-in-law’s inspection!

Reflections from our Bookshelf: Make your Kid a Money Genius

Make your Kid a Money Genius (Even if You’re Not) By: Beth Kobliner Reflection by: Jessica Rogers Why I read it? A team member suggested this topic to me as …

Market Commentary: October 2020 – Elections vs. The Market Part Three: Bad Timing

Market Commentary: October 2020 Elections vs. the Market Part Three: Bad Timing By Peter Nielsen, CFA This is the last issue of our three-part series on how presidential elections impact the …

Reflections from our Bookshelf: The Go-Giver

The Go-Giver By: Bob Burg & John David Mann Reflection by: Shannon Dermody Why I read it? Kylie suggested this book to me as a piece that was a quick …

Market Commentary: September 2020 – Elections vs. The Market Part Two: Party On!

Market Commentary: September 2020 Elections vs. the Market Part Two: Party On! By Peter Nielsen, CFA This is the second issue of our three-part series on how presidential elections impact the …

Market Commentary: August 2020 – Elections vs. The Market Part One: The Hoax of the Presidential Cycle

Market Commentary: August 2020 Elections vs. the Market Part One: The Hoax of the Presidential Cycle By Peter Nielsen, CFA In the coming months we will be publishing a three-part series …