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Market Commentary: April 2023 – Is the Dollar Doomed?

Is the Dollar Doomed? April 20, 2023 By Robert F. Taylor, CFA The U.S. Dollar, as the world’s major reserve currency, has recently faced speculation about its decline and potential …

Market Commentary: March 2023 – Investing in the World of AI

Investing in the World of AI March 23, 2023 By Ward Williams Note: While we are actively monitoring news out of the banking sector and will follow up if new …

Reflections from our Bookshelf: Don’t Sweat the Small Stuff and It’s all Small Stuff

Don’t Sweat the Small Stuff and It’s all Small Stuff: Simple Ways to Keep the Little Things From Taking Over Your Life By: Richard Carlson Reflection by: Rochelle Pettit Why …

Special Market Commentary: March 2023 – Translating the Turmoil

Translating the Turmoil March 16, 2023 By Robert F. Taylor, CFA The past few days have brought two of the three largest bank failures in U.S. history, which have elevated …

Reflections from our Bookshelf: Instinct

Instinct: Rewire Your Brain with Science-Backed Solutions to Increase Productivity and Achieve By: Rebecca Heiss, PhD Reflection by: Jenny Hagadorn, CFP® Why I read it? In 2022, some of my …

Market Commentary: February 2023 – Leading the Runner

Leading the Runner February 2023 By Jonathan McAdams, CFA Football season has now drawn to a close (congrats Chiefs fans!). Like many Super Bowl fans, I was particularly gripped by …

Reflections from our Bookshelf: You’re Not Listening

You’re Not Listening: What You’re Missing and Why it Matters By: Kate Murphy Reflection by: Olivia Good   Why I read it? The title caught my attention because we all …

Market Commentary: January 2023 – Are Bugs a Buy?

Are Bugs a Buy? January 2023 By Robert F. Taylor, CFA If we have learned anything since March of 2020, it’s that the world is changing. After years of low …

Market Commentary: December 2022 – What Lies Beneath the Surface

What Lies Beneath the Surface December 2022 By Ward Williams Hurricane Nicole hit the east coast of Florida earlier this month and washed away vast amounts of sand from various …

Reflections from our Bookshelf: The Alter-Ego Effect

The Alter-Ego Effect: The Power of Secret Identities to Transform Your Life By: Todd Herman Reflection by: Sara Clough   Why I read it? At work, or just life in …