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Market Commentary: January 2020

Understanding 2019’s Leftovers to Plan for 2020 By: Peter Nielsen, MBA, CFA® We often find that financial writers gain a following by identifying as bullish or bearish. Either the prognosticator …

Reflections from Our Bookshelf: Atomic Habits

Atomic Habits By: James Clear Reflection By: Paul Foster Why I read it? With our “always on” mentality, there’s no time to waste! The author of this book, James Clear, is …

Market Commentary: Where are all the workers coming from?

Market Commentary: December 2019 Where are All the Workers Coming From? By: Peter Nielsen, MBA, CFA® It’s always nice to hear good news going into the Christmas season. It gives us …

Reflections from Our Bookshelf: No Money Monday

No Money Monday By: Maureen Buff Reflection By: Shannon Dermody Why I read it?  Education is key for success, and financial education often falls by the wayside for both children …

Reflections from Our Bookshelf: Chasing Excellence

Reflections from Our Bookshelf: Musings on how we view reading a bit differently    Chasing Excellence By: Ben Bergeron Reflection By: Erik Mizell Why I read it?  I was drawn …

Reflections from Our Bookshelf: Can’t Hurt Me

Reflections from Our Bookshelf: Musings on how we view reading a bit differently    Can’t Hurt Me: Master Your Mind & Defy the Odds By: David Goggins Reflection By: Rob Victor …

Market Commentary: The Attraction of Factor Investing

Market Commentary: September, 2019 The Attraction of Factor Investing By: Peter Nielsen, MBA, CFA®   Invention and innovation continue to change the world around us. However, it’s often forgotten that …

Reflections from Our Bookshelf: Good to Great

Reflections from Our Bookshelf: Musings on how we view reading a bit differently    Good to Great By: Jim Collins Reflection By: Faith Zane     Why I read it? …

Reflections from Our Bookshelf: Never Eat Alone

Reflections from Our Bookshelf: Musings on how we view reading a bit differently   In this edition of Reflections from Our Bookshelf, our summer intern, Jennifer, shares insight on a …

Managing Risk In the 21st Century – A Radio Interview from the South Carolina Business Review

Portfolio Manager, Peter Nielsen, discussed Risk Management on the May 21st broadcast of Public Radio’s, South Carolina Business Review. To hear his conversation, click the below.  


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