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Market Commentary: June 2022 – The Head Fake

The Head Fake June 2022 By Jonathan McAdams, CFA June is NBA Finals season, and the market, echoing the moves of many of the skillful players on these basketball teams, …

Reflections from our Bookshelf: Lone Survivor

Lone Survivor: The Eyewitness Account of Operation Redwing and the Lost Heroes of SEAL Team 10 By: Marcus Luttrell Reflection by: Fernando Bleichner, JD   Why I read it? I …

Market Commentary: May 2022 – Stacking the Odds

Stacking the Odds May 2022 By Jonathan McAdams, CFA A common false criticism of investing in the stock market is that it is nothing more than gambling – a big, …

Reflections from our Bookshelf: Think Again

Think Again: The Power of Knowing What You Don’t Know By: Adam Grant Reflection by: Shannon Dermody   Why I read it? A few months ago this caught my eye …

Market Commentary: April 2022 – The Bottom Line

The Bottom Line April 2022 By Jonathan McAdams, CFA It is easy to get lost in the market noise. Pundits write endless articles about almost every aspect of the economy …

Market Commentary: March 2022 – The Spark that Starts a Flame

The Spark that Starts a Flame March 2022 By Robert F. Taylor, CFA In our November 2021 Market Commentary “Flying Fossils,” we predicted that rising energy prices coupled with lingering …

Reflections from our Bookshelf: Go Be Kind

Go Be Kind: 28 1/2 Adventures Guaranteed to Make You Happier By: Leon Logothetis Reflection by: Ashley Cluley, QKA, AIF®   Why I read it? My aunt passed away unexpectedly …

Reflections from our Bookshelf: A Return to Love: Reflections on the Principles of “A Course in Miracles”

A Return to Love: Reflections on the Principles of “A Course in Miracles” By: Marianne Williamson Reflection by: Rochelle Pettit   Why I read it? I actually heard about this …

Market Commentary: February 2022 – Points of Sail

Points of Sail February 2022 By Jonathan McAdams, CFA One of the hardest things to navigate in the sailing world is a shifting of the winds. A myriad of adjustments, …

Reflections from our Bookshelf: Burnout: The Secret to Unlocking the Stress Cycle

Burnout: The Secret to Unlocking the Stress Cycle By: Emily & Amelia Nagoski Reflection by: Shannon Dermody   Why I read it? This book has excellent reviews and the title …