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Reflections from our Bookshelf: The Ideal Team Player

The Ideal Team Player By: Patrick Lencioni Reflection by: Rand Baughman Why I read it? Last October I had the privilege to go to the Ohio State vs Iowa football ...

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, …

Market Commentary: August 2023 – Debt & Downgrades

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, …

Kylie Felker recognized as one of “The Top 50 Women Leaders of South Carolina for 2023”

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 …

Reflections from our Bookshelf: It Takes What It Takes

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 …

Market Commentary: July 2023 – Take a Breadth

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 …

Reflections from our Bookshelf: Mastering the Market Cycle

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 …

Market Commentary: June 2023 – Inflation & The Fed Redux

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 …

Market Commentary: May 2023 – An Exercise in Frustration

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 …

Reflections from our Bookshelf: Leveling Up

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 …