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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 …

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 …


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