PID 96


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Market Commentary: May 2023 – An Exercise in Frustration

An Exercise in Frustration May 2023 By Jonathan McAdams, CFA My oldest son is a cross country and track athlete, and I tell people that apple fell very far from …

Reflections from our Bookshelf: Leveling Up

Leveling Up: 12 Questions to Elevate Your Personal and Professional Development By: Randy Leak Reflection by: Austin Taylor Why I read it? A colleague, friend and mentor suggested the book …

Reflections from our Bookshelf: The Motive

The Motive By: Patrick Lencioni Reflection by: McCreight King Why I read it? I enjoy reading books about business in general and it was also recommended by a coworker. What …

Market Commentary: April 2023 – Is the Dollar Doomed?

Is the Dollar Doomed? April 20, 2023 By Robert F. Taylor, CFA The U.S. Dollar, as the world’s major reserve currency, has recently faced speculation about its decline and potential …

Market Commentary: March 2023 – Investing in the World of AI

Investing in the World of AI March 23, 2023 By Ward Williams Note: While we are actively monitoring news out of the banking sector and will follow up if new …

Reflections from our Bookshelf: Don’t Sweat the Small Stuff and It’s all Small Stuff

Don’t Sweat the Small Stuff and It’s all Small Stuff: Simple Ways to Keep the Little Things From Taking Over Your Life By: Richard Carlson Reflection by: Rochelle Pettit Why …

Special Market Commentary: March 2023 – Translating the Turmoil

Translating the Turmoil March 16, 2023 By Robert F. Taylor, CFA The past few days have brought two of the three largest bank failures in U.S. history, which have elevated …

Reflections from our Bookshelf: Instinct

Instinct: Rewire Your Brain with Science-Backed Solutions to Increase Productivity and Achieve By: Rebecca Heiss, PhD Reflection by: Jenny Hagadorn, CFP® Why I read it? In 2022, some of my …

Market Commentary: February 2023 – Leading the Runner

Leading the Runner February 2023 By Jonathan McAdams, CFA Football season has now drawn to a close (congrats Chiefs fans!). Like many Super Bowl fans, I was particularly gripped by …

Reflections from our Bookshelf: You’re Not Listening

You’re Not Listening: What You’re Missing and Why it Matters By: Kate Murphy Reflection by: Olivia Good   Why I read it? The title caught my attention because we all …