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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 …

Market Commentary: April 2020 – Uncertainty’s Negative Impact

Market Commentary: April 2020 Uncertainty’s Negative Impact By Peter Nielsen, CFA After several weeks of bad news, we’re finally getting some good news. While it’s still early, recent data suggests …

Reflections From our Bookshelf: You Need a Budget

You Need a Budget By: Jesse Mecham Reflection By: Susan Harvell Why I read it?  In December, Rob Victor and I hosted a financial workshop for young professionals.  As recent …

Market Commentary: March 2020 – Coronavirus Economics

Market Commentary: March 2020 Coronavirus Economics By Peter Nielsen, CFA Academics say that stock markets are a “discounting mechanism.” That is, investors discount, or assess all available information when pricing …

Reflections from our Bookshelf: Your Lion Inside

Your Lion Inside By: Kimberly Faith Reflection By: Brittany Orr, RICP® Why I read it? The book was featured at a Women’s Business Summit I attended in November of last …

Reflections from Our Bookshelf: The Infinite Game

The Infinite Game By: Simon Sinek Reflection By: McCreight King CLU®, CFP® Why I read it?  I really enjoyed reading another of Sinek’s books recently, Start with Why, and thought I …

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 …


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