Greenlights By: Matthew McConaughey Reflection by: McCreight King, CLU®️, CFP®️ Why I read it? A really good friend read it and said it was an interesting read. It was …
Principles of Self-Management: The Key to Personal and Professional Success By: John C. Marshall, PhD & Bob McHardy CLU Reflection by: Emily Edwards Why I read it? I chose …
The Goal: A Process of Ongoing Improvement By: Eliyahu M. Goldratt Reflection by: Kylie Felker What is it all about? The Goal is a business novel written about a harried …
Market Commentary: Why is the Stock Market Soaring? December 2020 By Peter Nielsen, CFA Not many would ever have guessed that the stock market would be up 13% in the middle …
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’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!
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 By Peter Nielsen, CFA This is the last issue of our three-part series on how presidential elections impact the …
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: January 2021 – Onward & Upward in 2021
Market Commentary: Onward & Upward in 2021 January 2021 By Peter Nielsen, CFA Given the current environment of peak coronavirus infections and challenges to vaccine rollout programs, it’s understandable that many …