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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 …

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 …