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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 …

Reflections from our Bookshelf: Pound the Stone

Pound the Stone: 7 Lessons to Develop Grit on the Path to Mastery By: Joshua Medcalf Reflection by: Rob Victor Why I read it? I am always looking for books …

Reflections from our Bookshelf: Make Your Bed

Make Your Bed: Little things that can Change Your Life… And Maybe the World By: Admiral William H. McRaven (Retired) Reflection by: Rob Coleman Why I read it? I had …

Market Commentary: July 2020 – How are stocks being impacted by the coronavirus?

Market Commentary: July 2020 How are stocks being impacted by the coronavirus? By Peter Nielsen, CFA We extend our sincere good wishes and prayers to clients and families who have been …

Reflections from our Bookshelf: The Tipping Point

The Tipping Point: How Little Things Can Make a Big Difference By: Malcolm Gladwell Reflection by: Emily Edwards Why I read it? This book came up on a recommended reading …

Market Commentary: June 2020 – First Quarter Earnings Calls Highlight Digitization

Market Commentary: June 2020 First Quarter Earnings Calls Highlight Digitization By Peter Nielsen, CFA Every major event leaves a lingering after-taste. Consider how investment banking changed after the Tech bubble, or …

Reflections from our Bookshelf: When Genius Failed

When Genius Failed: The Rise and Fall of Long Term Capital Management By: Roger Lowenstein Reflection by: Peter Nielsen, MBA, CFA® Why I read it? When Genius Failed is the …

Reflections from Our Bookshelf: The 21 Irrefutable Laws of Leadership

The 21 Irrefutable Laws of Leadership By: John Maxwell Reflection by: Rand Baughman CFP®, CIMA®   Why I read it? One of my goals for 2020 is to make reading …


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