PID 96


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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 …

We have a plan for that: In-laws Visiting for the Holidays

We’re looking forward to the holiday season, but that also means getting the house ready for guests.  Our Cleaning Checklist will help your home pass even the most eagle-eyed mother-in-law’s inspection!

Reflections from our Bookshelf: Make your Kid a Money Genius

Make your Kid a Money Genius (Even if You’re Not) By: Beth Kobliner Reflection by: Jessica Rogers Why I read it? A team member suggested this topic to me as …

Market Commentary: October 2020 – Elections vs. The Market Part Three: Bad Timing

Market Commentary: October 2020 Elections vs. the Market Part Three: Bad Timing By Peter Nielsen, CFA This is the last issue of our three-part series on how presidential elections impact the …

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 …