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Reflections from Our Bookshelf: Good to Great

Reflections from Our Bookshelf: Musings on how we view reading a bit differently    Good to Great By: Jim Collins Reflection By: Faith Zane     Why I read it? …

Reflections from Our Bookshelf: Never Eat Alone

Reflections from Our Bookshelf: Musings on how we view reading a bit differently   In this edition of Reflections from Our Bookshelf, our summer intern, Jennifer, shares insight on a …

Managing Risk In the 21st Century – A Radio Interview from the South Carolina Business Review

Portfolio Manager, Peter Nielsen, discussed Risk Management on the May 21st broadcast of Public Radio’s, South Carolina Business Review. To hear his conversation, click the below.  

Reflections from Our Bookshelf: You are a Badass

Reflections from Our Bookshelf: Musings on how we view reading a bit differently     You are a Badass By: Jen Sincero Reflection By: Sarah Mansbach   Why I read …

Market Commentary: Tarrifs may not be so tarrif-ic

Market Commentary: June, 2019 Tarrifs may not be so tarrif-ic By: Peter Nielsen, MBA, CFA®   The United States and China have a far longer trade history than many realize. …

Reflections from Our Bookshelf: The Obstacle is the Way

The Obstacle is the Way By: Ryan Holiday Reflection By: Kylie Felker   Why I read it? Solving problems has always been something I enjoy. However, I often see things …

Reflections from Our Bookshelf: Messy

Reflections from Our Bookshelf: Musings on how we view reading a bit differently     Messy: The Power of Disorder to Transform Our Lives By: Tim Harford Reflection By: Gordon …

Market Commentary: The Frequency of Rare Events

April Market Commentary The Frequency of Rare Events Peter Nielsen, MBA, CFA® In August 2017 Greenville found itself directly in the path of a solar eclipse. It effectively made the …

Reflections from Our Bookshelf: Outliers

Reflections from Our Bookshelf: Musings on how we view reading a bit differently   We are starting a new monthly series for LinkedIn to highlight some of the books we …

Newsletter: 1st Quarter, 2019

Newsletter, 1st Quarter 2019   Employee Spotlight: Kylie Felker Meet Kylie our Chief Operating Officer and Chief Compliance Officer. Don’t let the titles fool you, she also loves early-bird dinners, organizational …