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 …
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? By Peter Nielsen, CFA We extend our sincere good wishes and prayers to clients and families who have been …
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 By Peter Nielsen, CFA Every major event leaves a lingering after-taste. Consider how investment banking changed after the Tech bubble, or …
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 …
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 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 …
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: August 2020 – Elections vs. The Market Part One: The Hoax of the Presidential Cycle
Market Commentary: August 2020 Elections vs. the Market Part One: The Hoax of the Presidential Cycle By Peter Nielsen, CFA In the coming months we will be publishing a three-part series …