Debt & Downgrades August 2023 By Jonathan McAdams, CFA “There are some things people shouldn’t worry about…this is one.” Warren Buffett, Aug 2023 In a surprise move on Aug 1, …
The following is an excerpt from “The Top 50 Women Leaders of South Carolina for 2023” published by Women We Admire on May 22, 2023. Click here to view the …
It Takes What It Takes By: Trevor Moawad Reflection by: Rob Coleman Why I read it? A good friend of mine saw me walking my dogs and stopped me in …
Take a Breadth July 2023 By Robert F. Taylor, CFA Imagine yourself strolling down a vibrant city street filled with bustling shops and lively businesses on both sides. The atmosphere …
Mastering the Market Cycle: Getting the Odds on Your Side By: Howard Marks Reflection by: Jonathan McAdams, CFA Why I read it? Howard Marks is a very respected investor and …
Inflation & The Fed Redux June 2023 By Ward Williams Over the last several quarters we have seen rising inflation and watched as The Fed has raised interest rates in …
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 …
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 …
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: September 2023 – Content Is King
Content Is King and the Polka King Who Knew It September 2023 By Ward Williams In the beginning, there was radio, and all programming was live. Then came broadcast television, …