PID 2143


Author: Shannon Dermody

Market Commentary: April 2021 – Inflation – Is it Going to be a Problem?

Market Commentary: Inflation – Is it Going to be a Problem? April 2021 By Peter Nielsen, CFA When people think of out-of-control inflation, the hyperinflation that hit the German Weimar Republic …

Market Commentary: March 2021 – Economic Impact of the American Rescue Plan Act of 2021

Market Commentary: Economic Impact of the American Rescue Plan Act of 2021 March 2021 By Peter Nielsen, CFA Each time the economy faces a downturn, lawmakers have to grapple with how …

Market Commentary: February 2021 – Investing vs. Gambling: A Comparison of Today’s Market to the 2000 Tech Bubble

Market Commentary: Investing vs. Gambling: A Comparison of Today’s Market to the 2000 Tech Bubble February 2021 By Peter Nielsen, CFA There’s a mania that has taken over the investment world …

Reflections from our Bookshelf: Attention!

Attention! The Power of Simple Decisions in a Distracted World By: Rob Hatch Reflection by: Jenny Hagadorn   Why I read it? With technology being such a huge part of …

Reflections from our Bookshelf: Greenlights

Greenlights By: Matthew McConaughey Reflection by: McCreight King, CLU®️, CFP®️   Why I read it? A really good friend read it and said it was an interesting read. It was …

Reflections from our Bookshelf: Principles of Self-Management

Principles of Self-Management: The Key to Personal and Professional Success By: John C. Marshall, PhD & Bob McHardy CLU Reflection by: Emily Edwards   Why I read it? I chose …

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 …