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Reflections from our Bookshelf: The Joy of Missing Out

The Joy of Missing Out: Live More by Doing Less By: Tonya Dalton Reflection by: Bri Prosser   Why I read it? Who isn’t looking for a way to free …

Market Commentary: November 2022 – The “Near” Death of Bonds

The “Near” Death of Bonds November 2022 By Jonathan McAdams, CFA In 1952, a University of Chicago professor named Harry Markowitz published a Journal of Finance article inauspiciously titled “Portfolio …

Reflections from our Bookshelf: Astrophysics for People in a Hurry

Astrophysics for People in a Hurry By: Neil deGrasse Tyson Reflection by: Smith Webster, CPA   Why I read it? Anytime there is a special alignment of the planets, a …

Market Commentary: October 2022 – Where do we go from here?

Where do we go from here? October 2022 By Robert F. Taylor, CFA “And where do we go from here? Which is the way that’s clear?” – David Essex, “Rock …

Reflections from our Bookshelf: Winning

Winning: The Unforgiving Race to Greatness By: Tim Grover Reflection by: Andrew Brown   Why I read it? The author, Tim Grover, has trained several high-profile athletes and business leaders. …

Market Commentary: September 2022 – The Outlook from Jackson Hole

The Outlook from Jackson Hole September 2022 By Ward Williams The Federal Reserve Bank of Kansas City hosted its annual economic symposium in Jackson Hole, Wyoming on August 25, 2022. …

Reflections from our Bookshelf: The Happiness Hypothesis

The Happiness Hypothesis: Finding Modern Truth in Ancient Wisdom By: Jonathan Haidt Reflection by: Ward Williams   Why I read it? Two of my favorite pastimes are philosophy and research, …

Market Commentary: August 2022 – Don’t Look Back

Don’t Look Back August 2022 By Robert F. Taylor, CFA There’s an old Wall Street adage that investors should “Sell in May, and Go Away,” the rationale being that markets …

Reflections from our Bookshelf: To Shake the Sleeping Self

To Shake the Sleeping Self: A Journey from Oregon to Patagonia, and a Quest for a Life with No Regret By: Jedidiah Jenkins Reflection by: Lauran Henderson   Why I …

Market Commentary: July 2022 – Headlines & Buzzwords

Headlines & Buzzwords July 2022 By Ward Williams With news programs and internet news pages competing in a 24/7 news cycle, how do content providers get the public to notice …